JIWANKO SAATHIHARU JEREMY SAXE FOUNDATION FOR EDUCATION & DEV INC (EIN 263345574) - 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

2009

Legal Domicile

Principal Officer

TRACY ALAN SAXE

Phone

2032872145

Tax Period

2023-01-01 to 2023-12-31

JIWANKO SAATHIHARU JEREMY SAXE FOUNDATION FOR EDUCATION & DEV INC, founded in 2009, is a micro nonprofit in the Education sector that reported $46K in total revenue in fiscal year 2023. Revenue surged 263% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 90% operating margin.

Mission

TO ASSIST WITH AND FINANCE THE BUILDING, IMPROVEMENT, AND MAINTENANCE OF SCHOOLS IN UNDER-DEVELOPED COUNTRIES. TO AWARD EDUCATIONAL SCHOLARSHIPS, INCLUDING TO UNDER-PRIVILEGED CHILDREN.

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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 $36

Program Service Revenue $0

Investment Income $45,962

Other Revenue $0

TOTAL REVENUE $45,998

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $500

Other Expenses $3,968

TOTAL EXPENSES $4,468

Year-over-Year Comparison

	2023	2022	Change
Revenue	$45,998	$12,687	+2.6%
Expenses	$4,468	$6,107	-0.3%
Net Income	$41,530	$6,580	+5.3%

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
HEIDI SOKOLOFF SAXE	PRESIDENT, DIRECTOR	1.00	Officer Director	$0	$0	$0
TRACY ALAN SAXE	SECRETARY/TREASURER,DIRECT	10.00	Officer Director	$0	$0	$0
RYAN SAXE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN KING	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA MONSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER MCCONNELL	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW DOLAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY ERVIN	DIRECTOR	1.00	Director	$0	$0	$0
ANIL CHITRAKAR	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$45,998	$4,468	$1,045,808	$41,530
2022	$12,687	$6,107	$1,004,278	$6,580
2021	$17,086	$3,072	$997,698	$14,014
2020	$15,060	$2,518	$983,684	$12,542
2019	$19,727	$3,177	$971,142	$16,550
2018	$107,531	$2,814	$954,592	$104,717

JIWANKO SAATHIHARU JEREMY SAXE FOUNDATION FOR EDUCATION & DEV INC