ERNA JORGENSEN CHARIT TRST TW (EIN 916369099) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Phone

4257094264

Tax Period

2025-01-01 to 2025-12-31

ERNA JORGENSEN CHARIT TRST TW, founded in 1994, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $1.3M exceeded revenue, resulting in a 13% operating deficit.

Mission

FUND CARES FOR CHILDREN OF FAMILIES WHO CANNOT AFFORD CARE AT HOSP AND IS ADDED TO GENERAL OPERATING FUND, IT FUNDS SCHOLARSHIP AND PROVIDES FELLOWSHIPS FOR MEDICAL STUDENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $947,083

Other Revenue $181,076

TOTAL REVENUE $1,128,159

Expense Breakdown

Grants Paid $1,129,613

Salaries & Benefits $142,533

Fundraising Expenses $0

Program Expenses $1,129,612

Other Expenses $5,158

TOTAL EXPENSES $1,277,304

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,128,159	$931,596	+0.2%
Expenses	$1,277,304	$1,269,713	+0.0%
Net Income	$-149,145	$-338,117	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0		$142,533	$0	$142,533

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,128,159	$1,277,304	$8,795,982	$-149,145
2024	$931,596	$1,269,713	$8,947,517	$-338,117
2023	$1,008,890	$1,267,586	$9,289,147	$-258,696
2022	$1,097,659	$1,296,557	$9,552,992	$-198,898
2021	$1,017,996	$1,111,107	$9,757,029	$-93,111
2020	$1,012,032	$1,034,187	$9,856,080	$-22,155

ERNA JORGENSEN CHARIT TRST TW