THE JOSHUA GROUP (EIN 311672530) - 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

1999

Legal Domicile

Principal Officer

JEANNETTA POLITIS

Phone

7172364464

Tax Period

2024-08-01 to 2025-07-31

THE JOSHUA GROUP, founded in 1999, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $2.4M exceeded revenue, resulting in a 25% operating deficit.

Mission

PROVIDE EDUCATIONAL SUPPORT FOR INNER CITY YOUTH

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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 $1,797,413

Program Service Revenue $0

Investment Income $51,939

Other Revenue $62,220

TOTAL REVENUE $1,911,572

Expense Breakdown

Grants Paid $0

Salaries & Benefits $956,963

Fundraising Expenses $160,017

Program Expenses $2,135,736

Other Expenses $1,439,299

TOTAL EXPENSES $2,396,262

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,911,572	$2,369,212	-0.2%
Expenses	$2,396,262	$2,258,292	+0.1%
Net Income	$-484,690	$110,920	-5.4%

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

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

$120,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB MURPHY	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID BLACK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KATHLEEN BRUDER ESQ	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
JAMES DIEBOLD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ORTENZIO	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SWITZLER	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA C ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
BOB BRANDON	DIRECTOR	1.00	Director	$0	$0	$0
KURT TWIFORD	DIRECTOR	1.00	Director	$0	$0	$0
JEANNETTA POLITIS	EXECUTIVE DI	40.00	Officer	$120,000	$0	$120,000

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	$1,911,572	$2,396,262	$3,188,612	$-484,690
2024	$2,369,212	$2,258,292	$3,700,989	$110,920
2023	$2,164,940	$2,135,919	$3,580,150	$29,021
2022	$1,612,448	$1,658,389	$3,533,037	$-45,941
2021	$1,726,364	$1,308,536	$3,572,739	$417,828
2020	$1,895,102	$1,336,742	$3,227,400	$558,360
2018	$1,248,726	$1,134,369	$2,308,028	$114,357

THE JOSHUA GROUP