THE PAUL JACKSON FUND INC (EIN 223157850) - 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

1991

Legal Domicile

Principal Officer

MARY JACKSON

Phone

9082336110

Tax Period

2023-08-01 to 2024-07-31

THE PAUL JACKSON FUND INC, founded in 1991, is a micro nonprofit that reported $12K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $15K exceeded revenue, resulting in a 30% operating deficit.

Mission

THE PAUL JACKSON FUND INC IS A A RESOURCE OF LAST RESORT FOR INDIVIDUALS AND FAMILIES FACING A FINANCIAL CRISIS DUE TO A DEBILITATING LONG TERM ILLNESS OR

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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 $11,544

Program Service Revenue $0

Investment Income $329

Other Revenue $0

TOTAL REVENUE $11,873

Expense Breakdown

Grants Paid $11,863

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,478

Other Expenses $3,615

TOTAL EXPENSES $15,478

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,873	$20,491	-0.4%
Expenses	$15,478	$39,715	-0.6%
Net Income	$-3,605	$-19,224	-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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER JACKSON	BOARD MEMBER	0.00	Director	$0	$0	$0
THOMAS CONHEENY	BOARD MEMBER	0.00	Director	$0	$0	$0
MARY JACKSON	PRESIDENT	20.00	Officer	$0	$0	$0
EILEEN JACKSON	TREASURER	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
2024	$11,873	$15,478	$691,459	$-3,605
2023	$20,491	$39,715	$697,227	$-19,224
2022	$22,740	$25,664	$715,187	$-2,924
2021	$22,389	$35,133	$719,008	$-12,744
2020	$23,882	$35,100	$731,373	$-11,218

THE PAUL JACKSON FUND INC