JORDAN THOMAS FOUNDATION INC (EIN 203498598) - 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

2006

Legal Domicile

Principal Officer

MICHELLE PACKER

Phone

6154555505

Tax Period

2024-01-01 to 2024-12-31

JORDAN THOMAS FOUNDATION INC, founded in 2006, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $307K, a strong 27% operating margin.

Mission

RETURNING CHILDREN TO A LIFE WITHOUT PHYSICAL LIMITATION BY PROVIDING PROSTHESES UNTIL ADULTHOOD.

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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 $993,447

Program Service Revenue $3,431

Investment Income $174,886

Other Revenue $-39,460

TOTAL REVENUE $1,132,304

Expense Breakdown

Grants Paid $499,140

Salaries & Benefits $146,232

Fundraising Expenses $109,701

Program Expenses $576,869

Other Expenses $179,610

TOTAL EXPENSES $824,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,132,304	$755,577	+0.5%
Expenses	$824,982	$745,597	+0.1%
Net Income	$307,322	$9,980	+29.8%

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

$100,531

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARRELL MASSENGALE	PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN KING CFP	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
SARAH MCFARLAND	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
AMR EL-HUSSEINI	DIRECTOR	1.00	Director	$0	$0	$0
LIZ KENNEDY THOMAS MD MBA	DIRECTOR	1.00	Director	$0	$0	$0
DAVE BALDERSTON	DIRECTOR	1.00	Director	$0	$0	$0
JUDY KOUTLAS	DIRECTOR	1.00	Director	$0	$0	$0
BRETT KINGMAN	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH O'BRADOVICH	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS EWERT	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE PACKER	INTERIM EXEC DIRECTOR	40.00	Officer	$95,000	$5,531	$100,531

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	$1,132,304	$824,982	$3,226,132	$307,322
2023	$755,577	$745,597	$2,728,211	$9,980
2022	$838,224	$717,042	$2,371,268	$121,182
2021	$1,008,980	$535,590	$2,647,347	$473,390
2020	$317,701	$289,146	$2,028,123	$28,555
2019	$133,180	$132,634	$1,757,738	$546
2018	$266,693	$89,955	$1,757,547	$176,738

JORDAN THOMAS FOUNDATION INC