JOEL FUND (EIN 475179326) - 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

2015

Legal Domicile

Principal Officer

BROOKE DICKHART

Phone

9192479333

Tax Period

2023-01-01 to 2023-12-31

JOEL FUND, founded in 2015, is a small nonprofit in the Human Services sector that reported $243K in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year.

Mission

The Joel Fund's mission is to reconnect veterans to life at home. We use the power of community to engage, educate, and encourage veterans and their families.

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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 $221,083

Program Service Revenue $3,846

Investment Income $41

Other Revenue $17,763

TOTAL REVENUE $242,733

Expense Breakdown

Grants Paid $11,401

Salaries & Benefits $139,487

Fundraising Expenses $4,360

Program Expenses $223,446

Other Expenses $98,997

TOTAL EXPENSES $249,885

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,733	$302,332	-0.2%
Expenses	$249,885	$328,881	-0.2%
Net Income	$-7,152	$-26,549	-0.7%

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

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

$52,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brooke Dickhart	Executive Director	40	Officer Highest	$52,500	$0	$52,500
Rick Bowers	Chairman of the Board of Directors	5	Director	$0	$0	$0
Dan Sanderoff	Vice Chairman of the Board of Directors	5	Director	$0	$0	$0
Jes Averhart	Director	5	Director	$0	$0	$0
Tom Lindgren	Director	5	Director	$0	$0	$0
Derrick Ware	Director	5	Director	$0	$0	$0
Michael Martin	Director	5	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
2024	No data	No data	No data	No data
2023	$242,733	$249,885	$117,605	$-7,152
2022	$302,332	$328,881	$124,388	$-26,549
2021	$312,175	$207,428	$148,954	$104,747

JOEL FUND