THE ROLLING JUBILEE FUND (EIN 461104294) - 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

2012

Legal Domicile

Phone

7183955463

Tax Period

2021-01-01 to 2021-12-31

THE ROLLING JUBILEE FUND, founded in 2012, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2021. The organization ran a surplus of $817K, a strong 82% operating margin.

Mission

THE PURPOSE OF THE FUND IS TO REDUCE, THROUGH MUTUAL AID, THE LEVEL OF INDEBTEDNESS OF MEMBERS OF THE COMMUNITY BY ACQUIRING OUTSTANDING DEBT AND ABOLISHING IT. THIS WILL BE ACCOMPLISHED BY COOPERATING WITH OTHER ORGANIZATIONS, WHETHER LOCAL, NATIONAL OR INTERNATIONAL, FOR THE FOREGOING PURPOSE.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,000,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,000,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,505

Other Expenses $182,560

TOTAL EXPENSES $182,560

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,000,000	N/A	N/A
Expenses	$182,560	N/A	N/A
Net Income	$817,440	N/A	N/A

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

$18,336

Total Directors

$18,336

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS GOKEY	Former VP	0.00	Officer Director	$18,336	$0	$18,336
LAURA HANNA	President	5.00	Officer Director	$0	$0	$0
ASTRA TAYLOR	Vice President	5.00	Officer Director	$0	$0	$0
ANDREW ROSS	ASST SECRETARY	5.00	Director	$0	$0	$0
SUSAN MEANEY	Treasurer	5.00	Officer Director	$0	$0	$0
LUKE HERRINE	Secretary	5.00	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
2021	$1,000,000	$182,560	$828,766	$817,440
2021	$1,000,000	$182,560	$828,766	$817,440

THE ROLLING JUBILEE FUND