Jessie Rees Foundation (EIN 451836440) - 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

2011

Legal Domicile

Principal Officer

Erik Rees

Phone

8886486348

Tax Period

2023-01-01 to 2023-12-31

Jessie Rees Foundation, founded in 2011, is a community nonprofit in the Diseases & Disorders sector that reported $5.4M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $6.2M exceeded revenue, resulting in a 14% operating deficit.

Mission

Our mission of the Jessie Rees Foundation is to ensure every child and family impacted by childhood cancer has the support to Never Ever Give Up by connecting with their family, bringing awareness to their story, providing them helpful resources and sending them continuous doses of encouragement throughout their journey.

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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 $3,693,937

Program Service Revenue $0

Investment Income $83,639

Other Revenue $1,666,164

TOTAL REVENUE $5,443,740

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,229,157

Fundraising Expenses $553,677

Program Expenses $5,390,091

Other Expenses $4,967,099

TOTAL EXPENSES $6,196,256

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,443,740	$4,703,087	+0.2%
Expenses	$6,196,256	$3,954,283	+0.6%
Net Income	$-752,516	$748,804	-2.0%

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

8216

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

$356,400

Total Directors

$356,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erik Rees	President	60.00	Officer Director	$213,400	$0	$213,400
Stacey Rees	COO / CFO	60.00	Officer Director	$143,000	$0	$143,000
Marilyn Henley	Treasurer	2.00	Officer Director	$0	$0	$0
Kim Eilber	Director	2.00	Director	$0	$0	$0
Layne Larson	Vice President	2.00	Officer Director	$0	$0	$0
Ryan Sauers	Secretary	2.00	Officer Director	$0	$0	$0
Chad Shaw	Director	2.00	Director	$0	$0	$0
Jared Bonneville	Director	2.00	Director	$0	$0	$0
Chris Marsh	Director	2.00	Director	$0	$0	$0
Eric Estrella	Director	2.00	Director	$0	$0	$0
Gary Mazzone	Director	2.00	Director	$0	$0	$0
Dominic Porporino	Director	2.00	Director	$0	$0	$0
Vince Cook	Director	2.00	Director	$0	$0	$0
Jennifer Olson	Director	2.00	Director	$0	$0	$0
Gerry Tschopp	Director	2.00	Director	$0	$0	$0
John Stratman	Director	2.00	Director	$0	$0	$0
Erik Baker	Chairman	2.00	Officer Director	$0	$0	$0
Gordon Maclen	Director	2.00	Director	$0	$0	$0
Bart Asner	Director	2.00	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
2024	No data	No data	No data	No data
2023	$5,443,740	$6,196,256	$3,875,444	$-752,516
2022	$4,703,087	$3,954,283	$4,817,249	$748,804
2021	$3,496,521	$2,833,324	$2,318,669	$663,197
2020	$3,401,906	$3,193,049	$1,672,084	$208,857
2019	$4,063,721	$4,058,159	$1,547,191	$5,562
2018	$3,558,570	$3,244,000	$1,477,632	$314,570

Jessie Rees Foundation