AGNES REYNOLDS JACKSON FUND (EIN 341683826) - 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

1992

Legal Domicile

Principal Officer

DANIELLE LUTMAN

Phone

5676945986

Tax Period

2024-07-01 to 2025-06-30

AGNES REYNOLDS JACKSON FUND, founded in 1992, is a small nonprofit in the Unknown sector that reported $280K in total revenue in fiscal year 2024. Revenue surged 230% from the prior year, signaling strong growth momentum. The organization ran a surplus of $205K, a strong 73% operating margin.

Mission

THE AGNES REYNOLDS JACKSON FUND, OR AGGIE FUND FOR SHORT, IS AN ALL- VOLUNTEER, 501(C)3 ORGANIZATION DEDICATED TO ENSURING THAT ABORTION IS ACCESSIBLE FOR EVERY PERSON REGARDLESS OF GEOGRAPHY AND FINANCIAL STATUS TO ENSURE THAT EVERYONE HAS THE RIGHT TO MAKE THEIR OWN REPRODUCTIVE CHOICES.

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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 $237,706

Program Service Revenue $0

Investment Income $1,338

Other Revenue $40,684

TOTAL REVENUE $279,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,628

Other Expenses $74,628

TOTAL EXPENSES $74,628

Year-over-Year Comparison

	2024	2023	Change
Revenue	$279,728	$84,696	+2.3%
Expenses	$74,628	$182,057	-0.6%
Net Income	$205,100	$-97,361	-3.1%

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
DANIELLE LUTMAN	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
MARCEE LICHTENWALD	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
COURTNEY MACKLIN	SECRETARY	5.00	Officer Director	$0	$0	$0
MARCIE WAHBA	TREASURER	5.00	Officer Director	$0	$0	$0
KRISTIN HADY	BOARD MEMBER	5.00	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
2025	$279,728	$74,628	$294,551	$205,100
2023	$259,320	$137,877	$186,812	$121,443

AGNES REYNOLDS JACKSON FUND