Michael S Jacobs Foundation (EIN 202561022) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Phone

3037901297

Tax Period

2023-01-01 to 2023-12-31

Michael S Jacobs Foundation, founded in 2005, is a small nonprofit in the Education sector that reported $413K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $380K left a modest 8% surplus.

Mission

Scholarship awards to youth and high school baseball players

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $178,956

Program Service Revenue $0

Investment Income $0

Other Revenue $234,017

TOTAL REVENUE $412,973

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $380,210

Other Expenses $380,210

TOTAL EXPENSES $380,210

Year-over-Year Comparison

	2023	2022	Change
Revenue	$412,973	$351,273	+0.2%
Expenses	$380,210	$370,146	+0.0%
Net Income	$32,763	$-18,873	-2.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Holzemer	President	2.00	Officer Director	$0	$0	$0
Liz Holzemer	Vice President	2.00	Officer Director	$0	$0	$0
Galynn Jacobs	Vice President	2.00	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	$412,973	$380,210	$45,225	$32,763
2022	$351,273	$370,146	$12,462	$-18,873
2021	$377,183	$359,263	$31,335	$17,920
2020	$224,667	$234,478	$13,415	$-9,811
2019	$178,661	$166,178	$23,226	$12,483
2018	$138,314	$133,020	$10,743	$5,294

Michael S Jacobs Foundation