JAMES ARTHUR ALBERT FOUNDATION (EIN 270842495) - 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

Principal Officer

James A Albert

Phone

5159910007

Tax Period

2024-01-01 to 2024-12-31

JAMES ARTHUR ALBERT FOUNDATION, founded in 2008, is a small nonprofit in the Education sector that reported $550K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $686K exceeded revenue, resulting in a 25% operating deficit.

Mission

Improve Quality of life of children of Belize by distributing goods and services, including scholarships for hundreds of students to attend high school,constructing school buildings, and operating satellite internet centers to serve students and families.

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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 (2024)

Revenue Breakdown

Contributions & Grants $548,563

Program Service Revenue $0

Investment Income $1,301

Other Revenue $0

TOTAL REVENUE $549,864

Expense Breakdown

Grants Paid $558,007

Salaries & Benefits $21,092

Fundraising Expenses $17,269

Program Expenses $558,007

Other Expenses $107,302

TOTAL EXPENSES $686,401

Year-over-Year Comparison

	2024	2023	Change
Revenue	$549,864	$629,661	-0.1%
Expenses	$686,401	$471,017	+0.5%
Net Income	$-136,537	$158,644	-1.9%

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
James A Albert	Director	40.00	Director	$0	$0	$0
Kale Van Bruggen	Director	12.00	Director	$0	$0	$0
Nicholas A Cooper	Director	3.00	Director	$0	$0	$0
Joseph B Saluri	Director	3.00	Director	$0	$0	$0
Patrick Waldron	Director	5.00	Director	$0	$0	$0
Joel Barrows	Director	3.00	Director	$0	$0	$0
Danette Kennedy	Director	3.00	Director	$0	$0	$0
Nicholas Shaull	Director	8.00	Director	$0	$0	$0
Jeffrey M Lamberti	Director	8.00	Director	$0	$0	$0
Linda Lamberti	Director	8.00	Director	$0	$0	$0
Thomas Jackowski	Director	5.00	Director	$0	$0	$0
Julie Jackowski	Director	5.00	Director	$0	$0	$0
Paul J Carter	Director	5.00	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
2025	No data	No data	No data	No data
2024	$549,864	$686,401	$41,331	$-136,537
2023	$629,661	$471,017	$177,868	$158,644
2022	$297,171	$333,788	$19,224	$-36,617
2021	$251,037	$249,417	$55,841	$1,620

JAMES ARTHUR ALBERT FOUNDATION