JUBILEE FOUNDATION 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

1990

Legal Domicile

Principal Officer

BENJAMIN APT

Phone

3019498628

Tax Period

2022-07-01 to 2023-06-30

JUBILEE FOUNDATION INC, founded in 1990, is a micro nonprofit that reported $16K in total revenue in fiscal year 2022. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $23K exceeded revenue, resulting in a 45% operating deficit.

Mission

TO SUPPORT JUBILEE ASSOCIATION OF MARYLAND, INC.

Program Service Accomplishments

Program 1

Expenses: $21,280 Revenue: $15,529

TO PROVIDE SUPPORT TO JUBILEE ASSOCIATION OF MARYLAND, INC. IN THE FORM OF GRANTS AND PROVIDE RENTAL RESIDENCES FOR USE BY THE ASSOCIATION'S PERSONAL SUPPORT (PS) CLIENTS.

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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 $2

Program Service Revenue $15,529

Investment Income $0

Other Revenue $0

TOTAL REVENUE $15,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,280

Other Expenses $22,529

TOTAL EXPENSES $22,529

Year-over-Year Comparison

	2022	2021	Change
Revenue	$15,531	$895,704	-1.0%
Expenses	$22,529	$55,283	-0.6%
Net Income	$-6,998	$840,421	-1.0%

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
BENJAMIN APT	PRESIDENT	2.00	Officer 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	$15,531	$22,529	No data	$-6,998
2022	$895,704	$55,283	$513,609	$840,421
2021	$783,523	$481,303	$2,607,625	$302,220
2020	$363,490	$104,797	$1,973,074	$258,693
2020	$363,490	$104,797	$1,973,074	$258,693
2019	$530,410	$403,044	$1,748,483	$127,366
2018	$719,940	$347,598	$1,593,319	$372,342