ROBERT S JORDAN AND BEATRICE DANIE… - Form 990 Financial Data

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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

AMERICAN NATIONAL BANK

Phone

4347925111

Tax Period

2020-01-01 to 2020-12-31

ROBERT S JORDAN AND BEATRICE DANIELS JORDAN MEMORIAL FUND FOR AVERETT COLLEGE, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $3K in total revenue in fiscal year 2020. Revenue fell 105% from the prior year — a significant decline worth monitoring.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE FINANCIAL SUPPORT TO AVERETT UNIVERSITY.

Program Service Accomplishments

Program 1

Expenses: $7,100

FINANCIAL SUPPORT PROVIDED TO AVERETT UNIVERSITY AND DESIGNATED FOR USE TO MEET GENERAL NEEDS

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-3,147

Other Revenue $0

TOTAL REVENUE $-3,147

Expense Breakdown

Grants Paid $7,100

Salaries & Benefits $2,954

Fundraising Expenses $0

Program Expenses $7,100

Other Expenses $1,147

TOTAL EXPENSES $11,201

Year-over-Year Comparison

	2020	2019	Change
Revenue	$-3,147	$63,433	-1.0%
Expenses	$11,201	$9,148	+0.2%
Net Income	$-14,348	$54,285	-1.3%

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

N/A

Independent Members

N/A

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
N/A	TRUSTEE	2.00		$2,954	$0	$2,954

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
2025	No data	No data	No data	No data
2020	$-3,147	$11,201	$231,985	$-14,348
2019	$63,433	$9,148	$246,333	$54,285

ROBERT S JORDAN AND BEATRICE DANIELS JORDAN MEMORIAL FUND FOR AVERETT COLLEGE