JT TOWNSEND FOUNDATION INC (EIN 273033901) - 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

2010

Legal Domicile

Principal Officer

TOMMY DONAHOO

Phone

9043730737

Tax Period

2023-01-01 to 2023-12-31

JT TOWNSEND FOUNDATION INC, founded in 2010, is a small nonprofit in the Human Services sector that reported $218K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $210K left a modest 4% surplus.

Mission

THE JT TOWNSEND FOUNDATION IS A NONPROFIT ORGANIZATION WHOSE MISSION IS PROVIDING HOPE TO THE COMMUNITY OF PEOPLE WITH DISABILITIES BY OFFERING FINANCIAL ASSISTANCE FOR ADAPTIVE EQUIPMENT AND SERVICES THAT WILL IMPROVE THEIR QUALITY OF LIFE. THE VISION OF THE ORGANIZATION IS TO CARRY ON JT'S LEGACY AND HIS VISION OF A COMMUNITY WHERE INDIVIDUALS WITH DISABILITIES ARE ACHIEVING MAXIMUM INDEPENDENCE AND QUALITY OF LIFE WITHOUT UNNECESSARY LIMITATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $194,035

Program Service Revenue $0

Investment Income $4,733

Other Revenue $19,331

TOTAL REVENUE $218,099

Expense Breakdown

Grants Paid $124,950

Salaries & Benefits $68,754

Fundraising Expenses $0

Program Expenses $205,671

Other Expenses $16,525

TOTAL EXPENSES $210,229

Year-over-Year Comparison

	2023	2022	Change
Revenue	$218,099	$239,232	-0.1%
Expenses	$210,229	$161,279	+0.3%
Net Income	$7,870	$77,953	-0.9%

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

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

$30,000

Total Directors

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAULINE GERRY	EXECUTIVE DI	36.00	Officer Director	$30,000	$0	$30,000
WHITNEY CALFEE	DIRECTOR	2.00	Director	$0	$0	$0
CARYN CARREIRO	DIRECTOR	2.00	Director	$0	$0	$0
LARRY CHASE	EXECUTIVE CO	2.00	Director	$0	$0	$0
MAUREEN DIEDERICH	EXECUTIVE CO	4.00	Director	$0	$0	$0
TOMMY DONAHOO	EXECUTIVE CO	2.00	Officer Director	$0	$0	$0
SHERRI FELDMANI	DIRECTOR	4.00	Director	$0	$0	$0
KEITH HAYES	DIRECTOR	4.00	Director	$0	$0	$0
ROBERT B HUTCHINSON JR	TREASURER/EX	12.00	Officer Director	$0	$0	$0
COLEMAN LAY	DIRECTOR	2.00	Director	$0	$0	$0
ED LOMBARD	PRESIDENT	6.00	Director	$0	$0	$0
ERIC MASON	EXECUTIVE CO	3.00	Director	$0	$0	$0
PAUL STURNEY	DIRECTOR	2.00	Director	$0	$0	$0
NICK WALKER	DIRECTOR	2.00	Director	$0	$0	$0
CARLOS ZEIGLER	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
2024	No data	No data	No data	No data
2023	$218,099	$210,229	$486,474	$7,870
2022	$239,232	$161,279	$403,718	$77,953
2021	$204,135	$219,957	$373,973	$-15,822
2020	$171,308	$202,223	$353,860	$-30,915
2019	$220,554	$294,847	$365,919	$-74,293
2018	$186,113	$237,359	$390,052	$-51,246

JT TOWNSEND FOUNDATION INC