JULIETTE FOWLER FOUNDATION (EIN 710908909) - 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

2002

Legal Domicile

Principal Officer

JAMES T JAHNKE

Phone

2148270813

Tax Period

2023-01-01 to 2023-12-31

JULIETTE FOWLER FOUNDATION, founded in 2002, is a community nonprofit that reported $9.4M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.4M, a strong 68% operating margin.

Mission

MANAGES INVESTMENTS MADE WITH FUNDS DONATED FOR THE BENEFIT OF THE FOWLER PROGRAMS, AS WELL AS DONATED MINERAL AND ROYALTY INTERESTS. DISTRIBUTIONS ARE MADE SOLELY IN SUPPORT OF JULIETTE FOWLER COMMUNITIES INC AND JULIETTE FOWLER PROPERTIES.

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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 $2,343,281

Program Service Revenue $0

Investment Income $1,006,280

Other Revenue $6,036,392

TOTAL REVENUE $9,385,953

Expense Breakdown

Grants Paid $2,252,090

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,252,090

Other Expenses $712,496

TOTAL EXPENSES $2,964,586

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,385,953	$6,404,275	+0.5%
Expenses	$2,964,586	$2,221,596	+0.3%
Net Income	$6,421,367	$4,182,679	+0.5%

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

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

$866,826

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETE BRATLIE	BOARD MEMBER	0.20	Director	$0	$0	$0
RICHARD DOOLEY	BOARD MEMBER	0.20	Director	$0	$0	$0
LIZ HERMANN	BOARD MEMBER	0.20	Director	$0	$0	$0
JEFF MUNDY	CHAIR	0.20	Officer Director	$0	$0	$0
JILL NELSON	BOARD MEMBER	0.20	Director	$0	$0	$0
GRAY POWERS	BOARD MEMBER	0.20	Director	$0	$0	$0
ELIZABETH NICOLE GANN	PRESIDENT/CEO	4.00	Officer	$0	$30,544	$307,544
ANN MCKINLEY	CAO (TERM ENDED)	4.00	Officer	$0	$7,590	$102,647
SCOTT MARTINEZ	CFO	4.00	Officer	$0	$17,738	$177,819
BILLIE COLLINS	COO	4.00	Officer	$0	$17,079	$171,333
ASHLEY BROWN	CAO	4.00	Officer	$0	$9,006	$107,483

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	$9,385,953	$2,964,586	$52,632,413	$6,421,367
2022	$6,404,275	$2,221,596	$45,837,819	$4,182,679
2021	$5,455,364	$5,532,021	$42,014,572	$-76,657
2020	$4,824,960	$2,567,851	$34,059,106	$2,257,109
2019	$3,624,990	$3,780,613	$28,502,810	$-155,623
2018	$3,363,632	$2,474,001	$22,831,393	$889,631

JULIETTE FOWLER FOUNDATION