Jones Day Foundation (EIN 341570455) - 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

1987

Legal Domicile

Principal Officer

CHRIS KELLY

Phone

2165867028

Tax Period

2023-01-01 to 2023-12-31

Jones Day Foundation, founded in 1987, is a small nonprofit that reported $427K in total revenue in fiscal year 2023. Revenue surged 5171% from the prior year, signaling strong growth momentum. Expenses of $6.4M exceeded revenue, resulting in a 1405% operating deficit.

Mission

TO MAKE CONTRIBUTIONS TO SELECTED CHARITABLE ORGANIZATIONS.

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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 $5,500

Program Service Revenue $0

Investment Income $421,043

Other Revenue $0

TOTAL REVENUE $426,543

Expense Breakdown

Grants Paid $6,416,033

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,416,033

Other Expenses $1,914

TOTAL EXPENSES $6,417,947

Year-over-Year Comparison

	2023	2022	Change
Revenue	$426,543	$8,092	+51.7%
Expenses	$6,417,947	$13,619,812	-0.5%
Net Income	$-5,991,404	$-13,611,720	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS KELLY	PRESIDENT/TRUSTEE	0.75	Officer Director	$0	$0	$0
MARY ELLEN POWERS	VICE PRESIDENT/TRUSTEE	0.5	Officer Director	$0	$0	$0
MIN CHI A ANGEL HUANG	TRUSTEE	0.5	Director	$0	$0	$0
LUIS RIESGO	TRUSTEE	0.5	Director	$0	$0	$0
MARCO LOMBARDI	TRUSTEE	0.5	Director	$0	$0	$0
CHRISTOPHER LOVRIEN	TRUSTEE	0.5	Director	$0	$0	$0
JOHN R PHILLIPS	TRUSTEE	0.5	Director	$0	$0	$0
PETER J WANG	TRUSTEE	0.5	Director	$0	$0	$0
KEVYN ORR	TRUSTEE	0.5	Director	$0	$0	$0
SOPHIE HAGEGE	TRUSTEE	0.5	Director	$0	$0	$0
TINA TABACCHI	TRUSTEE	0.5	Director	$0	$0	$0
SUSHMA JOBANPUTRA	TRUSTEE	0.5	Director	$0	$0	$0
ELENA KAPLAN	SECRETARY	2.5	Officer	$0	$0	$0
KIM M MCFARLANE	TREASURER	0.5	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
2024	No data	No data	No data	No data
2023	$426,543	$6,417,947	$8,858,312	$-5,991,404
2022	$8,092	$13,619,812	$14,849,716	$-13,611,720
2021	$10,012,679	$7,669,160	$28,461,436	$2,343,519
2020	$26,605,395	$5,301,457	$26,117,917	$21,303,938

Jones Day Foundation