JOSEPH T CHARITABLE TRUST

EIN: 920923784 501(c)(3) Philanthropy & Grantmaking

SALT LAKE CITY, UT

Total Revenue
$370,003
Total Expenses
$6,045
Total Assets
$363,958
Net Assets
$363,958
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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
2022
Legal Domicile
UT
Principal Officer
JERRY W JAMES
Tax Period
2022-11-01 to 2022-12-31

JOSEPH T CHARITABLE TRUST, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $370K in total revenue in fiscal year 2022. The organization ran a surplus of $364K, a strong 98% operating margin.

Mission

RECEIVE AND ACCEPT PROPERTY BY WAY OF GIFT, BEQUEST, OR DEVICE FROM ANY PERSON, FIRM, TRUST, OR CORPORATION TO BE HELD, ADMINISTERED, AND DISPOSED OF IN ACCORDANCE WITH THE PROVISIONS OF THE PRINCIPAL PURPOSE OF THE TRUST. THE PRINCIPAL PURPOSE IS TO MAKE DISTRIBUTIONS TO OTHER CHARITABLE ENTITIES. ALSO, FUNDS MAY BE GIVEN FOR OTHER RELIGIOUS, EDUCATIONAL, CHARITABLE, ETC. PURPOSES.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $370,000
Program Service Revenue $0
Investment Income $3
Other Revenue $0
TOTAL REVENUE $370,003

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $6,000
Other Expenses $6,045
TOTAL EXPENSES $6,045

Year-over-Year Comparison

2022 2021 Change
Revenue $370,003 N/A N/A
Expenses $6,045 N/A N/A
Net Income $363,958 N/A N/A
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

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Governance

Voting Members
2
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JERRY W JAMES TRUSTEE 10.00
Director
$0 $0 $0
GEORGIA K JAMES TRUSTEE 10.00
Director
$0 $0 $0
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
2022 $370,003 $6,045 $363,958 $363,958
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