Jeta Grove Foundation Inc (EIN 300754003) - 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

2011

Legal Domicile

Tax Period

2020-01-01 to 2020-12-31

Jeta Grove Foundation Inc, founded in 2011, is a small nonprofit in the Religion sector that reported $493K in total revenue in fiscal year 2020. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $276K, a strong 56% operating margin.

Mission

Its mission is to operate for educational, religious and charitable purposes, fostering and promoting the teachings of the Buddha by serving, in accordance with the principles of the Pali Canon, as financial steward for a residential monastic community.

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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 (2020)

Revenue Breakdown

Contributions & Grants $490,488

Program Service Revenue $0

Investment Income $2,255

Other Revenue $0

TOTAL REVENUE $492,743

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,379

Other Expenses $217,236

TOTAL EXPENSES $217,236

Year-over-Year Comparison

	2020	2019	Change
Revenue	$492,743	$263,166	+0.9%
Expenses	$217,236	$199,896	+0.1%
Net Income	$275,507	$63,270	+3.4%

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
Anna Meigs	Director	0.50	Director	$0	$0	$0
Tom Bassarear	Director	1.00	Director	$0	$0	$0
Eric McCord	President	1.00	Officer Director	$0	$0	$0
Gloria Ambrosia	Treasurer	0.50	Officer Director	$0	$0	$0
Barnes Peterson	Clerk	1.00	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
2020	$492,743	$217,236	$2,754,767	$275,507
2019	$263,166	$199,896	$2,468,981	$63,270
2018	$304,104	$214,410	$2,406,952	$89,694

Jeta Grove Foundation Inc