Jubilee REACH (EIN 204074712) - 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

Phone

4257460506

Tax Period

2023-07-01 to 2024-06-30

Jubilee REACH, founded in 2005, is a community nonprofit in the Education sector that reported $5.9M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $5.5M left a modest 7% surplus.

Mission

Provides resources education assistance community and hospitality to youth and families in need

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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 $5,638,235

Program Service Revenue $90,000

Investment Income $172,423

Other Revenue $-35,947

TOTAL REVENUE $5,864,711

Expense Breakdown

Grants Paid $49,773

Salaries & Benefits $3,598,874

Fundraising Expenses $395,265

Program Expenses $5,660,050

Other Expenses $1,796,298

TOTAL EXPENSES $5,482,445

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,864,711	$5,426,721	+0.1%
Expenses	$5,482,445	$4,968,826	+0.1%
Net Income	$382,266	$457,895	-0.2%

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

100

Volunteers

3800

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

$120,050

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE COLE	Board President	2.000	Officer	$0	$0	$0
RANDY ENG	Executive Director	40.00	Key Emp	$120,050	$0	$120,050
SUZY BURKE-MYERS	Board Treasurer	2.000	Officer	$0	$0	$0
SCOTT DUDLEY	Board Member	2.000	Officer	$0	$0	$0
COURTNEY HIRATA	Board Member	2.000	Officer	$0	$0	$0
BRIAN WHITESIDE	Board Member	2.000	Officer	$0	$0	$0
KEN CARPENTER	Director of Services	40.00	Highest	$108,570	$12,500	$121,070

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
2025	No data	No data	No data	No data
2024	$5,864,711	$5,482,445	$5,274,015	$382,266
2023	$5,426,721	$4,968,826	$5,101,951	$457,895
2022	$5,477,829	$4,174,918	$4,310,678	$1,302,911
2021	$5,791,514	$4,645,474	$2,991,502	$1,146,040

Jubilee REACH