Jacobs Village Inc (EIN 352075076) - 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

1999

Legal Domicile

Phone

8129635198

Tax Period

2024-01-01 to 2024-12-31

Jacobs Village Inc, founded in 1999, is a small nonprofit in the Human Services sector that reported $570K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 17% operating margin.

Mission

DEVELOP A SAFE NEIGHBORHOOD COMMUNITY WHERE PEOPLE WITH DISABILITIES AND SENIORS CAN FIND MEANINGFUL RELATIONSHIPS AND HOUSING THAT IS AFFORDABLE & ACCESSIBLE

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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 $325,884

Program Service Revenue $149,914

Investment Income $24,238

Other Revenue $70,365

TOTAL REVENUE $570,401

Expense Breakdown

Grants Paid $0

Salaries & Benefits $176,510

Fundraising Expenses $73,939

Program Expenses $332,881

Other Expenses $295,277

TOTAL EXPENSES $471,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$570,401	$423,785	+0.3%
Expenses	$471,787	$411,863	+0.1%
Net Income	$98,614	$11,922	+7.3%

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

Volunteers

125

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

$64,010

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARMIE GUAGENTI	FOUNDER / DIRECTOR	1.0	Officer Director	$0	$0	$0
ERIC REFFETT	FINANCE COMMITTEE	3.0	Officer Director	$0	$0	$0
KATHY KNAPP	VICE CHAIR / SECRETARY	3.0	Officer Director	$0	$0	$0
MATT SNODGRASS	CHAIRMAN	3.0	Officer Director	$0	$0	$0
RANDY HARTLEY	TREASURER	3.0	Officer Director	$0	$0	$0
ASHLYNN JOHNSON	DIRECTOR	1.0	Director	$0	$0	$0
HOLLI JEWELL-BAME	DIRECTOR	1.0	Director	$0	$0	$0
JAY ADAMS	DIRECTOR	1.0	Director	$0	$0	$0
KAREN GRUNOW	DIRECTOR	1.0	Director	$0	$0	$0
KYLE ANSLINGER	DIRECTOR	1.0	Director	$0	$0	$0
LINDSAY SCHMITT	DIRECTOR	1.0	Director	$0	$0	$0
MARGIE TOMES	DIRECTOR	1.0	Director	$0	$0	$0
PHIL WELLS	DIRECTOR	1.0	Director	$0	$0	$0
STEVEN THEISING	DIRECTOR	1.0	Director	$0	$0	$0
TOM PARKER	DIRECTOR	1.0	Director	$0	$0	$0
JAMIE ESPENLAUB	EXECUTIVE DIRECTOR	35.0	Key Emp	$64,010	$0	$64,010

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	$570,401	$471,787	$4,927,897	$98,614
2023	$423,785	$411,863	$4,808,728	$11,922
2022	$322,101	$428,920	$4,789,275	$-106,819
2021	$496,745	$531,099	$4,946,303	$-34,354
2020	$411,356	$388,462	$4,987,375	$22,894
2019	$422,046	$427,256	$5,049,452	$-5,210
2018	$424,919	$441,112	$5,086,931	$-16,193

Jacobs Village Inc