JARRARD BURCH FOUNDATIONINC (EIN 208879399) - 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

2007

Legal Domicile

Principal Officer

JODY JACKSON

Phone

6153905118

Tax Period

2023-01-01 to 2023-12-31

JARRARD BURCH FOUNDATIONINC, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $358K in total revenue in fiscal year 2023.

Mission

THE JARRARD BURCH FOUNDATION IS A NON-PROFIT ORGANIZATION WITH PROCEEDS GOING TO BENEFIT LOCAL CHARITIES.

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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 $0

Program Service Revenue $347,606

Investment Income $2,525

Other Revenue $7,765

TOTAL REVENUE $357,896

Expense Breakdown

Grants Paid $29,000

Salaries & Benefits $41,781

Fundraising Expenses $0

Program Expenses $351,691

Other Expenses $282,233

TOTAL EXPENSES $353,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$357,896	$374,508	0.0%
Expenses	$353,014	$342,475	+0.0%
Net Income	$4,882	$32,033	-0.8%

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

$38,812

Total Directors

$38,812

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODY JACKSON	EXECUTIVE DI	40.00	Officer Director	$38,812	$0	$38,812
ASHELY BATES	DIRECTOR	1.00	Director	$0	$0	$0
PHIL BONELLI	DIRECTOR	1.00	Director	$0	$0	$0
COREY BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
DEANNA BROWNE	CHAIR	1.00	Officer Director	$0	$0	$0
JULI CLAY	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL DYE	DIRECTOR	1.00	Director	$0	$0	$0
BRETT FOWLER	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HORTON	DIRECTOR	1.00	Director	$0	$0	$0
TODD JONES	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP WILHEIT JR	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE KENNEDY	SECRETARY	1.00	Officer Director	$0	$0	$0
JOE KENNEDY	TREASURER	1.00	Officer Director	$0	$0	$0
TREY MCPHAUL	DIRECTOR	1.00	Director	$0	$0	$0
CHASE MILLER	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE MILLER	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
ALLEN NIVENS	DIRECTOR	1.00	Director	$0	$0	$0
JESS ODELL	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE PIUCCI	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL SCHLIEMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHAD SHORE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE TERRELL	DIRECTOR	1.00	Director	$0	$0	$0
DOUG TERRY	DIRECTOR	1.00	Director	$0	$0	$0
MACK VINTON	DIRECTOR	1.00	Director	$0	$0	$0
STEVE WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ERIN WILLIAMSON	CHAIR-ELECT	1.00	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	$357,896	$353,014	$159,886	$4,882
2023	$357,896	$353,014	$187,219	$4,882
2022	$374,508	$342,475	$150,098	$32,033
2021	$244,861	$226,978	$133,458	$17,883

JARRARD BURCH FOUNDATIONINC