Jonna and Jill Foundation Inc (EIN 262934739) - 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

2008

Legal Domicile

Phone

7194474620

Tax Period

2022-01-01 to 2022-12-31

Jonna and Jill Foundation Inc, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $158K in total revenue in fiscal year 2022. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $320K exceeded revenue, resulting in a 102% operating deficit.

Mission

Support the purpose of Christian Community Foundation DBA WaterStone

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $158,450

Other Revenue $0

TOTAL REVENUE $158,450

Expense Breakdown

Grants Paid $307,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $307,000

Other Expenses $13,079

TOTAL EXPENSES $320,079

Year-over-Year Comparison

	2022	2021	Change
Revenue	$158,450	$120,507	+0.3%
Expenses	$320,079	$244,182	+0.3%
Net Income	$-161,629	$-123,675	+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

$463,542

Total Directors

$463,542

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Start	Assistant Sec.	1.00	Officer Director	$0	$47,018	$260,826
John Mulder	Assistant Sec.	1.00	Officer Director	$0	$6,612	$202,716
Jon M Morgan	President	1.00	Officer Director	$0	$0	$0
Kimberly K Morgan	Vice President	1.00	Officer Director	$0	$0	$0
Alan J Brown	Secretary	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
2022	$158,450	$320,079	$631,508	$-161,629
2021	$120,507	$244,182	$724,232	$-123,675
2020	$122,363	$991,307	$1,464,695	$-868,944

Jonna and Jill Foundation Inc