THE PHOENIXVILLE JAYCEES FOUNDATION (EIN 472550655) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

BETH BURCKLEY

Phone

3524066085

Tax Period

2023-01-01 to 2023-12-31

THE PHOENIXVILLE JAYCEES FOUNDATION, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $201K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $186K left a modest 7% surplus.

Mission

SUPPORTING THE GOOD EFFORTS OF EXEMPT ORGANIZATIONS IN AND AROUND PHOENIXVILLE, PENNSYLVANIA THROUGH FINANCIAL AND IN-KIND CONTRIBUTIONS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $104,745

Program Service Revenue $23,012

Investment Income $69

Other Revenue $72,874

TOTAL REVENUE $200,700

Expense Breakdown

Grants Paid $58,558

Salaries & Benefits $87,087

Fundraising Expenses $2,697

Program Expenses $152,049

Other Expenses $40,351

TOTAL EXPENSES $185,996

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,700	$180,312	+0.1%
Expenses	$185,996	$160,477	+0.2%
Net Income	$14,704	$19,835	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
RICHARD JUDGE	Trustee	5.00	Director	$0	$0	$0
PETER URSCHELER	Trustee	5.00	Officer Director	$0	$0	$0
JESSICA CAPISTRANT	Treasurer	5.00	Officer Director	$0	$0	$0
BETH BURCKLEY	President	5.00	Director	$0	$0	$0
CASEY DEARTH	Trustee	5.00	Director	$0	$0	$0
ERICA KLINEDINST	Trustee	5.00	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
2023	$200,700	$185,996	$95,227	$14,704
2022	$180,312	$160,477	$80,273	$19,835
2021	$232,759	$202,834	$74,294	$29,925
2020	$87,766	$215,824	$31,323	$-128,058
2019	$212,693	$287,170	$164,027	$-74,477
2018	$236,772	$113,337	$239,188	$123,435
2017	$131,441	$93,894	$117,552	$37,547
2016	$113,121	$68,014	$78,666	$45,107

THE PHOENIXVILLE JAYCEES FOUNDATION