JANE BANCROFT ROBINSON FOUNDATION INC (EIN 273818431) - 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

LORI JACKSON

Phone

2025374000

Tax Period

2024-07-01 to 2025-06-30

JANE BANCROFT ROBINSON FOUNDATION INC, founded in 2010, is a mid-sized nonprofit in the Health Care sector that reported $11.2M in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.3M, a strong 56% operating margin.

Mission

SUPPORTING ORGANIZATION FOR LUCY WEBB HAYES NATIONAL TRAINING SCHOOL FOR DEACONESSES AND MISSIONARIES.

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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 $11,212,814

Other Revenue $0

TOTAL REVENUE $11,212,814

Expense Breakdown

Grants Paid $2,725,550

Salaries & Benefits $942,602

Fundraising Expenses $0

Program Expenses $4,421,171

Other Expenses $1,254,129

TOTAL EXPENSES $4,922,281

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,212,814	$7,007,468	+0.6%
Expenses	$4,922,281	$4,091,303	+0.2%
Net Income	$6,290,533	$2,916,165	+1.2%

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

$277,242

Total Directors

$277,242

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI JACKSON	TRUSTEE, PRESIDENT & CEO	40.00	Officer Director	$0	$15,263	$277,242
EDWARD J MILLER JR	TRUSTEE, CHAIRMAN	1.00	Director	$0	$0	$0
REV A DAVID ARGO PHD	TRUSTEE, TREASURER	1.00	Officer Director	$0	$0	$0
J RENE CARTER	TRUSTEE, VICE CHAIRMAN	1.00	Director	$0	$0	$0
GUY CECIL	TRUSTEE	1.00	Director	$0	$0	$0
JOAN LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
HASAN ZIA MD	TRUSTEE	1.00	Director	$0	$0	$0
IEESHA GILLIS ESQ	TRUSTEE, SECRETARY	1.00	Officer Director	$0	$0	$0
ALEXANDRA MCPHERRON PHD	TRUSTEE	1.00	Director	$0	$0	$0
BISHOP LATRELLE EASTERLING	TRUSTEE	1.00	Director	$0	$0	$0
REV PAUL JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
DAWNN LEARY	TRUSTEE	1.00	Director	$0	$0	$0
MARISSA MCKEEVER ESQ	TRUSTEE	1.00	Director	$0	$0	$0
ERICA ROBINSON-JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
PANDIT WRIGHT	TRUSTEE	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
2025	$11,212,814	$4,922,281	$132,094,842	$6,290,533
2024	$7,007,468	$4,091,303	$118,343,060	$2,916,165
2023	$1,511,168	$3,441,619	$101,215,682	$-1,930,451
2022	$5,222,593	$2,777,990	$90,350,700	$2,444,603
2021	$10,625,384	$1,644,798	$97,732,581	$8,980,586
2020	$2,889,592	$2,106,571	$65,749,685	$783,021
2019	$3,506,736	$1,290,758	$57,214,848	$2,215,978
2018	$3,001,557	$1,370,588	$46,726,669	$1,630,969

JANE BANCROFT ROBINSON FOUNDATION INC