JACKSON COUNTY EDUCATION FOUNDATION

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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

2013

Legal Domicile

Principal Officer

JOELLE ROBERTS

Phone

8506931849

Tax Period

2025-01-01 to 2025-12-31

JACKSON COUNTY EDUCATION FOUNDATION, founded in 2013, is a micro nonprofit in the Education sector that reported $72K in total revenue in fiscal year 2025. Revenue fell 86% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $13K, a strong 18% operating margin.

Mission

THE FOUNDATION PROVIDES A WAY FOR ORGANIZATIONS, BUSINESSES AND INDIVIDUALS TO SUPPORT THE EDUCATIONAL OPPORTUNITIES OF ALL STUDENTS IN JACKSON COUNTY.

Program Service Accomplishments

Program 1

Expenses: $49,305

THE FOUNDATION PROVIDES GRANTS TO TEACHERS AND SCHOOLS TO ENHANCE THE EDUCATION AT LOCAL SCHOOLS. THESE FUNDS PROVIDED CLASSROOM MANIPULATIVES, HANDS ON LEARNING MATERIALS AND VARIOUS OTHER MATERIALS...

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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 (2025)

Revenue Breakdown

Contributions & Grants $36,923

Program Service Revenue $0

Investment Income $2,440

Other Revenue $32,824

TOTAL REVENUE $72,187

Expense Breakdown

Grants Paid $49,305

Salaries & Benefits $0

Fundraising Expenses $8,963

Program Expenses $49,305

Other Expenses $10,037

TOTAL EXPENSES $59,342

Year-over-Year Comparison

	2025	2024	Change
Revenue	$72,187	$509,760	-0.9%
Expenses	$59,342	$474,120	-0.9%
Net Income	$12,845	$35,640	-0.6%

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
JOELLE ROBERTS	VICE-CHAIRMAN	5.00	Officer	$0	$0	$0
AMANDA EAGLE	CHAIRMAN	1.00	Officer	$0	$0	$0
KRIS SAMPSON	EXECUTIVE DIRECTOR	1.00	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
2025	$72,187	$59,342	$243,631	$12,845
2024	$509,760	$474,120	$230,786	$35,640