SOJOURNER CHARITABLE FUND C/O JIM LEE CPA (EIN 581379471) - 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

Principal Officer

JIM D LEE

Phone

8636867330

Tax Period

2024-09-01 to 2025-08-31

SOJOURNER CHARITABLE FUND C/O JIM LEE CPA is a small nonprofit in the Philanthropy & Grantmaking sector that reported $116K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE SUPPORT TO VARIOUS MISSIONARIES ON THE MISSION FIELD.

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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 (2024)

Revenue Breakdown

Contributions & Grants $116,314

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $116,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,814

Other Expenses $115,435

TOTAL EXPENSES $115,435

Year-over-Year Comparison

	2024	2023	Change
Revenue	$116,314	$163,057	-0.3%
Expenses	$115,435	$165,164	-0.3%
Net Income	$879	$-2,107	-1.4%

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

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
DIANA AMBROSE	VICE PRESIDE	N/A	Officer	$0	$0	$0
SUSAN GRIFFITH	SEC. / TREAS	N/A	Officer	$0	$0	$0
JIM D LEE	PRESIDENT	N/A	Officer	$0	$0	$0
RHONDA RIGGLEMAN	ASSISTANT TR	1.00	Officer	$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
2025	$116,314	$115,435	$15,940	$879
2024	$163,057	$165,164	$15,061	$-2,107
2023	$148,034	$152,639	$17,168	$-4,605
2022	$215,635	$201,753	$21,773	$13,882
2021	$215,458	$219,459	$7,891	$-4,001
2020	$207,527	$207,099	$11,892	$428
2019	$158,227	$166,785	$11,464	$-8,558
2018	$202,226	$202,665	$20,022	$-439

SOJOURNER CHARITABLE FUND C/O JIM LEE CPA