James R Jordan Foundation (EIN 364369648) - 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

2000

Legal Domicile

Phone

3127519696

Tax Period

2021-07-01 to 2022-06-30

James R Jordan Foundation, founded in 2000, is a small nonprofit that reported $343K in total revenue in fiscal year 2021. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $810K exceeded revenue, resulting in a 136% operating deficit.

Mission

Provide resources and support for strengthening families, motivating youth and ensuring high quality academic opportunities for children in underserved communities

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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 (2021)

Revenue Breakdown

Contributions & Grants $46,870

Program Service Revenue $19,722

Investment Income $85

Other Revenue $276,259

TOTAL REVENUE $342,936

Expense Breakdown

Grants Paid $574,500

Salaries & Benefits $83,306

Fundraising Expenses $0

Program Expenses $764,049

Other Expenses $152,052

TOTAL EXPENSES $809,858

Year-over-Year Comparison

	2021	2020	Change
Revenue	$342,936	$634,638	-0.5%
Expenses	$809,858	$389,770	+1.1%
Net Income	$-466,922	$244,868	-2.9%

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

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
William J Tarnow	Director	1.00	Director	$0	$0	$0
Joy V Cunningham	Director	1.00	Director	$0	$0	$0
Roger M Veome	Director	1.00	Director	$0	$0	$0
Darryl W Dennard	Director	1.00	Director	$0	$0	$0
Dr Jim Embrescia	Director	1.00	Director	$0	$0	$0
Deloris Jordan	President & CEO	4.00	Officer	$0	$0	$0
Natalie Sheneman	Secretary	1.00	Officer	$0	$0	$0
debi A Ross	Chair	1.00	Officer	$0	$0	$0
Alicia Leighton-Armah	Treasurer	1.00	Officer	$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
2022	$342,936	$809,858	$293,421	$-466,922
2021	$634,638	$389,770	$1,049,682	$244,868

James R Jordan Foundation