WALTER & AVIS JACOBS FOUNDATION INC (EIN 610974394) - 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

1980

Legal Domicile

Principal Officer

BRUCE J ROTH

Phone

5024598100

Tax Period

2024-06-01 to 2025-05-31

WALTER & AVIS JACOBS FOUNDATION INC, founded in 1980, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $256K in total revenue in fiscal year 2024. Revenue surged 135% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 59% operating margin.

Mission

THE FOUNDATION'S EXEMPT PURPOSE IS TO SUPPORT THE FIVE ORGANIZATIONS LISTED IN PART III.

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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 $256,115

Other Revenue $0

TOTAL REVENUE $256,115

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $20,000

Fundraising Expenses $0

Program Expenses $75,000

Other Expenses $9,617

TOTAL EXPENSES $104,617

Year-over-Year Comparison

	2024	2023	Change
Revenue	$256,115	$108,995	+1.3%
Expenses	$104,617	$90,609	+0.2%
Net Income	$151,498	$18,386	+7.2%

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

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

$20,000

Total Directors

$20,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE J ROTH	PRESIDENT	5.00	Officer Director	$10,000	$0	$10,000
DAVID M ROTH	SECRETARY	1.00	Officer Director	$10,000	$0	$10,000

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	$256,115	$104,617	$1,301,333	$151,498
2024	$108,995	$90,609	$1,149,835	$18,386
2023	$36,753	$90,051	$1,131,449	$-53,298
2022	$62,988	$100,733	$1,184,747	$-37,745
2021	$49,516	$103,446	$1,222,493	$-53,930
2020	$46,269	$104,524	$1,276,423	$-58,255
2018	$66,455	$125,956	$1,372,536	$-59,501

WALTER & AVIS JACOBS FOUNDATION INC