Jdj Charitable Tr
Jdj Charitable Tr shows fluctuating revenue with no officer compensation and declining long-term assets.
EIN: 137239304 · Greenwich, CT · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $420K |
| Total Expenses | $41K |
| Program Spending | 90% |
| Net Assets | $946K |
| Transparency Score | 75/100 |
Is Jdj Charitable Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jdj Charitable Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jdj Charitable Tr
Jdj Charitable Tr (EIN: 137239304) is a nonprofit organization based in Greenwich, CT, classified under NTEE code T20. The organization reported total revenue of $420K and total assets of $963K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jdj Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jdj Charitable Tr is a small nonprofit that has been operating for 24 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of -4.3%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $75K |
| Total Expenses | $41K |
| Surplus / Deficit | +$34K |
| Total Assets | $946K |
| Total Liabilities | $1 |
| Net Assets | $946K |
| Operating Margin | 45.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 275.6 months |
Financial Health Grade: A
In 2024, Jdj Charitable Tr reported a surplus of $34K with revenue exceeding expenses, holds 275.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2012–2024), Jdj Charitable Tr's revenue has declined at a compound annual growth rate (CAGR) of -4.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +96.0% | +26.0% | +3.2% |
| 2023 | +116.4% | +140.0% | +0.3% |
| 2022 | -2.2% | -65.7% | +0.4% |
| 2020 | -111.3% | -53.5% | -9.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2002 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Jdj Charitable Tr with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Jdj Charitable Tr allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $34K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Jdj Charitable Tr reports 0% officer compensation across all available filings, indicating that no salaries or other compensation are paid to its officers, which is a strong positive for financial transparency and efficiency.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Jdj Charitable Tr's IRS 990 filings:
- Long-term decline in assets from $1,087,636 in 2013 to $946,216 in 2024, indicating potential erosion of endowment or capital.
- Lack of detailed expense breakdown makes it difficult to fully assess program efficiency beyond total expenses.
Strengths
The following positive indicators were identified for Jdj Charitable Tr:
- Consistent reporting of 0% officer compensation, demonstrating high transparency regarding executive pay.
- Very low liabilities ($1 across all filings) indicates strong financial management and minimal debt.
- Recent significant increase in revenue to $419,811 suggests renewed financial inflow or successful fundraising/investment activity.
Frequently Asked Questions about Jdj Charitable Tr
Is Jdj Charitable Tr a legitimate charity?
Jdj Charitable Tr (EIN: 137239304) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $420K. 2 red flags identified. 3 strengths noted. Financial health grade: A.
How does Jdj Charitable Tr spend its money?
Jdj Charitable Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Jdj Charitable Tr tax-deductible?
Jdj Charitable Tr is registered as a tax-exempt nonprofit (EIN: 137239304). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Jdj Charitable Tr compare to similar nonprofits?
With a transparency score of 75/100 (Good), Jdj Charitable Tr is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Jdj Charitable Tr located?
Jdj Charitable Tr is headquartered in Greenwich, Connecticut and files with the IRS under EIN 137239304. It is classified under NTEE code T20.
How many years of IRS 990 filings does Jdj Charitable Tr have?
Jdj Charitable Tr has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $420K in total revenue.
What is the specific purpose of Jdj Charitable Tr's grants?
Without detailed program expense breakdowns in the provided data, it's unclear what specific causes or organizations Jdj Charitable Tr supports through its grantmaking activities.
Why has the organization's asset base generally declined over the past decade?
The organization's assets have decreased from $1,087,636 in 2013 to $946,216 in 2024. This could be due to grant distributions exceeding investment returns or other operational factors not detailed in the summary data.
What caused the significant revenue spike in the latest period ($419,811)?
The provided data shows a substantial increase in revenue to $419,811 in the latest period, a significant jump from previous years' revenues which were typically below $100,000. The source of this large increase is not specified in the summary.
Filing History
IRS 990 filing history for Jdj Charitable Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2012–2024), Jdj Charitable Tr's revenue has declined by 41.2%, moving from $128K to $75K. Total assets increased by 7.7% over the same period, from $878K to $946K. Total functional expenses fell by 30.2%, from $59K to $41K. In its most recent filing year (2024), Jdj Charitable Tr reported a surplus of $34K, with revenue exceeding expenses. The organization holds $1 in liabilities against $946K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $946K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $75K | $41K | $946K | $1 | — | — |
| 2023 | $38K | $33K | $917K | $1 | — | View 990 |
| 2022 | $18K | $14K | $915K | $1 | — | — |
| 2021 | $18K | $40K | $911K | $1 | — | — |
| 2020 | $-3,525 | $32K | $932K | $1 | — | — |
| 2016 | $31K | $68K | $1.0M | $1 | — | View 990 |
| 2015 | $33K | $52K | $1.1M | $1 | — | View 990 |
| 2014 | $32K | $36K | $1.1M | $1 | — | View 990 |
| 2013 | $249K | $40K | $1.1M | $1 | — | View 990 |
| 2012 | $128K | $59K | $878K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $75K, expenses of $41K, and assets of $946K (revenue +96.0% year-over-year).
- 2023: Revenue of $38K, expenses of $33K, and assets of $917K (revenue +116.4% year-over-year).
- 2022: Revenue of $18K, expenses of $14K, and assets of $915K (revenue -2.2% year-over-year).
- 2021: Revenue of $18K, expenses of $40K, and assets of $911K.
- 2020: Revenue of $-3,525, expenses of $32K, and assets of $932K (revenue -111.3% year-over-year).
- 2016: Revenue of $31K, expenses of $68K, and assets of $1.0M (revenue -5.0% year-over-year).
- 2015: Revenue of $33K, expenses of $52K, and assets of $1.1M (revenue +1.1% year-over-year).
- 2014: Revenue of $32K, expenses of $36K, and assets of $1.1M (revenue -87.0% year-over-year).
- 2013: Revenue of $249K, expenses of $40K, and assets of $1.1M (revenue +95.0% year-over-year).
- 2012: Revenue of $128K, expenses of $59K, and assets of $878K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jdj Charitable Tr:
Data Sources and Methodology
This transparency report for Jdj Charitable Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.