HENRY M JACKSON ENDOWMENT (EIN 061701305) - 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

KATHRYN TERRY

Phone

2066828565

Tax Period

2019-10-01 to 2020-09-30

HENRY M JACKSON ENDOWMENT, founded in 2002, is a small nonprofit that reported $339K in total revenue in fiscal year 2019. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $576K exceeded revenue, resulting in a 70% operating deficit.

Mission

THE HENRY M. JACKSON ENDOWMENT IS A SUPPORTING ORGANIZATION OF THE HENRY M. JACKSON FOUNDATION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $338,565

Other Revenue $0

TOTAL REVENUE $338,565

Expense Breakdown

Grants Paid $307,585

Salaries & Benefits $36,236

Fundraising Expenses $5,324

Program Expenses $394,994

Other Expenses $232,070

TOTAL EXPENSES $575,891

Year-over-Year Comparison

	2019	2018	Change
Revenue	$338,565	$439,379	-0.2%
Expenses	$575,891	$789,450	-0.3%
Net Income	$-237,326	$-350,071	-0.3%

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

$126,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARA IGLITZIN	EXECUTIVE DIRECTOR (THRU 7/31/19)	5.00		$0	$2,450	$167,598
CAROL VIPPERMAN	INTERIM EXEC. DIRECTOR (THRU 1/20)	5.00	Officer	$0	$300	$88,956
TAMMY HELGESON	CONSULTING CFO (THRU 9/10/20)	2.00	Officer	$37,168	$0	$37,168
CRAIG GANNETT	PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDA MASON WILGIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID ROSTOV	TREASURER	1.00	Officer Director	$0	$0	$0
JOEL MERKEL	SECRETARY	1.00	Officer Director	$0	$0	$0
CHUCK BLUMENFELD	COUNSEL	1.00	Officer Director	$0	$0	$0
CAROL HARRIS	DIRECTOR	0.50	Director	$0	$0	$0
ANNA MARIE LAURENCE	DIRECTOR	0.50	Director	$0	$0	$0
KATHRYN TERRY	EXECUTIVE DIRECTOR (FROM 1/27/20)	5.00	Officer	$0	$0	$0
LEAH SCOTT	CONSULTING CFO (FROM 9/10/20)	2.00	Officer	$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
2020	$338,565	$575,891	$12,702,378	$-237,326
2019	$439,379	$789,450	$12,602,340	$-350,071
2018	$759,630	$3,205,958	$12,979,677	$-2,446,328

HENRY M JACKSON ENDOWMENT