JOMAR OF ZION INC (EIN 061640065) - 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

2002

Legal Domicile

Principal Officer

JOAN M MUELLER

Phone

4143627240

Tax Period

2024-07-01 to 2025-06-30

JOMAR OF ZION INC, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $116K in total revenue in fiscal year 2024. Expenses of $169K exceeded revenue, resulting in a 45% operating deficit.

Mission

TO PROVIDE SAFE AFFORDABLE HOUSING FOR ELDERLY PEOPLE AGE 62 OR OLDER.

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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 $0

Program Service Revenue $116,301

Investment Income $79

Other Revenue $29

TOTAL REVENUE $116,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $124,340

Other Expenses $169,123

TOTAL EXPENSES $169,123

Year-over-Year Comparison

	2024	2023	Change
Revenue	$116,409	$113,425	+0.0%
Expenses	$169,123	$150,143	+0.1%
Net Income	$-52,714	$-36,718	+0.4%

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

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
ROBERT L BURGDORF	TREASURER/DI	N/A	Officer Director	$0	$0	$0
RITCHIE B COLE	SECRETARY/DI	N/A	Officer Director	$0	$0	$0
JOAN M MUELLER	PRESIDENT/DI	N/A	Officer Director	$0	$0	$0
RONALD L WEASLER	VICE PRES./D	N/A	Officer 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	$116,409	$169,123	$414,712	$-52,714
2024	$113,425	$150,143	$453,203	$-36,718
2023	$95,209	$158,170	$491,938	$-62,961
2022	$97,631	$150,868	$541,971	$-53,237
2021	$105,970	$137,043	$592,668	$-31,073
2020	$108,831	$144,723	$627,156	$-35,892
2019	$104,721	$140,688	$666,627	$-35,967

JOMAR OF ZION INC