JUMBY BAY FUND INC (EIN 465409256) - 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

2014

Legal Domicile

Principal Officer

WAYNE KAFCSAK

Phone

2684846009

Tax Period

2022-01-01 to 2022-12-31

JUMBY BAY FUND INC, founded in 2014, is a small nonprofit in the International Affairs sector that reported $481K in total revenue in fiscal year 2022. Revenue fell 80% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $453K, a strong 94% operating margin.

Mission

SUPPORTING CHARITABLE WORKS AND PROJECTS AS ALLOWED BY CORP CHARTER IN ANTIGUA TO ENSURE THAT COMMUNITY, CONSERVATION AND EDUCATION NEEDS ARE IDENTIFIED AND TO PROVIDE ASSISTANCE TO BENEFIT THE ANTIGUAN COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $476,500

Program Service Revenue $0

Investment Income $4,682

Other Revenue $0

TOTAL REVENUE $481,182

Expense Breakdown

Grants Paid $27,805

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,805

Other Expenses $275

TOTAL EXPENSES $28,080

Year-over-Year Comparison

	2022	2021	Change
Revenue	$481,182	$2,369,261	-0.8%
Expenses	$28,080	$3,182,338	-1.0%
Net Income	$453,102	$-813,077	-1.6%

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

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
WAYNE KAFCSAK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GROSS	DIRECTOR	0.25	Director	$0	$0	$0
IAN TERRY	DIRECTOR	0.25	Director	$0	$0	$0
SALLY MORGAN	TRUSTEE ADVI	0.25	Director	$0	$0	$0
MARTIN FRANKLIN	TRUSTEE ADVI	0.25	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
2022	$481,182	$28,080	$1,945,117	$453,102
2021	$2,369,261	$3,182,338	$2,221,024	$-813,077
2020	$1,905,553	$2,844,801	$2,544,541	$-939,248

JUMBY BAY FUND INC