ANNABELLA R JENKINS FOUNDATION

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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

1995

Legal Domicile

Principal Officer

SUSAN H DAVENPORT

Phone

8043307400

Tax Period

2023-01-01 to 2023-12-31

ANNABELLA R JENKINS FOUNDATION, founded in 1995, is a community nonprofit in the Health Care sector that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $986K, a strong 24% operating margin.

Mission

TO IMPROVE THE WELL-BEING OF ALL PEOPLE IN THE RICHMOND REGION AND REDUCE HEALTH DISPARITIES THROUGH INFORMED, STRATEGIC, AND IMPACTFUL PHILANTHROPY.

Program Service Accomplishments

Program 1

Expenses: $1,444,194 Revenue: $0

ACCESS TO PRIMARY CARE - TO INCREASE ACCESS TO HEALTH EDUCATION, MEDICAL CARE, AND CASE MANAGEMENT.

Program 2

Expenses: $746,000 Revenue: $0

ACCESS TO MENTAL HEALTH CARE - TO INCREASE ACCESS TO COUNSELING, MENTAL HEALTH EDUCATION, RESIDENTIAL MENTAL HEALTH TREATMENT, AND TRAUMA-INFORMED CARE.

Program 3

Expenses: $195,000 Revenue: $0

PREVENTION AND TREATMENT OF SUBSTANCE USE DISORDERS - TO PROVIDE TREATMENT AND SUPPORT FOR INDIVIDUALS IN RECOVERY FROM DRUG AND ALCOHOL ADDICTION.

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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 $219,567

Program Service Revenue $0

Investment Income $3,817,767

Other Revenue $567

TOTAL REVENUE $4,037,901

Expense Breakdown

Grants Paid $2,618,598

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,640,533

Other Expenses $432,868

TOTAL EXPENSES $3,051,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,037,901	$1,936,414	+1.1%
Expenses	$3,051,466	$2,818,419	+0.1%
Net Income	$986,435	$-882,005	-2.1%

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
SUSAN H DAVENPORT	CHAIR	1.50	Officer Director	$0	$0	$0
VINEETA SHAH MHS RD	VICE-CHAIR	1.50	Officer Director	$0	$0	$0
CECILIA E BARBOSA PHD MPH	TREASURER	1.50	Officer Director	$0	$0	$0
SUSAN BROWN DAVIS	SECRETARY THROUGH 5/2023	1.50	Officer Director	$0	$0	$0
RASHEEDA CREIGHTON	SECRETARY START 6/2023	1.50	Officer Director	$0	$0	$0
MYRA GOODMAN SMITH	IMMEDIATE PAST CHAIR	1.50	Officer Director	$0	$0	$0
ALI BAYLER	DIRECTOR	1.00	Director	$0	$0	$0
LISSY S BRYAN	DIRECTOR	1.00	Director	$0	$0	$0
RASHIDA GRAY MD	DIRECTOR	1.00	Director	$0	$0	$0
SHANTENY JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
NADINE MARSH-CARTER	DIRECTOR	1.00	Director	$0	$0	$0
MEERA PAHUJA MD MSC	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE PECHURA PHD	DIRECTOR	1.00	Director	$0	$0	$0
ERICA M ROYAL	DIRECTOR THROUGH 1/2023	1.00	Director	$0	$0	$0
ELAINE SUMMERFIELD	DIRECTOR THROUGH 4/2023	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
2024	No data	No data	No data	No data
2023	$4,037,901	$3,051,466	$62,903,690	$986,435
2022	$1,936,414	$2,818,419	$62,131,090	$-882,005
2021	$6,833,566	$2,580,185	$70,934,282	$4,253,381
2020	$2,723,178	$1,746,446	$61,831,647	$976,732
2019	$2,713,533	$2,633,898	$54,390,532	$79,635
2018	$2,065,278	$2,425,997	$49,903,280	$-360,719