JASPER RIDGE CHARITABLE FUND (EIN 472088631) - 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

MARK A WOLFSON

Phone

8173330016

Tax Period

2022-01-01 to 2022-12-31

JASPER RIDGE CHARITABLE FUND, founded in 2014, is a mid-sized nonprofit that reported $63.7M in total revenue in fiscal year 2022. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $1.3B exceeded revenue, resulting in a 1979% operating deficit.

Mission

THE MISSION OF JASPER RIDGE CHARITABLE FUND (JRCF) IS TO EXPAND THE PHILANTHROPIC IMPACT OF DONORS BY SUPPORTING AND SIMPLIFYING CHARITABLE GIVING AND BY PROMOTING AWARENESS OF OPPORTUNITIES TO IMPROVE SOCIAL WELFARE THROUGH CHARITABLE GRANTS AND IMPACT INVESTMENTS.

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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 $63,158,439

Program Service Revenue $0

Investment Income $-539,424

Other Revenue $1,086,504

TOTAL REVENUE $63,705,519

Expense Breakdown

Grants Paid $1,323,433,196

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,323,433,196

Other Expenses $917,547

TOTAL EXPENSES $1,324,350,743

Year-over-Year Comparison

	2022	2021	Change
Revenue	$63,705,519	$213,964,124	-0.7%
Expenses	$1,324,350,743	$45,750,039	+27.9%
Net Income	$-1,260,645,224	$168,214,085	-8.5%

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
MARK A WOLFSON	DIRECTOR, PRESIDENT	3.00	Officer Director	$0	$0	$0
GEORGE D PHIPPS	DIRECTOR, VP - UNTIL 12/31/22	1.00	Officer Director	$0	$0	$0
PAUL BREST	DIRECTOR - UNTIL 12/31/22	0.20	Director	$0	$0	$0
RUSSELL B HALL	DIRECTOR - UNTIL 12/31/22	0.25	Director	$0	$0	$0
DEBORAH L HARMON	DIRECTOR - UNTIL 12/31/22	0.25	Director	$0	$0	$0
JAMES M PATELL	DIRECTOR	0.40	Director	$0	$0	$0
B HOWARD PEARSON	DIRECTOR	0.40	Director	$0	$0	$0
RAJESH SWAMINATHAN	CHIEF LEGAL OFF.,DIR.- FROM 12/31/22	4.00	Officer Director	$0	$0	$0
NICK TANDON	ADMIN OFF., DIRECTOR - FROM 12/31/22	1.00	Officer Director	$0	$0	$0
ADAN ARAUJO	COMPLIANCE OFFICER	1.00	Officer	$0	$0	$0
RAYMOND DURHAM	TREASURER	0.40	Officer	$0	$0	$0
PAMELA PAVKOV	DIRECTOR OF GRANTS - UNTIL 11/15/22	1.00	Officer	$0	$0	$0
SHANNON KLINE	DONOR-ADVISOR ADMIN OFFICER	1.00	Officer	$0	$0	$0
PATRICK MCGLINCHEY	SECRETARY	6.00	Officer	$0	$0	$0
NEHA DALAL	ADMIN OFFICER - FROM 11/15/22	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
2022	$63,705,519	$1,324,350,743	$4,335,338	$-1,260,645,224
2021	$213,964,124	$45,750,039	$1,428,861,718	$168,214,085
2020	$51,342,189	$76,960,112	$1,059,804,391	$-25,617,923
2019	$23,627,370	$26,459,005	$921,998,756	$-2,831,635
2018	$220,420,291	$1,842,372	$794,215,146	$218,577,919

JASPER RIDGE CHARITABLE FUND