Jubilee Consortium (EIN 260050513) - 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

2002

Legal Domicile

Principal Officer

Jaime Edwards-Acton

Phone

3234693993

Tax Period

2023-01-01 to 2023-12-31

Jubilee Consortium, founded in 2002, is a small nonprofit in the Human Services sector that reported $293K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

Jubilee Consortiums mission is to create healthy and just neighborhoods through enrichment opportunities and leadership programs.Programs include Episcopal Urban Intern Program, Health Justice Program, and Youth Leadership Initiative.

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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 $83,817

Program Service Revenue $209,594

Investment Income $0

Other Revenue $0

TOTAL REVENUE $293,411

Expense Breakdown

Grants Paid $0

Salaries & Benefits $241,805

Fundraising Expenses $2,476

Program Expenses $307,094

Other Expenses $77,468

TOTAL EXPENSES $319,273

Year-over-Year Comparison

	2023	2022	Change
Revenue	$293,411	$328,468	-0.1%
Expenses	$319,273	$305,674	+0.0%
Net Income	$-25,862	$22,794	-2.1%

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

Total Directors

$24,759

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jaime Edwards-Acton	Executive Dir.	20.00	Director	$24,759	$0	$24,759
Kathryn De Rose PDH	Treasurer & Sec	1.00	Officer Director	$0	$0	$0
Michael Mata	Director	1.00	Director	$0	$0	$0
Mavis Bortey-fio	Director	1.00	Director	$0	$0	$0
Mario Fedelin	Director	1.00	Director	$0	$0	$0
Walter Palmer	Director	1.00	Director	$0	$0	$0
Tim Alderson	Chairman	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	$293,411	$319,273	$51,793	$-25,862
2022	$328,468	$305,674	$87,437	$22,794
2021	$382,997	$408,822	$30,861	$-25,825
2020	$393,167	$392,735	$56,489	$432
2019	$414,681	$384,723	$56,021	$29,958
2018	$461,201	$365,910	$42,790	$95,291

Jubilee Consortium