JAMES PHILLIPS WILLIAMS MEM FOUNDATION (EIN 752066135) - 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

2004

Legal Domicile

Phone

3256552331

Tax Period

2024-01-01 to 2024-12-31

JAMES PHILLIPS WILLIAMS MEM FOUNDATION, founded in 2004, is a small nonprofit that reported $235K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $224K left a modest 5% surplus.

Mission

TO PROVIDE OPPORTUNITY FOR ALTERNATIVE EDUCATIONAL INSTRUCTION FOR THOSE CHILDREN OR ADULTS WHO ARE EXPERIENCING DIFFICULTIES AS A RESULT OF DYSLEXIA AND/OR OTHER LEARNING DIFFERENCES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $104,125

Program Service Revenue $111,055

Investment Income $2,549

Other Revenue $17,586

TOTAL REVENUE $235,315

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,434

Fundraising Expenses $7,657

Program Expenses $198,332

Other Expenses $158,090

TOTAL EXPENSES $223,524

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,315	$326,567	-0.3%
Expenses	$223,524	$234,607	0.0%
Net Income	$11,791	$91,960	-0.9%

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

$44,418

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDIE ENGLISH	PRESIDENT	0.00	Officer Director	$0	$0	$0
CARLA MORRIS	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
RAELYE SELF	SEC/TREAS	0.00	Officer Director	$0	$0	$0
ANICA CISNEROZ	MEMBER	0.00	Director	$0	$0	$0
JAMES FREEMAN	MEMBER	0.00	Director	$0	$0	$0
KINSEY HANSEN	MEMBER	0.00	Director	$0	$0	$0
MOLLY JOHNSON TURK	MEMBER	0.00	Director	$0	$0	$0
JENNA ABEL	MEMBER	0.00	Director	$0	$0	$0
LAURA BEHRENS	MEMBER	0.00	Director	$0	$0	$0
LINZEY NEFF	MEMBER	0.00	Director	$0	$0	$0
LAUREN THORNE	MEMBER	0.00	Director	$0	$0	$0
ANN WILLIAMS	FOUNDER	0.00	Director	$0	$0	$0
MARY ANN COCHRAN	EXECUTIVE DIRECTOR	30.00	Director	$0	$0	$44,418

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	$235,315	$223,524	$464,235	$11,791
2023	$326,567	$234,607	$452,444	$91,960
2022	$275,578	$212,457	$362,426	$63,121
2021	$318,880	$186,385	$297,674	$132,495
2018	$192,401	$182,249	$176,874	$10,152

JAMES PHILLIPS WILLIAMS MEM FOUNDATION