OSCAR N JONAS MEMORIAL FOUNDATION (EIN 237098144) - 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

1968

Legal Domicile

Principal Officer

SUSAN REAMS

Tax Period

2024-07-01 to 2025-06-30

OSCAR N JONAS MEMORIAL FOUNDATION, founded in 1968, is a micro nonprofit that reported $94K in total revenue in fiscal year 2024. The organization ran a surplus of $79K, a strong 84% operating margin.

Mission

TO BRING VISUAL AND PERFORMING ARTS TO THE PUBLIC SCHOOLS OF DALTON, GEORGIA; WHITFIELD COUNTY, GEORGIA; AND MURRAY COUNTY, GEORGIA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $46,810

Program Service Revenue $0

Investment Income $47,078

Other Revenue $0

TOTAL REVENUE $93,888

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,000

Other Expenses $56

TOTAL EXPENSES $15,056

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,888	$88,506	+0.1%
Expenses	$15,056	$56,461	-0.7%
Net Income	$78,832	$32,045	+1.5%

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

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
AMANDA BROWN	TRUSTEE	N/A	Director	$0	$0	$0
AMY COLE	TRUSTEE	N/A	Director	$0	$0	$0
DR STEPHEN CRAFT	TRUSTEE	N/A	Director	$0	$0	$0
KAY-LYNNE DAVIES	TRUSTEE	N/A	Director	$0	$0	$0
MIKE EWTON	TRUSTEE	N/A	Director	$0	$0	$0
SARAH JONAS	TRUSTEE	N/A	Director	$0	$0	$0
MARCIE JONAS-MANN	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
STEVE LOUGHRIDGE	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
CARLA MARET	TRUSTEE	N/A	Director	$0	$0	$0
LORI MCDANIEL	TRUSTEE	N/A	Director	$0	$0	$0
SUSAN REAMS	CHAIRMAN & P	N/A	Officer Director	$0	$0	$0
TRACEE REYNOLDS	TRUSTEE	N/A	Director	$0	$0	$0
KRISTI SITTON	TRUSTEE	N/A	Director	$0	$0	$0
NICK SUN	TREASURER	N/A	Officer Director	$0	$0	$0
ELLEN THOMPSON	SECRETARY	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
2025	$93,888	$15,056	$643,979	$78,832
2024	$88,506	$56,461	$565,147	$32,045
2023	$84,069	$64,552	$533,102	$19,517
2022	$45,128	$110,144	$513,585	$-65,016
2021	$272,362	$37,601	$578,601	$234,761

OSCAR N JONAS MEMORIAL FOUNDATION