THE EJ AND MARJORY B OURSO FAMILY FOUNDATION (EIN 721303806) - 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

1995

Legal Domicile

Principal Officer

JESSE P ARBONEAUX

Phone

2254731638

Tax Period

2023-01-01 to 2023-12-31

THE EJ AND MARJORY B OURSO FAMILY FOUNDATION, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $1.1M left a modest 9% surplus.

Mission

OPERATION FOR THE BENEFIT OF THE BATON ROUGE AREA FOUNDATION A SEC. 501(C)(3) ORGANIZATION

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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 $1,235,400

Other Revenue $2,427

TOTAL REVENUE $1,237,827

Expense Breakdown

Grants Paid $326,190

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $343,196

Other Expenses $799,717

TOTAL EXPENSES $1,125,907

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,237,827	$1,403,584	-0.1%
Expenses	$1,125,907	$1,380,735	-0.2%
Net Income	$111,920	$22,849	+3.9%

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

$521,252

Total Directors

$295,738

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCIS JUMONVILLE JR	DIRECTOR	5.00	Director	$0	$0	$0
EDMUND GIERING	DIRECTOR	5.00	Director	$0	$71,626	$295,738
JESSE ARBONEAUX	PRESIDENT, CEO, TREASURER	20.00	Officer	$0	$0	$0
CATHY LEBLANC	SECRETARY	5.00	Officer	$0	$0	$0
CHRIS MEYER	VICE PRESIDENT	5.00	Officer	$0	$78,164	$521,252

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	$1,237,827	$1,125,907	$16,125,317	$111,920
2022	$1,403,584	$1,380,735	$16,192,242	$22,849
2021	$1,880,308	$1,370,860	$16,315,954	$509,448
2020	$1,082,059	$1,693,806	$16,369,898	$-611,747
2019	$1,013,002	$1,128,000	$16,982,529	$-114,998
2018	$675,869	$1,151,960	$17,140,263	$-476,091

THE EJ AND MARJORY B OURSO FAMILY FOUNDATION