JOUBERT SYNDROME AND RELATED DISORDERS FOUNDATION (EIN 521871536) - 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

1994

Legal Domicile

Principal Officer

STEPHEN MACK

Phone

2163721603

Tax Period

2021-01-01 to 2021-12-31

JOUBERT SYNDROME AND RELATED DISORDERS FOUNDATION, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $164K in total revenue in fiscal year 2021. The organization ran a surplus of $60K, a strong 36% operating margin.

Mission

TO ADMINISTER A CONFERENCE FEATURING PHYSICIANS WHO ARE CONDUCTING JOUBERT SYNDROME RESEARCH AND TO PROVIDE HELPFUL INFORMATION TO PARENTS RAISING CHILDREN WITH JOUBERT SYNDROME

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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 (2021)

Revenue Breakdown

Contributions & Grants $162,938

Program Service Revenue $0

Investment Income $0

Other Revenue $1,030

TOTAL REVENUE $163,968

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,799

Program Expenses $16,321

Other Expenses $104,363

TOTAL EXPENSES $104,363

Year-over-Year Comparison

	2021	2020	Change
Revenue	$163,968	$169,140	0.0%
Expenses	$104,363	$67,907	+0.5%
Net Income	$59,605	$101,233	-0.4%

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

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
JENNI SWENSON	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
STEPHEN MACK	PRESIDENT	2.00	Officer Director	$0	$0	$0
BETH SHEPARD	TREASURER	2.00	Officer Director	$0	$0	$0
DENISE MACK	SECRETARY	2.00	Officer Director	$0	$0	$0
AMY BALLOCK	DIRECTOR	2.00	Director	$0	$0	$0
SARA BORDERS	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN CHACKO	DIRECTOR	2.00	Director	$0	$0	$0
ANNA DIETZEN	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA FIELDS	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER GRABRUCK	DIRECTOR (THROUGH JULY 2021)	2.00	Director	$0	$0	$0
SCOTT MACLELLAN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL MASSA	DIRECTOR	2.00	Director	$0	$0	$0
CASSIE MEIERS	DIRECTOR	2.00	Director	$0	$0	$0
LARRY MUNGER	DIRECTOR	2.00	Director	$0	$0	$0
BRITTANI ROLLEN	DIRECTOR	2.00	Director	$0	$0	$0
MEGHANN RUTLEDGE	DIRECTOR (THROUGH JULY 2021)	2.00	Director	$0	$0	$0
CHUCK SODER	DIRECTOR	2.00	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
2021	$163,968	$104,363	$474,067	$59,605
2017	$218,972	$196,638	$233,938	$22,334

JOUBERT SYNDROME AND RELATED DISORDERS FOUNDATION