JUANITA SIMS DOTY FOUNDATION (EIN 273476065) - 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

DR KARLA MCCULLOUGH

Phone

6018829127

Tax Period

2024-01-01 to 2024-12-31

JUANITA SIMS DOTY FOUNDATION, founded in 2010, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.2M exceeded revenue, resulting in a 10% operating deficit.

Mission

IMPROVING LIVES THROUGH HEALTH AND EDUCATION ACTIVITIES.

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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 $1,066,050

Program Service Revenue $0

Investment Income $0

Other Revenue $1,482

TOTAL REVENUE $1,067,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $418,802

Fundraising Expenses $0

Program Expenses $1,074,279

Other Expenses $755,755

TOTAL EXPENSES $1,174,557

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,067,532	$1,030,556	+0.0%
Expenses	$1,174,557	$1,012,380	+0.2%
Net Income	$-107,025	$18,176	-6.9%

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

$129,490

Total Directors

$237,008

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR KARLA MCCULLOUGH	EXECUTIVE DI	40.00	Officer Director	$123,324	$6,166	$129,490
DR WILLIAM JEMISON	PRESIDENT	2.00	Officer Director	$0	$0	$0
DR JUSTIN GREEN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DR KIMBERLY SMASH MD	SECRETARY	2.00	Officer Director	$0	$0	$0
DR JUANITA SIMS DOTY	BOARD MEMBER	40.00	Director	$102,398	$5,120	$107,518
SISTER EILEEN MCKENZIE	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA WATERS	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT WOODSON	BOARD MEMBER	1.00	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	$1,067,532	$1,174,557	$828,941	$-107,025
2023	$1,030,556	$1,012,380	$643,897	$18,176
2022	$977,629	$915,241	$523,226	$62,388
2021	$734,283	$639,423	$652,854	$94,860
2020	$157,274	$293,600	$600,319	$-136,326
2019	$392,046	$428,630	$355,941	$-36,584
2018	$637,251	$546,426	$376,937	$90,825

JUANITA SIMS DOTY FOUNDATION