JESSAMINE WITHERS FUND (EIN 370661256) - 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

1914

Legal Domicile

Principal Officer

ROBERT BRUCKER

Phone

3098286297

Tax Period

2023-01-01 to 2023-12-31

JESSAMINE WITHERS FUND, founded in 1914, is a small nonprofit that reported $222K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $245K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO PROVIDE SUPPLEMENTAL OR PRIMARY LIVING EXPENSES AND/OR FACILITIES FOR AGED, INDIGENT WOMEN.

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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 $14,392

Program Service Revenue $0

Investment Income $207,393

Other Revenue $14

TOTAL REVENUE $221,799

Expense Breakdown

Grants Paid $206,605

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $206,605

Other Expenses $38,286

TOTAL EXPENSES $244,891

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,799	$183,130	+0.2%
Expenses	$244,891	$217,106	+0.1%
Net Income	$-23,092	$-33,976	-0.3%

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

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
JANET FRANKEBERGER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARILYN FREEDLUND	SECRETARY	0.50	Officer Director	$0	$0	$0
ROBERT BRUCKER	TREASURER	2.00	Officer Director	$0	$0	$0
KAREN MAYES	DIRECTOR	0.20	Director	$0	$0	$0
JOAN NEWGREN	DIRECTOR	0.20	Director	$0	$0	$0
THOMAS BARGER	DIRECTOR	0.20	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	No data	No data	No data	No data
2023	$221,799	$244,891	$5,015,737	$-23,092
2022	$183,130	$217,106	$4,617,868	$-33,976
2021	$323,232	$233,178	$5,335,733	$90,054
2020	$206,664	$267,561	$4,773,450	$-60,897
2019	$227,629	$304,332	$4,890,042	$-76,703
2018	$236,814	$367,267	$4,378,964	$-130,453

JESSAMINE WITHERS FUND