Jacobson Foundation

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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

1986

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Jacobson Foundation, founded in 1986, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $49K in total revenue in fiscal year 2023. Revenue surged 133% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11K, a strong 23% operating margin.

Mission

To showcase and educate the public on Native American Art.

Program Service Accomplishments

Program 1

Expenses: $5,112

To enrich the community with continued education of talented artists work exhibited at the Jacobson House. We achieve this by bringing to the community and State of Oklahoma lectures, workshops...

To enrich the community with continued education of talented artists work exhibited at the Jacobson House. We achieve this by bringing to the community and State of Oklahoma lectures, workshops, culteral activities and art exhibits. These subjects are taught through live intereaction with the artists, or one on one demonstrations, or workshops and exhibits that continue an ongoing theme. Enrichment for the community taught through books, films, oral and written history, dancing, singing, permanant and revolving art collections. Private and public collections are shared for all to see and learn about. We also have authentic Native American created art pieces. These consist of jewelry and paintings.

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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 $49,079

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $49,079

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,112

Other Expenses $37,581

TOTAL EXPENSES $37,581

Year-over-Year Comparison

	2023	2022	Change
Revenue	$49,079	$21,026	+1.3%
Expenses	$37,581	$23,388	+0.6%
Net Income	$11,498	$-2,362	-5.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Theron Wahkinney	Director	2.00	Director	$0	$0	$0
Brian Daffron	Secretary	2.00	Director	$0	$0	$0
Gena Timberman	Director	2.00	Director	$0	$0	$0
Albert Rivas Jr	Director	2.00	Director	$0	$0	$0
Mary Holt	Directer	2.00	Director	$0	$0	$0
James Bland	Director	2.00	Director	$0	$0	$0
EJ Sweetly	Vice Chairman	2.00	Director	$0	$0	$0
Brent Greenwood	Chairman	4.00	Officer Director	$0	$0	$0
Eric Singleton Ph D	Treasurer	4.00	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	$49,079	$37,581	$297,198	$11,498
2022	$21,026	$23,388	$288,551	$-2,362
2021	$37,361	$34,162	$296,532	$3,199
2020	$27,184	$23,142	$291,898	$4,042
2019	$31,603	$30,793	$292,403	$810
2018	$15,585	$25,632	$292,658	$-10,047