Childrens Jubilee Fund (EIN 311540887) - 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

1996

Legal Domicile

Phone

2152339866

Tax Period

2023-07-01 to 2024-06-30

Childrens Jubilee Fund, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $539K in total revenue in fiscal year 2023.

Mission

To provide need based scholarships

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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 $532,429

Program Service Revenue $0

Investment Income $7,043

Other Revenue $0

TOTAL REVENUE $539,472

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,042

Fundraising Expenses $77,026

Program Expenses $408,886

Other Expenses $436,062

TOTAL EXPENSES $548,104

Year-over-Year Comparison

	2023	2022	Change
Revenue	$539,472	$513,547	+0.1%
Expenses	$548,104	$629,060	-0.1%
Net Income	$-8,632	$-115,513	-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

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

$77,441

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Timothy Geiger	Fmr Exc Directr	40.00	Director	$77,441	$0	$77,441
Dorothy Boersma	Secretary	0.50	Officer Director	$0	$0	$0
Randolph E Richardson	Vice Chair	0.50	Director	$0	$0	$0
Rob Radcliff	Vice chair	0.50	Officer Director	$0	$0	$0
Milton Velez	Vice chair	0.50	Officer Director	$0	$0	$0
JOYCE JOHNSON	Board Member	0.50	Director	$0	$0	$0
Olga Velez	Board member	0.50	Director	$0	$0	$0
LISA NELSON	BOARD MEMBER	0.50	Director	$0	$0	$0
LINDA RUTH PASKELL	BOARD MEMBER	0.50	Director	$0	$0	$0
Donald Spooner	Treasurer	0.50	Officer Director	$0	$0	$0
Cheryle Radcliff	board member	0.50	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	$539,472	$548,104	$408,921	$-8,632
2023	$513,547	$629,060	$412,163	$-115,513
2022	$713,902	$736,289	$518,652	$-22,387
2021	$754,532	$664,835	$585,815	$89,697
2020	$754,867	$687,818	$451,834	$67,049
2019	$590,291	$793,229	$395,344	$-202,938
2018	$851,676	$1,089,556	$603,832	$-237,880

Childrens Jubilee Fund