FRIENDS OF JOHN JAY HOMESTEAD (EIN 132914341) - 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

1977

Legal Domicile

Principal Officer

JONATHAN STANLEY

Phone

9142328119

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF JOHN JAY HOMESTEAD, founded in 1977, is a small nonprofit in the Arts, Culture & Humanities sector that reported $751K in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $235K, a strong 31% operating margin.

Mission

TO INCREASE PUBLIC APPRECIATION AND AWARENESS OF THE JOHN JAY HOMESTEAD STATE HISTORICAL SITE AND TO SUPPLEMENT THE WORK OF NEW YORK STATE BY PROVIDING FUNDING AND VOLUNTEER ASSISTANCE FOR JOHN JAY'S PRESERVATION, RESORATION AND INTERPRETATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $684,702

Program Service Revenue $27,745

Investment Income $921

Other Revenue $37,696

TOTAL REVENUE $751,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $169,549

Fundraising Expenses $73,818

Program Expenses $371,589

Other Expenses $346,401

TOTAL EXPENSES $515,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$751,064	$466,539	+0.6%
Expenses	$515,950	$524,255	0.0%
Net Income	$235,114	$-57,716	-5.1%

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

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

$100,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY GRAND	EXECUTIVE DI	40.00	Officer	$100,000	$0	$100,000
JONATHAN STANLEY	CHAIR/TREASU	2.00	Officer Director	$0	$0	$0
LAURA HARRIS	PRESIDENT	15.00	Officer Director	$0	$0	$0
HEATHER LANGHAM	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
MELISSA VAIL	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
ROBERT H SAUNDERS	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN H FREUND	EXEC COMMITT	2.00	Officer Director	$0	$0	$0
MICHAEL ALTMAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAELA BEITZEL	TRUSTEE	1.00	Director	$0	$0	$0
BRETT CAMERON	TRUSTEE	2.00	Director	$0	$0	$0
AMY GALLEN	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA J GATFIELD	TRUSTEE	1.00	Director	$0	$0	$0
LLOYD GERRY	TRUSTEE	1.00	Director	$0	$0	$0
ANNETTE NASH GOVAN	TRUSTEE	1.00	Director	$0	$0	$0
JANE DURAND HALL	TRUSTEE	1.00	Director	$0	$0	$0
ALEXANDER N HAMER	TRUSTEE	1.00	Director	$0	$0	$0
ALLYSON R PACHIOS	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL STRUBLE	TRUSTEE	1.00	Director	$0	$0	$0
SARAH WEBB	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE WORTMANN	TRUSTEE	2.00	Director	$0	$0	$0
APRIL OLSEN	TRUSTEE	1.00	Director	$0	$0	$0
ALISON BAMFORDUNTIL MAY 2023	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$751,064	$515,950	$418,120	$235,114
2022	$466,539	$524,255	$179,008	$-57,716
2021	$313,221	$362,692	$251,971	$-49,471
2021	$307,551	$373,841	$253,080	$-66,290
2020	$793,441	$899,100	$301,359	$-105,659
2019	$349,672	$307,323	$407,284	$42,349
2018	$344,924	$339,216	$365,017	$5,708

FRIENDS OF JOHN JAY HOMESTEAD