JUBILEE ASSOCIATION INC (EIN 251394229) - 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

1981

Legal Domicile

Principal Officer

MARK LATTERNER

Phone

4122615417

Tax Period

2024-07-01 to 2025-06-30

JUBILEE ASSOCIATION INC, founded in 1981, is a community nonprofit in the Human Services sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 58% operating margin.

Mission

PUBLIC ASSISTANCE TO UNDER-PRIVILEGED INDIVIDUALS.

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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 $3,188,986

Program Service Revenue $237,186

Investment Income $57,611

Other Revenue $0

TOTAL REVENUE $3,483,783

Expense Breakdown

Grants Paid $0

Salaries & Benefits $977,054

Fundraising Expenses $91,795

Program Expenses $1,068,861

Other Expenses $477,452

TOTAL EXPENSES $1,454,506

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,483,783	$1,941,705	+0.8%
Expenses	$1,454,506	$1,355,548	+0.1%
Net Income	$2,029,277	$586,157	+2.5%

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

Volunteers

243

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

$135,951

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA GREEN-HAWKINS	DIRECTOR	1.00	Director	$0	$0	$0
BRITINNI WRIGHT-BURLEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DANIEL STITT	DIRECTOR	1.00	Director	$0	$0	$0
EMEKA ONWUGBENU	TREASURER	1.00	Officer Director	$0	$0	$0
JEFFREY HENNION	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS PIETRAGALLO	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SISTER LINDA YANKOSKI	DIRECTOR	1.00	Director	$0	$0	$0
TOM KUNZ	DIRECTOR	1.00	Director	$0	$0	$0
AISHATU SANI	SECRETARY	1.00	Officer Director	$0	$0	$0
ROB SCHUPANSKY	DIRECTOR	1.00	Director	$0	$0	$0
ROB CHERRY	DIRECTOR	1.00	Director	$0	$0	$0
MARK LATTERNER	EXECUTIVE DIRECTOR	40.00	Officer	$51,975	$15,141	$67,116
PAULETTE BLASKO	DIRECTOR OF OPERATIONS	40.00	Officer	$58,820	$10,015	$68,835

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	$3,483,783	$1,454,506	$7,862,096	$2,029,277
2024	No data	No data	No data	No data
2023	$1,875,522	$1,204,451	$4,617,600	$671,071
2022	$1,746,915	$1,040,722	$3,645,222	$706,193
2021	$1,324,910	$1,057,150	$3,293,896	$267,760
2020	$967,467	$965,749	$2,753,924	$1,718
2019	$798,002	$865,337	$2,643,586	$-67,335
2018	$945,848	$815,323	$2,713,332	$130,525

JUBILEE ASSOCIATION INC