AT JACOBS WELL INC

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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

1986

Legal Domicile

Principal Officer

LISA DAVIS

Phone

4102358877

Tax Period

2024-07-01 to 2025-06-30

AT JACOBS WELL INC, founded in 1986, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 151% from the prior year, signaling strong growth momentum. The organization ran a surplus of $558K, a strong 48% operating margin.

Mission

WE WORK TO END THE CYCLE OF HOMELESSNESS FOR THE MENTALLY ILL BY PROVIDING SUPPORTIVE TRANSITIONAL AND PERMANENT HOUSING WHICH PROMOTES THE DIGNITY AND ACCOUNTABILITY FOR THE INDIVIDUAL. OUR PHILOSOPHY OF DIGNITY AND ACCOUNTABILITY HAS MADE US A MODEL FOR SUPPORTIVE HOUSING FOR THE MENTALLY ILL HOMELESS.

Program Service Accomplishments

Program 1

Expenses: $465,074 Revenue: $56,010

THE ORGANIZATION PROVIDES HOUSING, ADVOCACY AND FOOD FOR MENTALLY ILL HOMELESS PERSONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,077,894

Program Service Revenue $0

Investment Income $3,161

Other Revenue $70,540

TOTAL REVENUE $1,151,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $238,713

Fundraising Expenses $35,373

Program Expenses $465,074

Other Expenses $354,813

TOTAL EXPENSES $593,526

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,151,595	$458,285	+1.5%
Expenses	$593,526	$582,127	+0.0%
Net Income	$558,069	$-123,842	-5.5%

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

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

$86,192

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Davis	Executive Dir.	40.00	Officer	$86,192	$0	$86,192
Robert Churchill Briggs	President	5.00	Officer Director	$0	$0	$0
Eboni Woodard	Vice President	1.00	Officer Director	$0	$0	$0
Edie Townsend	Treasurer	1.00	Officer Director	$0	$0	$0
Fred Albert Trenkle	Secretary	1.00	Officer Director	$0	$0	$0
June Pennington	Director	1.00	Director	$0	$0	$0
Leah Mason-Grant	Director	1.00	Director	$0	$0	$0
Chris Clark	Director	1.00	Director	$0	$0	$0
Ammi Chaveas	Director	1.00	Director	$0	$0	$0
Teddy Oaks	Director	1.00	Director	$0	$0	$0
Bryce Gartner	Director	1.00	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
2025	$1,151,595	$593,526	$1,415,456	$558,069
2024	$458,285	$582,127	$852,639	$-123,842
2023	$566,464	$558,857	$958,988	$7,607
2022	$576,700	$497,602	$948,345	$79,098
2021	$545,386	$505,090	$891,509	$40,296
2020	$463,501	$443,344	$864,108	$20,157
2019	$670,013	$477,902	$848,760	$192,111
2018	$558,998	$447,942	$649,740	$111,056