JONES ACADEMY FOUNDATION (EIN 260084734) - 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

Legal Domicile

Principal Officer

JOY CULBREATH

Phone

5809248280

Tax Period

2017-10-01 to 2018-09-30

JONES ACADEMY FOUNDATION is a small nonprofit that reported $685K in total revenue in fiscal year 2017. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $607K, a strong 89% operating margin.

Mission

STATEMENT, "PURPOSE FOR ENDOWMENT"

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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 (2017)

Revenue Breakdown

Contributions & Grants $424,756

Program Service Revenue $0

Investment Income $259,798

Other Revenue $0

TOTAL REVENUE $684,554

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $6,853

Fundraising Expenses $0

Program Expenses $27,413

Other Expenses $66,042

TOTAL EXPENSES $77,895

Year-over-Year Comparison

	2017	2016	Change
Revenue	$684,554	$563,123	+0.2%
Expenses	$77,895	$108,207	-0.3%
Net Income	$606,659	$454,916	+0.3%

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
JOY CULBREATH	CHAIRPERSON	8.00	Officer Director	$0	$0	$0
BRUCE BARNETT	Treasurer	1.00	Officer Director	$0	$0	$0
LINDA POWERS	Secretary	8.00	Officer Director	$0	$0	$0
JON MARSHALL	Vice Chairperso	2.00	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
2018	$684,554	$77,895	No data	$606,659

JONES ACADEMY FOUNDATION