JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY (EIN 522031287) - 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

1997

Legal Domicile

Principal Officer

LAURA LEVINE

Phone

2028466780

Tax Period

2023-01-01 to 2023-12-31

JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY, founded in 1997, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $2.3M exceeded revenue, resulting in a 37% operating deficit.

Mission

JUMPSTART IS A COALITION OF DIVERSE FINANCIAL EDUCATION STAKEHOLDERS. THESE ORGANIZATIONS WORK TOGETHER TO EDUCATE AND PREPARE OUR NATION'S YOUTH FOR LIFE-LONG FINANCIAL SUCCESS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,665,605

Program Service Revenue $87,571

Investment Income $-104,003

Other Revenue $0

TOTAL REVENUE $1,649,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $481,355

Fundraising Expenses $8,000

Program Expenses $1,970,865

Other Expenses $1,773,893

TOTAL EXPENSES $2,255,248

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,649,173	$1,876,011	-0.1%
Expenses	$2,255,248	$1,944,531	+0.2%
Net Income	$-606,075	$-68,520	+7.8%

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

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

$214,444

Total Directors

$214,444

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREE TAYLOR	DIRECTOR	0.50	Director	$0	$0	$0
BILLY J HENSLEY	DIRECTOR	0.50	Director	$0	$0	$0
BONNIE WALLACE	DIRECTOR	0.50	Director	$0	$0	$0
CASEY CORTESE	VICE CHAIR	0.50	Officer Director	$0	$0	$0
CHRISTINA CUZZI	DIRECTOR	0.50	Director	$0	$0	$0
COLLEEN P TRESSLER	DIRECTOR	0.50	Director	$0	$0	$0
COREY CARLISLE	CHAIR	0.50	Officer Director	$0	$0	$0
DEMETRIUS SCOTT	DIRECTOR	0.50	Director	$0	$0	$0
DENNIS DUQUETTE	DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH KISS	DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH ORTIZ	DIRECTOR	0.50	Director	$0	$0	$0
GERALDINE WALSH	DIRECTOR	0.50	Director	$0	$0	$0
HUGH NORTON	DIRECTOR	0.50	Director	$0	$0	$0
J MICHAEL COLLINS	TREASURER	0.50	Officer Director	$0	$0	$0
JARED DAVIDOVE	DIRECTOR	0.50	Director	$0	$0	$0
LAURA LEVINE NON-VOTING	PRESIDENT/CEO	35.00	Officer Director	$184,444	$30,000	$214,444
LAURA MILNER SHIPLEY	DIRECTOR	0.50	Director	$0	$0	$0
LINDSAY TORRICO	DIRECTOR	0.50	Director	$0	$0	$0
LORI MYERS	DIRECTOR	0.50	Director	$0	$0	$0
LORI SCHOCK	DIRECTOR	0.50	Director	$0	$0	$0
MELANIE MORTIMER	DIRECTOR	0.50	Director	$0	$0	$0
NAN J MORRISON	DIRECTOR	0.50	Director	$0	$0	$0
RACHAEL DELEON	DIRECTOR	0.50	Director	$0	$0	$0
RAY MARTINEZ	DIRECTOR	0.50	Director	$0	$0	$0
RHONDA ASHBURN	SECRETARY	0.50	Officer Director	$0	$0	$0
ROD GRIFFIN	DIRECTOR	0.50	Director	$0	$0	$0
TRACIE ANDERSON	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM E ODOM	DIRECTOR EMERITUS	0.50	Director	$0	$0	$0
LAURA FISHER	DIRECTOR	0.50	Director	$0	$0	$0
BUFFY MURPHY	OFFICER	0.50	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
2024	No data	No data	No data	No data
2023	$1,649,173	$2,255,248	$2,363,324	$-606,075
2022	$1,876,011	$1,944,531	$2,867,874	$-68,520
2021	$2,370,827	$1,676,264	$2,803,191	$694,563
2020	$959,928	$1,244,735	$2,733,309	$-284,807
2019	$1,235,530	$1,956,215	$3,337,242	$-720,685
2018	$1,424,727	$1,624,492	$3,299,535	$-199,765

JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY