JAMES SHOOK FAMILY FOUNDATION INC (EIN 352113755) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

MARIANNE ROSE

Phone

7657429078

Tax Period

2018-01-01 to 2018-12-31

JAMES SHOOK FAMILY FOUNDATION INC is a small nonprofit in the Philanthropy & Grantmaking sector that reported $239K in total revenue in fiscal year 2018. Revenue surged 73559% from the prior year, signaling strong growth momentum. The organization ran a surplus of $239K, a strong 100% operating margin.

Mission

SUPPORT THE EDUCATIONAL AND CHARITABLE FUNCTIONS OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE WITH A PRIORITY IN ARTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $232,267

Program Service Revenue $0

Investment Income $7,125

Other Revenue $0

TOTAL REVENUE $239,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $86

TOTAL EXPENSES $86

Year-over-Year Comparison

	2018	2017	Change
Revenue	$239,392	$325	+735.6%
Expenses	$86	$32	+1.7%
Net Income	$239,306	$293	+815.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
LESLIE FERNUNG	CLASS A DIRE	1.00	Director	$0	$0	$0
JAMES C SHOOK JR	CLASS B DIRE	1.00	Director	$0	$0	$0
MARIANNE ROSE	SECRETARY	50.00	Officer Director	$0	$0	$0
JAMES SHOOK	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHEN H SHOOK	CLASS B DIRE	1.00	Director	$0	$0	$0
CANDY SILVER	CLASS A DIRE	1.00	Director	$0	$0	$0
ANGELA STRADER	CLASS A DIRE	50.00	Director	$0	$0	$0
N/A	BOOKS IN CAR	N/A		$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
2018	$239,392	$86	$228,983	$239,306

JAMES SHOOK FAMILY FOUNDATION INC