MARVIN E JONES EDUCATION TRUST

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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

1989

Legal Domicile

Phone

3866585450

Tax Period

2024-01-01 to 2024-12-31

MARVIN E JONES EDUCATION TRUST, founded in 1989, is a small nonprofit that reported $191K in total revenue in fiscal year 2024. Revenue surged 162% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 52% operating margin.

Mission

PROVIDE SCHOLARSHIPS FOR COLLEGE STUDENTS FROM SUWANNEE COUNTY FLORIDA AND AWARDS TO DAY CARE AND SUMMER YOUTH PROGRAMS OF ADVENT CHRISTIAN VILLAGE.

Program Service Accomplishments

Program 1

Expenses: $70,448

SCHOLARSHIPS TOTALING 60,000 WERE PAID TO COLLEGE STUDENTS IN 2023. AN ADDITIONAL 10000 EACH WAS CONTRIBUTED TO THE DAY CARE AND SUMMER CAMP PROGRAM OF THE ADVENT CHRISTIAN VILLAGE.

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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 $0

Program Service Revenue $0

Investment Income $191,050

Other Revenue $0

TOTAL REVENUE $191,050

Expense Breakdown

Grants Paid $69,242

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,448

Other Expenses $22,205

TOTAL EXPENSES $91,447

Year-over-Year Comparison

	2024	2023	Change
Revenue	$191,050	$72,944	+1.6%
Expenses	$91,447	$79,859	+0.1%
Net Income	$99,603	$-6,915	-15.4%

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
CRAIG CARTER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL JONES	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT JONES	TRUSTEE	1.00	Director	$0	$0	$0
RANDY LAMB	TRUSTEE	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	$191,050	$91,447	$2,551,055	$99,603
2023	$72,944	$79,859	$2,373,562	$-6,915
2022	$42,808	$77,364	$2,154,176	$-34,556
2021	$306,773	$107,599	$2,562,979	$199,174
2020	$110,019	$87,708	$2,371,709	$22,311
2019	$102,449	$70,699	$2,200,071	$31,750
2018	$103,854	$68,455	$1,919,481	$35,399