THE JACKLING FOUNDATION (EIN 461509205) - 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

JUDY COLGAN

Tax Period

2023-01-01 to 2023-12-31

THE JACKLING FOUNDATION, founded in 2012, is a micro nonprofit in the Community Improvement sector that reported $62K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $20K, a strong 33% operating margin.

Mission

TO DONATE TO ORGANIZATIONS THAT SUPPORT MINING, METALLURGICAL AND GENERAL GEOSCIENCES EDUCATION. TO FURTHER UNDERSTANDING OF THE MINING INDUSTRY TO THE GENERAL PUBLIC. TO SUPPORT RESEARCH WORK AND ESTABLISH SCHOLARSHIPS CONNECTED WITH MINING AND METALLURGY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $705

Program Service Revenue $0

Investment Income $61,285

Other Revenue $0

TOTAL REVENUE $61,990

Expense Breakdown

Grants Paid $33,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,300

Other Expenses $8,317

TOTAL EXPENSES $41,617

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,990	$78,138	-0.2%
Expenses	$41,617	$1,307	+30.8%
Net Income	$20,373	$76,831	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICK GAVRILOVIC	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JACK MCPARTLAND	PRESIDENT	1.00	Officer Director	$0	$0	$0
XAVIER OCHOA	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRIS WYATT	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREA BRICKEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JUDY COLGAN	EXECUTIVE DIRECTOR	8.00	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
2024	No data	No data	No data	No data
2023	$61,990	$41,617	$1,189,187	$20,373
2022	$78,138	$1,307	$1,440,979	$76,831
2021	$148,777	$48,378	$1,365,448	$100,399
2020	$167,937	$38,585	$1,263,749	$129,352
2019	$141,383	$52,988	$1,134,397	$88,395
2018	$88,722	$62,230	$1,026,004	$26,492

THE JACKLING FOUNDATION