GARRETT-JACOBS MANSION ENDOWMENT FUND INC (EIN 521795790) - 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

1992

Legal Domicile

Principal Officer

J AUSTIN BITNER

Phone

4105396914

Tax Period

2022-07-01 to 2023-06-30

GARRETT-JACOBS MANSION ENDOWMENT FUND INC, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $166K in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $147K left a modest 12% surplus.

Mission

THE MISSION OF THE GARRETT-JACOBS MANSION ENDOWMENT FUND IS TO PRESERVE AND RESTORE THE MANSION AS A NATIONAL HISTORIC LANDMARK AND TO SHARE THE HISTORY, ARCHITECTURAL AND CIVIC LEGACY OF THE MANSION FOR THE BENEFIT AND EDUCATION OF THE PUBLIC.

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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 $14,895

Program Service Revenue $0

Investment Income $17,288

Other Revenue $134,258

TOTAL REVENUE $166,441

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $147,197

TOTAL EXPENSES $147,197

Year-over-Year Comparison

	2022	2021	Change
Revenue	$166,441	$146,049	+0.1%
Expenses	$147,197	$59,127	+1.5%
Net Income	$19,244	$86,922	-0.8%

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
2 CORY COLASSARD	TRUSTEE	0.00	Director	$0	$0	$0
N/A	PRESIDENT	4.00		$0	$0	$0
N/A	TRUSTEE	4.00		$0	$0	$0
N/A	TRUSTEE	4.00		$0	$0	$0
N/A	TRUSTEE	4.00		$0	$0	$0
N/A	TRUSTEE	4.00		$0	$0	$0
N/A	TRUSTEE	4.00		$0	$0	$0
N/A	TRUSTEE	4.00		$0	$0	$0
N/A	TRUSTEE	4.00		$0	$0	$0
N/A	TRUSTEE	4.00		$0	$0	$0
N/A	TRUSTEE	4.00		$0	$0	$0
N/A	TRUSTEE	4.00		$0	$0	$0
N/A	TRUSTEE	4.00		$0	$0	$0
N/A	EXECUTIVE DIRECTOR	4.00		$0	$7,200	$109,356

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	$166,441	$147,197	$965,030	$19,244
2022	$146,049	$59,127	$946,676	$86,922
2021	$44,796	$91,408	$866,129	$-46,612
2020	$107,168	$98,441	$901,966	$8,727
2019	$182,975	$3,089,294	$953,239	$-2,906,319

GARRETT-JACOBS MANSION ENDOWMENT FUND INC