JOINT RELIGIOUS EDUCATION AND RESEARCH FUND J R E R F (EIN 411455764) - 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

1982

Legal Domicile

Principal Officer

Leah Patton

Phone

6512567583

Tax Period

2023-01-01 to 2023-12-31

JOINT RELIGIOUS EDUCATION AND RESEARCH FUND J R E R F, founded in 1982, is a small nonprofit that reported $156K in total revenue in fiscal year 2023. Revenue surged 208% from the prior year, signaling strong growth momentum. Expenses of $220K exceeded revenue, resulting in a 41% operating deficit.

Mission

JRLC is an interfaith public interest group in Minnesota.

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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 $74,185

Program Service Revenue $77,457

Investment Income $3,981

Other Revenue $0

TOTAL REVENUE $155,623

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,229

Fundraising Expenses $0

Program Expenses $161,980

Other Expenses $111,283

TOTAL EXPENSES $219,512

Year-over-Year Comparison

	2023	2022	Change
Revenue	$155,623	$50,496	+2.1%
Expenses	$219,512	$70,956	+2.1%
Net Income	$-63,889	$-20,460	+2.1%

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

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

$100,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Leah Patton	Executive Director	40.0	Officer	$100,000	$0	$100,000
Steve Hunegs	President	1.0	Officer Director	$0	$0	$0
Jason Adkins	Treasurer	2.0	Officer Director	$0	$0	$0
Rachel Babbit	Director	1.0	Director	$0	$0	$0
Zaheer Baber	Director	1.0	Director	$0	$0	$0
Bob Rubinyi	Director	1.0	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	$155,623	$219,512	$267,868	$-63,889
2022	$50,496	$70,956	$308,877	$-20,460

JOINT RELIGIOUS EDUCATION AND RESEARCH FUND J R E R F