Jasons Deli Family Fund

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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

Erica LaRocca

Phone

4098381976

Tax Period

2021-01-01 to 2021-12-31

Jasons Deli Family Fund, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $151K in total revenue in fiscal year 2021. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $247K exceeded revenue, resulting in a 63% operating deficit.

Mission

Provide assistance to employees and immediate family during catastrophic events, and provide educational scholarships to qualifying employees or children of employees.

Program Service Accomplishments

Program 1

Expenses: $180,173

During 2021, made 84 distributions related to catastrophic events to qualifying employees or children of employees.

Program 2

Expenses: $63,833

During 2021, made 21 distributions related to scholarships to qualifying employees or children of employees. Independent scholarship administrator, Scholarship America, was utilized.

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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 (2021)

Revenue Breakdown

Contributions & Grants $151,305

Program Service Revenue $0

Investment Income $174

Other Revenue $0

TOTAL REVENUE $151,479

Expense Breakdown

Grants Paid $244,006

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $244,006

Other Expenses $2,675

TOTAL EXPENSES $246,681

Year-over-Year Comparison

	2021	2020	Change
Revenue	$151,479	$190,806	-0.2%
Expenses	$246,681	$247,290	0.0%
Net Income	$-95,202	$-56,484	+0.7%

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

N/A

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
Chelsea Pavey	Secretary	1.00	Officer Director	$0	$0	$0
Fouad Jomaa	Director	1.00	Director	$0	$0	$0
Travis Bryant	President	1.00	Officer Director	$0	$0	$0
Kim Jones	Director	1.00	Director	$0	$0	$0
Christina Pepera	Director	1.00	Director	$0	$0	$0
Erica LaRocca	Treasurer	1.00	Officer Director	$0	$0	$0
Jason Harmon	Director	1.00	Director	$0	$0	$0
Michele Kemplay	Vice President	2.00	Officer Director	$0	$0	$0
Jennifer Bell	Director	1.00	Director	$0	$0	$0
Amalio Najera	Director	1.00	Director	$0	$0	$0
Joey Ramsey	Director	1.00	Director	$0	$0	$0
Matt Goldenburg	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
2021	$151,479	$246,681	$102,616	$-95,202
2020	$190,806	$247,290	$197,818	$-56,484
2019	$286,663	$279,952	$254,302	$6,711
2018	$271,092	$187,349	$247,591	$83,743