PRESIDENT ANDREW JACKSON MANOR (EIN 680033365) - 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

1983

Legal Domicile

Principal Officer

KATHERINE NIELSON

Phone

9163340810

Tax Period

2023-01-01 to 2023-12-31

PRESIDENT ANDREW JACKSON MANOR, founded in 1983, is a small nonprofit that reported $248K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF SENIORS THROUGH INNOVATIVE HEALTH, HOUSING AND SOCIAL SERVICES.

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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 $167,463

Program Service Revenue $79,429

Investment Income $1,349

Other Revenue $98

TOTAL REVENUE $248,339

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,766

Fundraising Expenses $0

Program Expenses $188,658

Other Expenses $161,380

TOTAL EXPENSES $251,146

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,339	$264,110	-0.1%
Expenses	$251,146	$247,045	+0.0%
Net Income	$-2,807	$17,065	-1.2%

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

Employees

Volunteers

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
BILL PACE	Board Member	0.06	Director	$0	$0	$0
JAMES GIACOMELLI	Board Member	0.02	Director	$0	$0	$0
JEFF CRAWFORD	Board Member	0.06	Director	$0	$0	$0
BETSI HOWARD	Board Member	0.06	Director	$0	$0	$0
MARTHA KUNKEL	Chair	0.06	Officer Director	$0	$0	$0
JAMES H PHILLIPS	Board Member	0.06	Director	$0	$0	$0
KATHERINE NIELSON	Vice Chair	0.02	Officer Director	$0	$0	$0
STELLA DUPONT	Board Member	0.06	Director	$0	$0	$0
ELIZABETH CATRON	Secretary	1.87	Officer	$0	$0	$0
CAREY HOWELL	Assis Treasurer	0.12	Officer	$0	$0	$0
DAN SEILER	CFO	0.00	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
2024	No data	No data	No data	No data
2023	$248,339	$251,146	$645,228	$-2,807
2022	$264,110	$247,045	$692,047	$17,065
2021	$235,077	$240,534	$655,355	$-5,457
2020	$229,215	$237,663	$657,715	$-8,448
2019	$224,215	$237,003	$702,637	$-12,788
2018	$222,085	$242,233	$711,907	$-20,148

PRESIDENT ANDREW JACKSON MANOR