EXPLORING JOARA FOUNDATION INC (EIN 261074825) - 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

DOUG DICKSON

Phone

8284392463

Tax Period

2020-07-01 to 2021-06-30

EXPLORING JOARA FOUNDATION INC, founded in 2007, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $21K in total revenue in fiscal year 2020. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $33K exceeded revenue, resulting in a 54% operating deficit.

Mission

SUPPORT ARCHAEOLOGICAL STUDY OF NATIVE AMERICAN CULTURES IN WESTERN NORTH CAROLINA

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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 (2020)

Revenue Breakdown

Contributions & Grants $20,599

Program Service Revenue $0

Investment Income $2

Other Revenue $630

TOTAL REVENUE $21,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $332

Program Expenses $25,678

Other Expenses $32,788

TOTAL EXPENSES $32,788

Year-over-Year Comparison

	2020	2019	Change
Revenue	$21,231	$49,549	-0.6%
Expenses	$32,788	$61,264	-0.5%
Net Income	$-11,557	$-11,715	0.0%

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
DR DAVID MOORE	SENIOR ARCHAEOLOGIST	1.00	Officer Director	$0	$0	$0
ROB HOOKS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DOUG DICKSON	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN HALL	VICE-CHAIRWOMAN	1.00	Officer Director	$0	$0	$0
GARY SWINKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BURTON BERRY	DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
LINDA WALL	DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
DR CHRIS RODNING	EX OFFICIO	1.00	Director	$0	$0	$0
DR ROB BECK	EX OFFICIO	1.00	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
2021	$21,231	$32,788	$299,334	$-11,557
2020	$49,549	$61,264	$326,178	$-11,715
2019	$164,215	$64,958	$352,278	$99,257

EXPLORING JOARA FOUNDATION INC