UNITED STATES JCI SENATE FOUNDATION (EIN 382680101) - 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

1986

Legal Domicile

Phone

6368611547

Tax Period

2024-07-01 to 2025-06-30

UNITED STATES JCI SENATE FOUNDATION, founded in 1986, is a small nonprofit that reported $225K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $182K, a strong 81% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO HIGH SCHOOL SENIORS FOR COLLEGE

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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 $92,530

Program Service Revenue $0

Investment Income $107,833

Other Revenue $24,827

TOTAL REVENUE $225,190

Expense Breakdown

Grants Paid $25,500

Salaries & Benefits $0

Fundraising Expenses $507

Program Expenses $25,500

Other Expenses $17,401

TOTAL EXPENSES $42,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,190	$179,892	+0.3%
Expenses	$42,901	$72,135	-0.4%
Net Income	$182,289	$107,757	+0.7%

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
EARL SAWYER	Treasurer	5.00	Officer Director	$0	$0	$0
JOE A SOUZA	Vice President	5.00	Officer Director	$0	$0	$0
DONNA DELANEY	Trustee	2.00	Director	$0	$0	$0
WAYNE KEIFER	President	5.00	Officer Director	$0	$0	$0
EARL RICE	LEGAL COUNSEL	2.00	Director	$0	$0	$0
JOE SABELLA	Trustee	2.00	Director	$0	$0	$0
WALTER CAHOON	Trustee	2.00	Director	$0	$0	$0
SHERI MENENDEZ	SCHOLARSHIP CHM	2.00	Director	$0	$0	$0
KAREN-KOPP VOSHEL	Trustee	2.00	Director	$0	$0	$0
STEVE SUTHERLAND	Trustee	2.00	Director	$0	$0	$0
MARGE MILLER	Trustee	2.00	Director	$0	$0	$0
NANCY SALOPEK	Trustee	3.00	Director	$0	$0	$0
JULIE RIECKMAN	Secretary	3.00	Officer 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
2025	$225,190	$42,901	$2,265,070	$182,289
2024	No data	No data	No data	No data
2024	$179,892	$72,135	$2,036,939	$107,757
2023	$210,350	$97,561	$1,860,571	$112,789
2022	$179,145	$69,581	$1,945,971	$109,564
2021	$187,228	$65,616	$1,847,837	$121,612
2020	$100,612	$43,656	$1,495,475	$56,956
2019	$110,221	$39,538	$1,423,902	$70,683
2018	$135,770	$50,127	$1,344,814	$85,643

UNITED STATES JCI SENATE FOUNDATION