BEAUFORT JASPER HOUSING TRUST (EIN 931633188) - 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

2023

Legal Domicile

Principal Officer

DICK STEWART

Phone

8432792446

Tax Period

2024-07-01 to 2025-06-30

BEAUFORT JASPER HOUSING TRUST, founded in 2023, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $1.7M exceeded revenue, resulting in a 29% operating deficit.

Mission

THE MISSION OF THE BEAUFORT JASPER HOUSING TRUST (BJHT) IS TO CREATE AND PRESERVE WORKFORCE AND AFFORDABLE HOUSING IN BEAUFORT AND JASPER COUNTIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,138,250

Program Service Revenue $0

Investment Income $162,482

Other Revenue $0

TOTAL REVENUE $1,300,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,610,802

Other Expenses $1,681,563

TOTAL EXPENSES $1,681,563

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,300,732	$5,689,943	-0.8%
Expenses	$1,681,563	$354,991	+3.7%
Net Income	$-380,831	$5,334,952	-1.1%

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

Employees

N/A

Volunteers

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
CAMIKA BEATON	DIRECTOR	2.00	Director	$0	$0	$0
MATT DAVIS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ASHLEY FEASTER	DIRECTOR	2.00	Director	$0	$0	$0
MATT GARNES	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY HAMPSON	DIRECTOR	2.00	Director	$0	$0	$0
TOM HENZ	DIRECTOR	2.00	Director	$0	$0	$0
DAVID HOUSE	DIRECTOR	2.00	Director	$0	$0	$0
ETHAN JAMES	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTIAN KATA	TREASURER	2.00	Officer Director	$0	$0	$0
JAN MALINOWSKI	DIRECTOR	2.00	Director	$0	$0	$0
CAITLIN REID	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTINE ROGERS-RAETSCH	DIRECTOR	2.00	Director	$0	$0	$0
VICTORIA SMALLS	DIRECTOR	2.00	Director	$0	$0	$0
DICK STEWART	CHAIR	2.00	Officer Director	$0	$0	$0
CARMEN WASHINGTON	DIRECTOR	2.00	Director	$0	$0	$0
JAMES WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
WENDY ZARA	DIRECTOR	2.00	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
2025	$1,300,732	$1,681,563	$4,954,295	$-380,831
2024	No data	No data	No data	No data

BEAUFORT JASPER HOUSING TRUST