JACKSON FAMILY FOUNDATION

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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

2010

Legal Domicile

Principal Officer

CRAIG H JACKSON

Phone

4804216694

Tax Period

2024-01-01 to 2024-12-31

JACKSON FAMILY FOUNDATION, founded in 2010, is a small nonprofit in the Medical Research sector that reported $562K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $663K exceeded revenue, resulting in a 18% operating deficit.

Mission

DISTRIBUTIONS OF FUNDS TO VARIOUS CHARITIES

Program Service Accomplishments

Program 1

Expenses: $660,000

THE FOUNDATION WILL MAKE GIFTS, GRANTS, AND CONTRIBUTIONS TO OTHER SECTION 501 (C)(3) ORGANIZATIONS, OR OTHER ORGANIZATIONS, FOR NUMEROUS EXEMPT CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING CAUSES...

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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 $0

Program Service Revenue $0

Investment Income $20,668

Other Revenue $541,031

TOTAL REVENUE $561,699

Expense Breakdown

Grants Paid $660,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $660,000

Other Expenses $3,325

TOTAL EXPENSES $663,325

Year-over-Year Comparison

	2024	2023	Change
Revenue	$561,699	$488,356	+0.2%
Expenses	$663,325	$291,387	+1.3%
Net Income	$-101,626	$196,969	-1.5%

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
CRAIG H JACKSON	PRESIDENT	0.80	Officer Director	$0	$0	$0
ANNE MARIE GEARY	DIRECTOR	0.40	Director	$0	$0	$0
CAROLYN MULLANY JACKSON	SECRETARY	0.80	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
2025	No data	No data	No data	No data
2024	$561,699	$663,325	$437,526	$-101,626
2023	$488,356	$291,387	$539,003	$196,969
2022	$334,594	$173,401	$342,034	$161,193
2021	$55,799	$137,793	$180,841	$-81,994
2020	$287,230	$112,413	$262,835	$174,817
2019	$278,247	$242,011	$88,028	$36,236
2018	$241,156	$207,104	$51,821	$34,052