JGH Memorial Fund 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

Julie Caddell

Phone

5135742095

Tax Period

2024-01-01 to 2024-12-31

JGH Memorial Fund Inc, founded in 2009, is a small nonprofit in the Human Services sector that reported $174K in total revenue in fiscal year 2024. Expenses of $168K left a modest 4% surplus.

Mission

The Corporation made awards to individuals and families from applicants who are experiencing financial hardship resulting froim medical treatment from catistrophic illness. Awards of 172,594 were made to nione individuals and families.

Program Service Accomplishments

Program 1

Expenses: $166,976

The Corporation made awards to individuals and families from applicants who are experiencing financial hardship resulting froim medical treatment from catastrophic illness.

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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 $52,260

Program Service Revenue $0

Investment Income $0

Other Revenue $121,882

TOTAL REVENUE $174,142

Expense Breakdown

Grants Paid $166,976

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,976

Other Expenses $614

TOTAL EXPENSES $167,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$174,142	$180,609	0.0%
Expenses	$167,590	$177,334	-0.1%
Net Income	$6,552	$3,275	+1.0%

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
Julie Cadfdell	Trustee/President	015.00	Officer Director	$0	$0	$0
Megan Richardson	Trustee/Treasurer	010.00	Officer Director	$0	$0	$0
James Hoeh Jr	Trustee/Director	010.00	Director	$0	$0	$0
Kim Meucci	Trustee/Director	010.00	Director	$0	$0	$0
Tim Schuelz	Trustee/Director	005.00	Director	$0	$0	$0
John Hoeh	Trustee/Director	005.00	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	$174,142	$167,590	$16,328	$6,552
2023	$180,609	$177,334	$9,776	$3,275
2022	$174,319	$174,122	$6,501	$197
2021	$240,220	$250,071	$6,304	$-9,851