THE SWEET JULIA GRACE FOUNDATION (EIN 464766027) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

SARA KNIGHT

Phone

5712475176

Tax Period

2023-01-01 to 2023-12-31

THE SWEET JULIA GRACE FOUNDATION is a small nonprofit in the Youth Development sector that reported $124K in total revenue in fiscal year 2018. The organization ran a surplus of $47K, a strong 38% operating margin.

Mission

TO BLESS, CELEBRATE, AND LOVE CHILDREN WHO ARE SERIOUSLY ILL, HAVE SPECIAL NEEDS, OR ARE CURRENTLY FACING A MEDICAL CRISIS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $265,506

Program Service Revenue $0

Investment Income $0

Other Revenue $-33,268

TOTAL REVENUE $232,238

Expense Breakdown

Grants Paid $170,231

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $170,231

Other Expenses $13,152

TOTAL EXPENSES $183,383

Year-over-Year Comparison

	2023	2022	Change
Revenue	$232,238	$164,365	+0.4%
Expenses	$183,383	$120,444	+0.5%
Net Income	$48,855	$43,921	+0.1%

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

500

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
CONNIE COVINGTON	DIRECTOR	1.00	Director	$0	$0	$0
TRACI CORBETT	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR GRACE	DIRECTOR	1.00	Director	$0	$0	$0
MERRILD HOOVER	DIRECTOR	1.00	Director	$0	$0	$0
HOPE CHANG	DIRECTOR	1.00	Director	$0	$0	$0
LANAY GEARHART	DIRECTOR	1.00	Director	$0	$0	$0
SARA KNIGHT	PRESIDENT	40.00	Officer	$0	$0	$0
JASON KNIGHT	VICE PRESIDENT	5.00	Officer	$0	$0	$0
JAN RAY	TREASURER	5.00	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	$232,238	$183,383	$476,449	$48,855
2018	$124,474	$77,752	$251,414	$46,722

THE SWEET JULIA GRACE FOUNDATION