HENRY M JACKSON FOUNDATION (EIN 521313011) - 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

1983

Legal Domicile

Principal Officer

KATHRYN TERRY

Phone

2066828565

Tax Period

2019-10-01 to 2020-09-30

HENRY M JACKSON FOUNDATION, founded in 1983, is a small nonprofit that reported $106K in total revenue in fiscal year 2019. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $528K exceeded revenue, resulting in a 396% operating deficit.

Mission

SUPPORT EDUCATIONAL PROGRAMS IN THE AREAS OF INT'L AFFAIRS, PUBLIC SERVICE AND THE ENVIRONMENT.

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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 (2019)

Revenue Breakdown

Contributions & Grants $16,604

Program Service Revenue $0

Investment Income $89,777

Other Revenue $0

TOTAL REVENUE $106,381

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $391,976

Fundraising Expenses $20,962

Program Expenses $383,076

Other Expenses $125,888

TOTAL EXPENSES $527,864

Year-over-Year Comparison

	2019	2018	Change
Revenue	$106,381	$204,461	-0.5%
Expenses	$527,864	$708,953	-0.3%
Net Income	$-421,483	$-504,492	-0.2%

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

$126,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARA IGLITZIN	EXECUTIVE DIRECTOR (THRU 7/31/19)	35.00		$165,148	$2,450	$167,598
CAROL VIPPERMAN	INTERIM EXEC. DIRECTOR (THRU 1/20)	35.00	Officer	$88,656	$300	$88,956
TAMMY HELGESON	CONSULTING CFO (THRU 9/10/20)	6.00	Officer	$0	$0	$37,168
CRAIG GANNETT	PRESIDENT	5.00	Officer Director	$0	$0	$0
KIANA SCOTT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDA MASON WILGIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID ROSTOV	TREASURER	1.00	Officer Director	$0	$0	$0
ANNA MARIE LAURENCE	SECRETARY	1.00	Officer Director	$0	$0	$0
JOEL MERKEL	COUNSEL	1.00	Officer Director	$0	$0	$0
ALEX ADAMS	DIRECTOR	0.50	Director	$0	$0	$0
GARY BAKER	DIRECTOR	0.50	Director	$0	$0	$0
CHUCK BLUMENFELD	DIRECTOR	0.50	Director	$0	$0	$0
TOM BUGERT	DIRECTOR	0.50	Director	$0	$0	$0
BENJAMIN COOPER	DIRECTOR	0.50	Director	$0	$0	$0
MATTHEW COMBE	DIRECTOR	0.50	Director	$0	$0	$0
MARIA DENNY	DIRECTOR	0.50	Director	$0	$0	$0
RADHA FRIEDMAN	DIRECTOR	0.50	Director	$0	$0	$0
MICHELE FRIX	DIRECTOR	0.50	Director	$0	$0	$0
CAROL HARRIS	DIRECTOR	0.50	Director	$0	$0	$0
JOHN HEMPELMANN	DIRECTOR	0.50	Director	$0	$0	$0
EILEEN GREVEY HILLSON	DIRECTOR	0.50	Director	$0	$0	$0
PETER JACKSON	DIRECTOR (THRU 3/20)	0.50	Director	$0	$0	$0
ELIZABETH MOLER	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW MUNRO	DIRECTOR	0.50	Director	$0	$0	$0
LARRY PHILLIPS	DIRECTOR	0.50	Director	$0	$0	$0
KARLA GRAUE PRATT	DIRECTOR	0.50	Director	$0	$0	$0
PRIYA SAXENA	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN WICKWIRE	DIRECTOR (THRU 8/20)	0.50	Director	$0	$0	$0
KATHRYN TERRY	EXECUTIVE DIRECTOR (FROM 1/27/20)	35.00	Officer	$0	$0	$0
LEAH SCOTT	CONSULTING CFO (FROM 9/10/20)	6.00	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
2020	$106,381	$527,864	$2,082,790	$-421,483
2019	$204,461	$708,953	$2,408,819	$-504,492
2018	$2,610,777	$667,060	$2,921,463	$1,943,717

HENRY M JACKSON FOUNDATION