JACKSON CLASSICAL INC

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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

BONNIE WARD

Phone

6017900575

Tax Period

2021-07-01 to 2022-06-30

JACKSON CLASSICAL INC, founded in 2009, is a small nonprofit in the Education sector that reported $232K in total revenue in fiscal year 2021. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $220K left a modest 5% surplus.

Mission

TO PROVIDE FAMILIES RESEARCH AND NETWORKING RESOURCES TO ENABLE THEM TO HOMESCHOOL THEIR CHILDREN.

Program Service Accomplishments

Program 1

Expenses: $219,818 Revenue: $196,717

PROVIDE COUNSELING TO PARENTS WHO WANT TO HOMESCHOOL THEIR CHILDREN. ALSO PROVIDE NETWORKING RESOURCES AND CURRICULUM CHOICES TO FAMILIES WHO HOMESCHOOL THEIR 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 (2021)

Revenue Breakdown

Contributions & Grants $1,005

Program Service Revenue $195,712

Investment Income $0

Other Revenue $35,780

TOTAL REVENUE $232,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,829

Fundraising Expenses $0

Program Expenses $219,818

Other Expenses $52,989

TOTAL EXPENSES $219,818

Year-over-Year Comparison

	2021	2020	Change
Revenue	$232,497	$214,855	+0.1%
Expenses	$219,818	$243,535	-0.1%
Net Income	$12,679	$-28,680	-1.4%

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

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
BRYANT BUTLER	CHAIRMAN	5.00	Officer Director	$0	$0	$0
CHRISTOPHER MEREDITH	VICE CHAIRMAN	2.00	Director	$0	$0	$0
BARBIE BASSETT	DIRECTOR	2.00	Director	$0	$0	$0
JAN MILLER	DIRECTOR	2.00	Director	$0	$0	$0
DAVID HOWIE	DIRECTOR	2.00	Director	$0	$0	$0
PHILIP LAND	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA MULLIGAN	DIRECTOR	2.00	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
2022	$232,497	$219,818	$310,240	$12,679
2021	$214,855	$243,535	$332,802	$-28,680
2020	$281,297	$246,474	$326,962	$34,823
2019	$353,890	$279,724	$292,343	$74,166
2018	$325,860	$298,480	$218,812	$27,380