THE JUNIPER FUND (EIN 461491983) - 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

CHRISTINE HASS

Phone

4255222749

Tax Period

2024-01-01 to 2024-12-31

THE JUNIPER FUND, founded in 2012, is a small nonprofit in the International Affairs sector that reported $486K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 24% operating margin.

Mission

THE JUNIPER FUND SUPPORTS AND EMPOWERS FAMILIES AND COMMUNITIES IMPACTED BY THE LOSS OF HIMALAYAN HIGH-ALTITUDE WORKERS.

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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 $368,448

Program Service Revenue $0

Investment Income $21,643

Other Revenue $96,328

TOTAL REVENUE $486,419

Expense Breakdown

Grants Paid $183,806

Salaries & Benefits $105,281

Fundraising Expenses $5,154

Program Expenses $276,018

Other Expenses $79,827

TOTAL EXPENSES $368,914

Year-over-Year Comparison

	2024	2023	Change
Revenue	$486,419	$328,608	+0.5%
Expenses	$368,914	$279,315	+0.3%
Net Income	$117,505	$49,293	+1.4%

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

$97,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID MORTON	PRESIDENT	5.00	Director	$0	$0	$0
MELISSA ARNOT REID	VICE PRESIDENT	5.00	Director	$0	$0	$0
PHIL LAKIN	TREASURER	1.00	Director	$0	$0	$0
DAVID WATSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID LANDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
PHONG DUONG	BOARD MEMBER	1.00	Director	$0	$0	$0
PASANG YANGJEE SHERPA	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE WU	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE HASS	EXECUTIVE DIRECTOR	24.00	Officer	$97,400	$0	$97,400

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	$486,419	$368,914	$1,133,676	$117,505
2023	$328,608	$279,315	$983,120	$49,293
2022	$271,821	$262,084	$836,699	$9,737
2021	$380,991	$345,507	$891,544	$35,484
2020	$299,439	$258,594	$211,685	$40,845
2019	$313,259	$347,358	$167,138	$-34,099
2018	$381,087	$378,235	$202,132	$2,852

THE JUNIPER FUND