The Josina Lott Foundation (EIN 341916119) - 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

1990

Legal Domicile

Phone

4198669013

Tax Period

2023-01-01 to 2023-12-31

The Josina Lott Foundation, founded in 1990, is a small nonprofit in the Human Services sector that reported $259K in total revenue in fiscal year 2023. Revenue surged 998% from the prior year, signaling strong growth momentum. The organization ran a surplus of $185K, a strong 71% operating margin.

Mission

To provide financial support to Manahan (formerly Josina Lott Residential & Community Services) so that they may provide quality services & a safe living environment to the individuals.

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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 $21,752

Program Service Revenue $0

Investment Income $237,347

Other Revenue $0

TOTAL REVENUE $259,099

Expense Breakdown

Grants Paid $58,897

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,897

Other Expenses $15,368

TOTAL EXPENSES $74,265

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,099	$23,598	+10.0%
Expenses	$74,265	$62,896	+0.2%
Net Income	$184,834	$-39,298	-5.7%

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

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

$223,301

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven Maenle	Executive Director	2.00	Officer	$104,264	$12,443	$116,707
Matthew Henry	Associate Director	2.00	Officer	$78,533	$28,061	$106,594
Mr Joseph Beham	President	2.00	Officer Director	$0	$0	$0
Ms Diann Stretten	Vice President	2.00	Officer Director	$0	$0	$0
Mr Jonathan Ashton	Secretary	2.00	Officer Director	$0	$0	$0
Mr Brett Loney	Treasurer	2.00	Officer Director	$0	$0	$0
Mr Aaron Kovacs	Board member	2.00	Officer Director	$0	$0	$0
Ms Mary Kern	Board Member	2.00	Officer Director	$0	$0	$0
Dr James Harter	Board Member	2.00	Officer 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	No data	No data	No data	No data
2023	$259,099	$74,265	$1,972,064	$184,834
2022	$23,598	$62,896	$1,841,904	$-39,298
2021	$101,234	$87,615	$1,990,389	$13,619
2020	$134,461	$59,737	$1,560,811	$74,724
2019	$70,140	$69,668	$1,456,710	$472
2018	$114,719	$75,165	$1,277,383	$39,554

The Josina Lott Foundation