THE J MITCHELL COX JR FOUNDATION (EIN 621840213) - 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

2000

Legal Domicile

Principal Officer

J MITCHELL COX JR

Phone

4232826582

Tax Period

2023-01-01 to 2023-12-31

THE J MITCHELL COX JR FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $85K in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. Expenses of $82K left a modest 4% surplus.

Mission

ORGANIZED FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSES OF MUNSEY MEMORIAL UNITED METHODIST CHURCH & THE COALITION FOR KIDS INC. (BOTH EXEMPT FROM TAX)

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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 $0

Program Service Revenue $0

Investment Income $48,620

Other Revenue $36,291

TOTAL REVENUE $84,911

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,646

Other Expenses $11,646

TOTAL EXPENSES $81,646

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,911	$49,271	+0.7%
Expenses	$81,646	$113,218	-0.3%
Net Income	$3,265	$-63,947	-1.1%

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

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
J M COX JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
EDDIE LAUDERBACK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF BLACKBURN	SECRETARY-TREASURER	1.00	Officer 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	$84,911	$81,646	$1,678,258	$3,265
2022	$49,271	$113,218	$1,684,316	$-63,947
2021	$91,793	$116,740	$1,850,617	$-24,947
2020	$69,723	$12,251	$1,813,302	$57,472
2019	$93,999	$72,258	$1,747,828	$21,741
2018	$51,505	$75,163	$1,709,288	$-23,658

THE J MITCHELL COX JR FOUNDATION