JONES-HARRISON FOUNDATION (EIN 363414818) - 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

Formation Year

1987

Legal Domicile

Principal Officer

TODD WILLET

Phone

6129202030

Tax Period

2023-10-01 to 2024-09-30

JONES-HARRISON FOUNDATION, founded in 1987, is a small nonprofit in the Human Services sector that reported $198K in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $109K, a strong 55% operating margin.

Mission

SUPPORT OF JONES-HARRISON RESIDENCE

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $64,712

Program Service Revenue $0

Investment Income $133,294

Other Revenue $0

TOTAL REVENUE $198,006

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,284

Other Expenses $88,866

TOTAL EXPENSES $88,866

Year-over-Year Comparison

	2023	2022	Change
Revenue	$198,006	$129,332	+0.5%
Expenses	$88,866	$27,266	+2.3%
Net Income	$109,140	$102,066	+0.1%

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
MICHAEL OLAFSON	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
TAYLOR HARWOOD	VICE CHAIR	0.50	Officer Director	$0	$0	$0
LESLEY NOVICH	SECRETARY	0.50	Officer Director	$0	$0	$0
ELIZABETH KILBURG	TREASURER	0.50	Officer Director	$0	$0	$0
JEFFREY KIMPTON	BOARD MEMBER	0.50	Director	$0	$0	$0
ROBYN GRAY	BOARD MEMBER	0.50	Director	$0	$0	$0
MARCIA DIRACLES	BOARD MEMBER	0.50	Director	$0	$0	$0
LEAH STICH	BOARD MEMBER	0.50	Director	$0	$0	$0
MARY THORPE-MEASE	BOARD MEMBER	0.50	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	$198,006	$88,866	$7,207,757	$109,140
2023	$129,332	$27,266	$7,155,255	$102,066
2022	$461,752	$210,080	$6,487,765	$251,672
2021	$357,531	$170,353	$7,879,685	$187,178
2020	$237,564	$551,979	$7,336,613	$-314,415
2019	$866,780	$146,317	$7,115,004	$720,463
2018	$902,775	$111,295	$6,694,289	$791,480

JONES-HARRISON FOUNDATION