BR-ORVILLE L JONES (EIN 346501252) - 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

2015

Legal Domicile

Phone

4122340023

Tax Period

2023-01-01 to 2023-12-31

BR-ORVILLE L JONES, founded in 2015, is a small nonprofit that reported $867K in total revenue in fiscal year 2023. Expenses of $1.5M exceeded revenue, resulting in a 75% operating deficit.

Mission

THE TRUST DATED AUGUST 28, 1942 IN THE NAME OF THE BENJAMIN ROSE INSTITUTE. THE PREFERENCE BEING TO PROMOTE THE COMFORT OF THE NEEDY IN HOSPITALS AND FRESH-AIR CAMPS, AND OF NEEDY CHILDREN. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENEFICIARIES HAVE CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% AFV OR TRADITIONAL INCOME.

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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 $0

Program Service Revenue $0

Investment Income $813,671

Other Revenue $53,460

TOTAL REVENUE $867,131

Expense Breakdown

Grants Paid $1,466,368

Salaries & Benefits $33,019

Fundraising Expenses $0

Program Expenses $1,466,368

Other Expenses $18,375

TOTAL EXPENSES $1,517,762

Year-over-Year Comparison

	2023	2022	Change
Revenue	$867,131	$890,289	0.0%
Expenses	$1,517,762	$1,688,318	-0.1%
Net Income	$-650,631	$-798,029	-0.2%

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
BNY MELLON N A	TRUSTEE	N/A		$33,019	$0	$33,019

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	$867,131	$1,517,762	$28,062,463	$-650,631
2022	$890,289	$1,688,318	$27,311,837	$-798,029
2021	$1,150,109	$1,451,630	$28,068,482	$-301,521
2020	$5,940,249	$1,427,003	$28,248,705	$4,513,246
2019	$1,096,003	$1,365,971	$23,830,404	$-269,968

BR-ORVILLE L JONES