THE JERRY SEGAL CLASSIC (EIN 232802244) - 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

1995

Legal Domicile

Principal Officer

STEPHEN ERNST

Phone

2155694600

Tax Period

2023-01-01 to 2023-12-31

THE JERRY SEGAL CLASSIC, founded in 1995, is a small nonprofit in the Human Services sector that reported $209K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $230K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO PROVIDE FUNDING TO ENTITIES THAT ASSIST PATIENTS RECOVERING FROM BRAIN OR SPINAL CORD INJURIES. FUNDING IS PRIMARILY RAISED THROUGH AN ANNUAL CHARITABLE GOLF OUTING.

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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 $208,799

Program Service Revenue $0

Investment Income $45

Other Revenue $0

TOTAL REVENUE $208,844

Expense Breakdown

Grants Paid $140,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $229,807

Other Expenses $89,957

TOTAL EXPENSES $229,957

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,844	$242,476	-0.1%
Expenses	$229,957	$299,108	-0.2%
Net Income	$-21,113	$-56,632	-0.6%

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

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
STEPHEN ERNST	EXECUTIVE OF	N/A	Officer Director	$0	$0	$0
TRACI SEGAL ERNST	EXECUTIVE DI	N/A	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	$208,844	$229,957	$143,020	$-21,113
2022	$242,476	$299,108	$164,133	$-56,632
2021	$292,261	$249,632	$220,765	$42,629
2020	$136,571	$19,808	$178,136	$116,763
2019	$850,270	$810,813	$61,373	$39,457
2018	$856,037	$881,982	$21,916	$-25,945

THE JERRY SEGAL CLASSIC