JAKE KOENIGSDORF FOUNDATION INC (EIN 464002159) - 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

2013

Legal Domicile

Principal Officer

KATHY KOENIGSDORF

Phone

6312785536

Tax Period

2023-07-01 to 2024-06-30

JAKE KOENIGSDORF FOUNDATION INC, founded in 2013, is a micro nonprofit in the Mental Health sector that reported $83K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $27K, a strong 32% operating margin.

Mission

REDUCING THE BARIERS TO RECOVERY FROM ADDICTION

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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 $72,978

Program Service Revenue $0

Investment Income $0

Other Revenue $10,476

TOTAL REVENUE $83,454

Expense Breakdown

Grants Paid $28,061

Salaries & Benefits $0

Fundraising Expenses $12,379

Program Expenses $43,796

Other Expenses $28,322

TOTAL EXPENSES $56,383

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,454	$76,875	+0.1%
Expenses	$56,383	$58,029	0.0%
Net Income	$27,071	$18,846	+0.4%

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

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
KATHY KOENIGSDORF	EXECUTIVE DIRECTOR	030.00	Officer Director	$0	$0	$0
LIZETTE MC WILLIAMS	PRESIDENT	001.00	Officer Director	$0	$0	$0
CHRIS CATALANO	TRUSTEE	001.00	Officer Director	$0	$0	$0
JANET D'AGOSTINO	TRUSTEE	001.00	Director	$0	$0	$0
ROBERT ALOI	TRUSTEE	001.00	Director	$0	$0	$0
JOHN CONLEY	SECTY	001.00	Director	$0	$0	$0
EDWARD O CONNER	TRUSTEE	005.00	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
2025	No data	No data	No data	No data
2024	$83,454	$56,383	$371,950	$27,071
2023	$76,875	$58,029	$361,615	$18,846
2022	$164,411	$116,537	$347,603	$47,874
2021	$99,680	$75,543	$308,661	$24,137
2020	$110,939	$46,714	$262,268	$64,225
2019	$114,494	$77,680	$206,351	$36,814

JAKE KOENIGSDORF FOUNDATION INC