Julia B Williams Delta Associates Foundation (EIN 330651017) - 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

2014

Legal Domicile

Principal Officer

Gloria Jackson

Phone

3103869824

Tax Period

2021-07-01 to 2022-06-30

Julia B Williams Delta Associates Foundation, founded in 2014, is a micro nonprofit in the Human Services sector that reported $3K in total revenue in fiscal year 2021. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2K, a strong 59% operating margin.

Mission

Educational support of African-American women through sponsorship of special events and programs designed promote community improvement and foster high self esteem.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $3,486

Other Revenue $0

TOTAL REVENUE $3,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,438

TOTAL EXPENSES $1,438

Year-over-Year Comparison

	2021	2020	Change
Revenue	$3,486	$9,641	-0.6%
Expenses	$1,438	$1,379	+0.0%
Net Income	$2,048	$8,262	-0.8%

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

N/A

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
Linda Evans	President	005.00	Officer	$0	$0	$0
Gloria Jackson	Treasurer	010.00	Officer	$0	$0	$0
Sheila Tresvant	Secretary	005.00	Officer	$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
2022	$3,486	$1,438	$172,705	$2,048
2021	$9,641	$1,379	$177,840	$8,262
2020	$1,709	$1,336	$163,694	$373
2019	$5,627	$3,654	$163,750	$1,973

Julia B Williams Delta Associates Foundation