THE JUNIPER FUND

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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

TO SUPPORT AND EMPOWER FAMILIES AND COMMUNITIES IMPACTED BY THE LOSS OF HIMALAYAN HIGH-ALTITUDE WORKERS.

Program Service Accomplishments

Program 1

Expenses: $276,018

THE JUNIPER FUND PROVIDES RELIEF FUNDS VIA SHANGRI-LA NEPAL FOUNDATION, A NEPAL BASED NGO, TO FAMILIES WHO HAVE SUFFERED POVERTY AND FINANCIAL STRAIN AS A RESULT OF THE DEATH OF THE SOLE FINANCIAL...

THE JUNIPER FUND PROVIDES RELIEF FUNDS VIA SHANGRI-LA NEPAL FOUNDATION, A NEPAL BASED NGO, TO FAMILIES WHO HAVE SUFFERED POVERTY AND FINANCIAL STRAIN AS A RESULT OF THE DEATH OF THE SOLE FINANCIAL SUPPORT DUE TO AN ACCIDENT OR MEDICAL INCIDENT WHILE WORKING IN THE HIMALAYAN MOUNTAINS DURING COMMERCIAL OR PRIVATE EXPEDITIONS. RECIPIENTS WERE GIVEN FINANCIAL SUPPORT THROUGH 3 PRIMARY PROGRAMS: 1) COST OF LIVING AND NEEDS BASED GRANTS, 2) VOCATIONAL TRAINING AND SCHOLARSHIPS, AND 3) BUSINESS GRANTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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