THE HOSPICE OF JACKSON ENDOWMENT FUND (EIN 383422146) - 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

1998

Legal Domicile

Principal Officer

WENDY KIM

Phone

5178416983

Tax Period

2023-01-01 to 2023-12-31

THE HOSPICE OF JACKSON ENDOWMENT FUND, founded in 1998, is a micro nonprofit that reported $100K in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $2.6M exceeded revenue, resulting in a 2481% operating deficit.

Mission

THE HOSPICE OF JACKSON ENDOWMENT FUND GENERATES INCOME FROM ITS ASSETS. A PORTION OF THIS INCOME IS DISTRIBUTED TO HENRY FORD ALLEGIANCE HOSPICE A TAX-EXEMPT ORGNIZATION. THESE FUNDS HELP HENRY FORD ALLEGIANCE HOSPICE CARRY ON THEIR CHARITABLE ACTIVITIES AND MAINTAIN THE FACILITY.

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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 $0

Program Service Revenue $0

Investment Income $97,789

Other Revenue $1,795

TOTAL REVENUE $99,584

Expense Breakdown

Grants Paid $2,536,933

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,570,224

Other Expenses $33,291

TOTAL EXPENSES $2,570,224

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,584	$238,841	-0.6%
Expenses	$2,570,224	$114,660	+21.4%
Net Income	$-2,470,640	$124,181	-20.9%

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

N/A

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

$381,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY KIM	TRUSTEE	1.00	Director	$0	$9,419	$381,650
GRANT BROWN	BOARD CHAIRM	1.00	Officer Director	$0	$0	$0
TIM LEVY	TRUSTEE	1.00	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
2023	$99,584	$2,570,224	No data	$-2,470,640
2022	$238,841	$114,660	$2,478,404	$124,181
2021	$145,830	$83,405	$2,816,221	$62,425
2020	$34,936	$1,730,599	$2,716,548	$-1,695,663
2019	$102,259	$71,186	$3,901,744	$31,073
2018	$687,267	$354,114	$3,347,781	$333,153

THE HOSPICE OF JACKSON ENDOWMENT FUND