Warren T Jackson Education Foundation Inc (EIN 260181853) - 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

2007

Legal Domicile

Principal Officer

Mindy Kaplan

Phone

4048028800

Tax Period

2019-08-01 to 2020-07-31

Warren T Jackson Education Foundation Inc, founded in 2007, is a micro nonprofit that reported $57K in total revenue in fiscal year 2019. Revenue surged 265% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 96% operating margin.

Mission

To enhance excellence in education at Warren T. Jackson Elementary School.

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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 (2019)

Revenue Breakdown

Contributions & Grants $54,125

Program Service Revenue $0

Investment Income $52

Other Revenue $2,620

TOTAL REVENUE $56,797

Expense Breakdown

Grants Paid $1,386

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,386

Other Expenses $1,112

TOTAL EXPENSES $2,498

Year-over-Year Comparison

	2019	2018	Change
Revenue	$56,797	$15,554	+2.7%
Expenses	$2,498	$91,245	-1.0%
Net Income	$54,299	$-75,691	-1.7%

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
Matt Brown	Co-President	5.00	Officer Director	$0	$0	$0
Erika Eaton	Co-President	5.00	Officer Director	$0	$0	$0
Neal Pickens	Secretary	5.00	Director	$0	$0	$0
Leslie Anne Benner	Treasurer	5.00	Officer Director	$0	$0	$0
Margaret Scott	Director	5.00	Director	$0	$0	$0
Angel Tittle	Director	5.00	Director	$0	$0	$0
Amanda Orr	Director	5.00	Director	$0	$0	$0
Carrie Lovein	Director	5.00	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
2020	$56,797	$2,498	$151,978	$54,299
2019	$15,554	$91,245	$97,679	$-75,691

Warren T Jackson Education Foundation Inc