JEWEL CHARITY BALL INCORPORATED

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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

1988

Legal Domicile

Principal Officer

LEZLIE MONTELEONE

Phone

8178109849

Tax Period

2024-04-01 to 2025-03-31

JEWEL CHARITY BALL INCORPORATED, founded in 1988, is a community nonprofit in the Health Care sector that reported $2.4M in total revenue in fiscal year 2024. Expenses of $2.4M left a modest 3% surplus.

Mission

PROVIDE FINANCIAL SUPPORT TO FORT WORTH COOK CHILDREN'S MEDICAL CENTER.

Program Service Accomplishments

Program 1

Expenses: $2,250,000

JEWEL CHARITY BALL RAISES FUNDS FOR UNCOMPENSATED HEALTHCARE FOR CHILDREN AT COOK CHILDREN'S MEDICAL CENTER. FUNDRAISING IS ACCOMPLISHED BY SOLICITING DONATIONS FROM LOCAL, NATIONAL, AND...

JEWEL CHARITY BALL RAISES FUNDS FOR UNCOMPENSATED HEALTHCARE FOR CHILDREN AT COOK CHILDREN'S MEDICAL CENTER. FUNDRAISING IS ACCOMPLISHED BY SOLICITING DONATIONS FROM LOCAL, NATIONAL, AND INTERNATIONAL INDIVIDUALS, BUSINESSES AND FOUNDATIONS. ALL PROCEEDS ARE DONATED TO COOK CHILDREN'S MEDICAL CENTER FOR THE UNCOMPENSATED CARE FUND AND OTHER SPECIFIC FIELDS OF INTEREST AS DESIGNATED ANNUALLY BY THE JEWEL CHARITY BALL BOARD OF DIRECTORS. JEWEL CHARITY BALL'S 2024 DONATION TO COOK CHILDREN'S MEDICAL CENTER WAS $2.3 MILLION.

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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 $3,870,890

Program Service Revenue $0

Investment Income $30,207

Other Revenue $-1,463,131

TOTAL REVENUE $2,437,966

Expense Breakdown

Grants Paid $2,250,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,250,000

Other Expenses $111,596

TOTAL EXPENSES $2,361,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,437,966	$2,282,946	+0.1%
Expenses	$2,361,596	$2,275,810	+0.0%
Net Income	$76,370	$7,136	+9.7%

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

333

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
PEGGY SIMS	PRESIDENT	30.00	Officer Director	$0	$0	$0
LEZLIE MONTELEONE	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
NOEL NOLET	TREASURER	1.00	Officer Director	$0	$0	$0
JANE SYKES	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHELE REYNOLDS	PARLIAMENTARIAN	1.00	Officer Director	$0	$0	$0
SANDRA TUOMEY	NOMINATING	2.00	Officer Director	$0	$0	$0
TARA WARREN	MEMBERSHIP	1.00	Officer Director	$0	$0	$0
WENDY WRIGHT	ANGEL CHAIR	5.00	Officer Director	$0	$0	$0
LEZLIE MONTELEONE	ENDOWMENT CHAIR	1.00	Officer Director	$0	$0	$0
ANGELA DONAHUE	LONG RANGE PLANNING	3.00	Officer Director	$0	$0	$0
ANGELA DONAHUE	PAST PRESIDENT ADVISOR	1.00	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
2025	$2,437,966	$2,361,596	$3,675,487	$76,370
2024	$2,282,946	$2,275,810	$3,565,786	$7,136
2023	$2,400,412	$2,701,640	$3,715,405	$-301,228
2022	$2,791,200	$1,149,070	$4,120,264	$1,642,130
2021	$1,581,447	$2,573,923	$2,501,668	$-992,476
2019	$2,203,238	$2,325,577	$2,848,435	$-122,339