JPS FOUNDATION (EIN 752717782) - 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

1997

Legal Domicile

Phone

8177027310

Tax Period

2023-10-01 to 2024-09-30

JPS FOUNDATION, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.8M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $861K, a strong 23% operating margin.

Mission

JPS FOUNDATION IS A NONPROFIT WHOSE PURPOSE IS TO PERFORM SERVICES ON BEHALF OF THE TARRANT COUNTY HOSPITAL DISTRICT, INCLUDING ... (CONTINUED ON SCHEDULE O)

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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 $3,277,846

Program Service Revenue $240,824

Investment Income $291,280

Other Revenue $0

TOTAL REVENUE $3,809,950

Expense Breakdown

Grants Paid $1,352,281

Salaries & Benefits $0

Fundraising Expenses $27,927

Program Expenses $2,854,975

Other Expenses $1,596,872

TOTAL EXPENSES $2,949,153

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,809,950	$3,243,848	+0.2%
Expenses	$2,949,153	$3,548,960	-0.2%
Net Income	$860,797	$-305,112	-3.8%

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

$2,520,180

Total Directors

$359,416

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL SUTTERFIELD	JPSF PRESIDENT	40.0	Officer Director	$0	$20,325	$359,416
FRANK TESTA	VICE CHAIR	1.0	Officer Director	$0	$0	$0
LARRY ANFIN	CHAIR	1.0	Officer Director	$0	$0	$0
MIMI TRAN	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
AMANDA ARIZOLA	JPS BOARD OF MANAGERS LIAISON	1.0	Director	$0	$0	$0
AMY RADCLIFFE	DIRECTOR	1.0	Director	$0	$0	$0
DR CYNTHIA MONTES	DIRECTOR	1.0	Director	$0	$0	$0
KALISHA HOLLAND	DIRECTOR	1.0	Director	$0	$0	$0
MYRA SAVAGE	DIRECTOR	1.0	Director	$0	$0	$0
RAY CASAS	DIRECTOR	1.0	Director	$0	$0	$0
TY STIMPSON	DIRECTOR	1.0	Director	$0	$0	$0
DR KAREN DUNCAN	PRESIDENT AND CEO TCHD	2.0	Officer	$0	$96,628	$2,160,764
TERESA YEARGINS	DIRECTOR OF DEVELOPMENT	40.0	Highest	$0	$35,694	$143,261

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	$3,809,950	$2,949,153	$9,224,921	$860,797
2023	$3,243,848	$3,548,960	$7,270,099	$-305,112
2022	$2,303,406	$1,658,925	$7,046,352	$644,481
2021	$2,580,748	$2,131,126	$7,162,271	$449,622
2020	$3,800,109	$2,520,568	$6,248,402	$1,279,541
2019	$2,855,436	$1,796,054	$5,096,553	$1,059,382
2018	$2,490,906	$1,757,252	$3,882,319	$733,654

JPS FOUNDATION