JOSEPHINE COUNTY FOUNDATION (EIN 465474176) - 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

2011

Legal Domicile

Principal Officer

FRANK AULT

Tax Period

2023-07-01 to 2024-06-30

JOSEPHINE COUNTY FOUNDATION, founded in 2011, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $369K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring.

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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 $362,611

Program Service Revenue $0

Investment Income $6,013

Other Revenue $0

TOTAL REVENUE $368,624

Expense Breakdown

Grants Paid $159,188

Salaries & Benefits $134,699

Fundraising Expenses $9,470

Program Expenses $312,197

Other Expenses $66,454

TOTAL EXPENSES $360,341

Year-over-Year Comparison

	2023	2022	Change
Revenue	$368,624	$517,578	-0.3%
Expenses	$360,341	$508,176	-0.3%
Net Income	$8,283	$9,402	-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

Volunteers

100

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

$3,000

Total Directors

$3,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS PENDLETON	TREASURER & ED	5.00	Officer Director	$3,000	$0	$3,000
ARABELLA WILLIAMS	STUDENT PRESIDENT	10.00	Officer Director	$0	$0	$0
FREYJA MOEVES	STUDENT VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
PAYRON FONTES	PROJECT DIRECTOR	5.00	Officer Director	$0	$0	$0
FRANK AULT	CHAIRMAN	10.00	Officer Director	$0	$0	$0
JOAN JONES	SECRETARY	10.00	Officer Director	$0	$0	$0
HANNAH BENNETT	MEMBER	5.00	Officer 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	$368,624	$360,341	$441,904	$8,283
2023	$517,578	$508,176	$328,885	$9,402
2022	$497,609	$454,999	$357,824	$42,610
2021	$500,768	$484,436	$314,781	$16,332

JOSEPHINE COUNTY FOUNDATION