JAMESTOWN FOUNDATION INC (EIN 461416058) - 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

Principal Officer

AMBER MURRAY

Phone

7708051000

Tax Period

2024-01-01 to 2024-12-31

JAMESTOWN FOUNDATION INC, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $389K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $374K left a modest 4% surplus.

Mission

RAISE FUNDS TO MAKE GRANTS TO OTHER PUBLIC CHARITIES QUALIFIED UNDER IRC SECTION 501(C)(3).

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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 (2024)

Revenue Breakdown

Contributions & Grants $451,750

Program Service Revenue $0

Investment Income $73,598

Other Revenue $-135,942

TOTAL REVENUE $389,406

Expense Breakdown

Grants Paid $327,028

Salaries & Benefits $28,627

Fundraising Expenses $0

Program Expenses $327,028

Other Expenses $18,619

TOTAL EXPENSES $374,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$389,406	$490,539	-0.2%
Expenses	$374,274	$468,431	-0.2%
Net Income	$15,132	$22,108	-0.3%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER KOPECKY	DIRECTOR	Director	$0	$0	$0
MATT BRONFMAN	DIRECTOR	Director	$0	$0	$0
MICHAEL PHILLIPS	DIRECTOR	Director	$0	$0	$0
SANDI TURNER	DIRECTOR	Director	$0	$0	$0
AMBER MURRAY	DIRECTOR	Director	$0	$0	$0
SHANNON WILLIAMS	DIRECTOR	Director	$0	$0	$0
MELANIE MILBURN	DIRECTOR	Director	$0	$0	$0
BILL FRYER	DIRECTOR	Director	$0	$0	$0
KATHRYN AQUINO	OFFICER	Director	$0	$0	$0
AMANDA LANGLEY	OFFICER	Director	$0	$0	$0
JULIA VERBRUGGE	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
2024	$389,406	$374,274	$1,197,027	$15,132
2023	$490,539	$468,431	$1,086,976	$22,108
2022	$360,294	$824,695	$1,391,607	$-464,401
2021	$222,885	$322,781	$1,600,649	$-99,896
2020	$1,187,487	$2,040,214	$1,630,352	$-852,727
2019	$1,989,392	$992,890	$2,677,585	$996,502
2018	$2,797,590	$656,052	$2,676,856	$2,141,538

JAMESTOWN FOUNDATION INC