JESSE WHITE FOUNDATION LTD (EIN 203110242) - 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

2005

Legal Domicile

Principal Officer

GLENNA WHITE

Phone

3125581616

Tax Period

2024-01-01 to 2024-12-31

JESSE WHITE FOUNDATION LTD, founded in 2005, is a small nonprofit in the Education sector that reported $293K in total revenue in fiscal year 2018. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $540K exceeded revenue, resulting in a 84% operating deficit.

Mission

SCHOLASTIC, PHYSICAL & CULTURAL EDUCATION OF YOUTH.

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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 $279,950

Program Service Revenue $0

Investment Income $59,769

Other Revenue $13,041

TOTAL REVENUE $352,760

Expense Breakdown

Grants Paid $360,547

Salaries & Benefits $173,601

Fundraising Expenses $42,745

Program Expenses $552,483

Other Expenses $201,069

TOTAL EXPENSES $735,217

Year-over-Year Comparison

	2024	2023	Change
Revenue	$352,760	$1,090,886	-0.7%
Expenses	$735,217	$833,620	-0.1%
Net Income	$-382,457	$257,266	-2.5%

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

100

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
HONORABLE JESSE WHITE	CHAIRMAN/FOUNDER/CEO	10.00	Officer Director	$0	$0	$0
PETER BIRNBAUM	PRESIDENT & DIRECTOR	5.00	Officer Director	$0	$0	$0
ROBERT E LOZINS	TREASURER & VICE CHAIRMAN	3.00	Officer Director	$0	$0	$0
THOMAS BENIGNO	DIRECTOR	1.00	Director	$0	$0	$0
PENELOPE CAMPBELL	DIRECTOR & SECRETARY	0.50	Officer Director	$0	$0	$0
ROBERT M YADGIR	DIRECTOR & EXECUTIVE DIREC	10.00	Officer Director	$0	$0	$0
LEONARD F AMARI	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL J BAKALIS	DIRECTOR (THRU 9/2024)	0.00	Director	$0	$0	$0
KEVIN FLOOD	DIRECTOR	0.50	Director	$0	$0	$0
IRENE M LYONS	DIRECTOR	3.00	Director	$0	$0	$0
GLENNA WHITE JONES	DIRECTOR	10.00	Director	$0	$0	$0
WALTER BURNETT	DIRECTOR	2.00	Director	$0	$0	$0
JESSE WHITE III	DIRECTOR	5.00	Director	$0	$0	$0
JOHN SCIACCOTTA	DIRECTOR	1.00	Director	$0	$0	$0
KEN KANE	DIRECTOR	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	$352,760	$735,217	$2,994,288	$-382,457
2023	$1,090,886	$833,620	$3,403,695	$257,266
2022	$834,915	$335,501	$3,129,460	$499,414
2021	$296,658	$321,360	$2,592,260	$-24,702
2020	$153,788	$364,185	$2,607,962	$-210,397
2019	$801,629	$694,230	$2,848,138	$107,399
2018	$293,349	$540,034	$2,700,585	$-246,685

JESSE WHITE FOUNDATION LTD