JONATHAN CLUB CHARITABLE FUND

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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

2003

Legal Domicile

Principal Officer

THOMAS G BRANDT

Phone

2133125236

Tax Period

2023-01-01 to 2023-12-31

JONATHAN CLUB CHARITABLE FUND, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $501K in total revenue in fiscal year 2023. The organization ran a surplus of $317K, a strong 63% operating margin.

Mission

THE MISSION OF THE JONATHAN CLUB CHARITABLE FUND IS TO FURTHER CHARITABLE AND EDUCATIONAL CAUSES IN ITS COMMUNITY BY (1) MAKING GRANTS TO ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; AND (2) ESTABLISHING AND MAINTAINING A SCHOLARSHIP FUND TO AWARD SCHOLARSHIPS TO JONATHAN CLUB EMPLOYEES, THEIR CHILDREN, GRANDCHILDREN AND SPOUSES WHO ARE SELECTED BY AN INDEPENDENT COMMITTEE OF FINANCIAL AID PROFESSIONALS FROM THE COMMUNITY BASED ON A COMBINATION OF FACTORS INCLUDING ACADEMIC ACHIEVEMENT, COMMUNITY INVOLVEMENT, AND OTHER CONTRIBUTIONS.

Program Service Accomplishments

Program 1

Expenses: $142,605

THE ORGANIZATION PROVIDED SCHOLARSHIPS FOR TUITION, FEES AND BOOKS, AND NECESSARY COURSE SUPPLIES IN SUPPORT OF INDIVIDUALS IN FURTHERANCE OF COLLEGE OR VOCATIONAL EDUCATION FOR 16 STUDENTS IN 2023.

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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 $412,973

Program Service Revenue $0

Investment Income $87,614

Other Revenue $0

TOTAL REVENUE $500,587

Expense Breakdown

Grants Paid $142,605

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,605

Other Expenses $40,826

TOTAL EXPENSES $183,431

Year-over-Year Comparison

	2023	2022	Change
Revenue	$500,587	$477,406	+0.0%
Expenses	$183,431	$164,875	+0.1%
Net Income	$317,156	$312,531	+0.0%

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
THOMAS G BRANDT	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID CHERNEK	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE HAVENS	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH JENKINS	CFO	1.00	Officer Director	$0	$0	$0
ROBERT ALSCHULER	SECRETARY	1.00	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
2024	No data	No data	No data	No data
2023	$500,587	$183,431	$4,400,792	$317,156
2022	$477,406	$164,875	$3,553,398	$312,531
2021	$613,631	$139,299	$3,725,272	$474,332
2020	$512,453	$189,331	$3,027,308	$323,122
2019	$486,920	$141,308	$2,522,550	$345,612
2018	$531,086	$126,771	$1,895,277	$404,315