THE JAMES FOUNDATION (EIN 131614951) - 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

1941

Legal Domicile

Principal Officer

WESLEY SWEE

Phone

5732657124

Tax Period

2024-01-01 to 2024-12-31

THE JAMES FOUNDATION, founded in 1941, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Net assets of $6.0M represent 41 months of operating reserves.

Mission

MANAGING THE MISSOURI LANDS FORMERLY OWNED BY LUCY WORTHAM JAMES (SEE SCHEDULE O). THE OPERATIONS INCLUDE MANAGEMENT OF MARAMEC SPRING PARK & TWO MUSEUMS.

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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 $708,546

Program Service Revenue $583,245

Investment Income $257,975

Other Revenue $218,396

TOTAL REVENUE $1,768,162

Expense Breakdown

Grants Paid $4,475

Salaries & Benefits $1,076,485

Fundraising Expenses $0

Program Expenses $1,410,365

Other Expenses $669,178

TOTAL EXPENSES $1,750,138

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,768,162	$1,651,051	+0.1%
Expenses	$1,750,138	$1,415,116	+0.2%
Net Income	$18,024	$235,935	-0.9%

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

Volunteers

127

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

$2,362,311

Total Directors

$1,152,047

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY FREITAG	DIRECTOR & PRESIDENT/NYCT PRESIDENT	5.00	Officer Director	$0	$129,072	$1,014,261
WESLEY SWEE	DIR/VICE PRESIDENT/TOP MGMT OFFICER	40.00	Officer Director	$95,558	$42,228	$137,786
JAMIE DRAKE	CHAIR (AS OF 01/2024)	1.50	Officer Director	$0	$0	$0
MALI SANANIKONE GAW	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN C ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH O RUBIN	DIRECTOR	1.00	Director	$0	$0	$0
BARRON M TENNY	DIRECTOR (THRU 01/2024)	1.00	Director	$0	$0	$0
ANN UNTERBERG	DIRECTOR	1.00	Director	$0	$0	$0
OBAID Z KHAN	DIRECTOR	1.00	Director	$0	$0	$0
FERNANDO A BOHORQUEZ JR	DIRECTOR	1.00	Director	$0	$0	$0
JANE E SALMON MD	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BYRNE	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE M HOLLEY	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KOCH	DIRECTOR (AS OF 10/2024)	1.00	Director	$0	$0	$0
MICHAEL MARQUEZ	DIRECTOR (AS OF 10/2024)	1.00	Director	$0	$0	$0
MARIANA CAMPERO	DIRECTOR (AS OF 10/2024)	1.00	Director	$0	$0	$0
CARRIE TROWBRIDGE	SECRETARY	5.00	Officer	$0	$64,737	$525,402
MICHAEL MICKELSON	ASST SECRETARY	40.00	Officer	$62,847	$41,023	$103,870
DOMINICK IMPEMBA	TREASURER	5.00	Officer	$0	$99,338	$580,992

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
2024	$1,768,162	$1,750,138	$6,539,842	$18,024
2023	$1,651,051	$1,415,116	$6,122,868	$235,935
2022	$1,652,581	$1,344,813	$5,310,998	$307,768
2021	$1,721,641	$1,191,179	$5,862,115	$530,462
2020	$1,568,395	$1,300,791	$5,177,271	$267,604

THE JAMES FOUNDATION