THE JORDAN SPIETH FAMILY FOUNDATION (EIN 471894945) - 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

JORDAN SPIETH

Phone

2143607000

Tax Period

2023-01-01 to 2023-12-31

THE JORDAN SPIETH FAMILY FOUNDATION, founded in 2014, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.7M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $1.5M, a strong 57% operating margin.

Mission

THE JORDAN SPIETH FAMILY FOUNDATION IS A 501(C)3 NONPROFIT CORPORATION ESTABLISHED TO OFFER A PLATFORM FOR JORDAN AND OTHERS TO LEND TIME, HELP GROW AWARENESS AND OFFER FINANCIAL SUPPORT FOR FOUR PHILANTHROPIC AREAS: SPECIAL NEEDS YOUTH, JUNIOR GOLF, MILITARY SUPPORT AND PEDIATRIC CANCER.

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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 $2,199,215

Program Service Revenue $0

Investment Income $284,677

Other Revenue $243,736

TOTAL REVENUE $2,727,628

Expense Breakdown

Grants Paid $1,090,000

Salaries & Benefits $0

Fundraising Expenses $5,765

Program Expenses $1,090,000

Other Expenses $89,984

TOTAL EXPENSES $1,179,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,727,628	$2,906,473	-0.1%
Expenses	$1,179,984	$1,509,931	-0.2%
Net Income	$1,547,644	$1,396,542	+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

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
JOSEPH DANZI	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GANG	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN SPIETH	PRESIDENT	1.00	Officer	$0	$0	$0
SHAWN SPIETH	VICE PRESIDENT	1.00	Officer	$0	$0	$0
MARK GRIEGE	TREASURER	1.00	Officer	$0	$0	$0
ANNE SPIETH	SECRETARY	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
2024	No data	No data	No data	No data
2023	$2,727,628	$1,179,984	$9,772,676	$1,547,644
2022	$2,906,473	$1,509,931	$7,719,716	$1,396,542
2021	$2,298,425	$1,076,949	$7,524,686	$1,221,476
2020	$1,741,274	$1,010,906	$5,867,576	$730,368
2019	$2,104,100	$1,095,619	$4,940,504	$1,008,481
2018	$725,383	$703,994	$3,366,791	$21,389

THE JORDAN SPIETH FAMILY FOUNDATION