THE JORGE NATION FOUNDATION INC (EIN 452532750) - 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

RUBEN SOCARRAS

Phone

0561756946

Tax Period

2022-01-01 to 2022-12-31

THE JORGE NATION FOUNDATION INC, founded in 2011, is a micro nonprofit in the Education sector that reported $41K in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year. Expenses of $96K exceeded revenue, resulting in a 133% operating deficit.

Mission

RAISE FUNDS TO SEND CHILDREN STRICKEN WITH A TERMINAL OR SERIOUS ILLNESS ON A ONCE-IN-A-LIFETIME ALL INCLUSIVE DREAM TRIP TO A DESTINATION OF THEIR CHOICE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $250,073

Program Service Revenue $0

Investment Income $0

Other Revenue $-208,915

TOTAL REVENUE $41,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,008

Other Expenses $95,745

TOTAL EXPENSES $95,745

Year-over-Year Comparison

	2022	2021	Change
Revenue	$41,158	$47,233	-0.1%
Expenses	$95,745	$25,787	+2.7%
Net Income	$-54,587	$21,446	-3.5%

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
MELYSSA BERNSTEIN	DIRECTOR	10.00	Director	$0	$0	$0
SETH HAIMOVICH	DIRECTOR	10.00	Director	$0	$0	$0
ANNIE MERCEDES	DIRECTOR	10.00	Director	$0	$0	$0
KEITH SHATTUCK	DIRECTOR	10.00	Director	$0	$0	$0
SCOTT WEISELBERG	DIRECTOR	10.00	Director	$0	$0	$0
KEN BERNSTEIN	TREASURER	10.00	Officer	$0	$0	$0
JEFF OSTROW	VP, SPECIAL	10.00	Officer	$0	$0	$0
SUMER RAVEY	SECRETARY	10.00	Officer	$0	$0	$0
RUBEN SOCARRAS	PRESIDENT	10.00	Officer	$0	$0	$0
TODD STEINBERG	VP, MARKETIN	10.00	Officer	$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
2022	$41,158	$95,745	$65,104	$-54,587
2019	$134,015	$84,368	$90,354	$49,647
2018	$67,824	$108,091	$40,707	$-40,267

THE JORGE NATION FOUNDATION INC