THE JONATHAN D KRIST FOUNDATION INC (EIN 205317072) - 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

MARGARET O KRIST

Phone

2158624828

Tax Period

2023-01-01 to 2023-12-31

THE JONATHAN D KRIST FOUNDATION INC, founded in 2006, is a micro nonprofit that reported $82K in total revenue in fiscal year 2023. Revenue surged 94% from the prior year, signaling strong growth momentum. Expenses of $530K exceeded revenue, resulting in a 543% operating deficit.

Mission

TO PROVIDE NEED BASED SCHOLARSHIPS, GIVE GRANTS TO VARIOUS 501(C)(3) ORGANIZATIONS TO HELP SUPPORT THE FOUNDATIONS'S MUSIC WITH A MISSION PROGRAM

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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 $15,183

Program Service Revenue $0

Investment Income $66,219

Other Revenue $1,060

TOTAL REVENUE $82,462

Expense Breakdown

Grants Paid $514,640

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $530,334

Other Expenses $15,694

TOTAL EXPENSES $530,334

Year-over-Year Comparison

	2023	2022	Change
Revenue	$82,462	$42,593	+0.9%
Expenses	$530,334	$48,025	+10.0%
Net Income	$-447,872	$-5,432	+81.5%

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

N/A

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

$7,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT C KRIST	DIRECTOR	0.00	Director	$0	$0	$0
MARGARET O KRIST	DIRECTOR	10.00	Director	$7,500	$0	$7,500
MATTHEW O KRIST	DIRECTOR	3.00	Director	$0	$0	$0
BRIAN A KRIST	DIRECTOR	0.00	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
2023	$82,462	$530,334	$8,989	$-447,872
2022	$42,593	$48,025	$527,405	$-5,432
2021	$110,997	$40,848	$580,321	$70,149
2020	$113,278	$54,782	$463,649	$58,496
2019	$229,374	$51,953	$386,802	$177,421
2018	$22,274	$47,845	$169,325	$-25,571

THE JONATHAN D KRIST FOUNDATION INC