JULIA F THOMPSON INC (EIN 760594258) - 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

Tax Period

2023-01-01 to 2023-12-31

JULIA F THOMPSON INC, founded in 1997, is a small nonprofit in the Education sector that reported $261K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $232K left a modest 11% surplus.

Mission

Provide charitable giving to improve the quality of life for individuals and families through leadership mentoring education economic development and health wellness in the Fort Bend County and Greater Houston Metropolitan area.

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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 $261,091

Program Service Revenue $0

Investment Income $79

Other Revenue $0

TOTAL REVENUE $261,170

Expense Breakdown

Grants Paid $155,914

Salaries & Benefits $0

Fundraising Expenses $55,781

Program Expenses $155,914

Other Expenses $75,634

TOTAL EXPENSES $231,548

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,170	$212,862	+0.2%
Expenses	$231,548	$172,489	+0.3%
Net Income	$29,622	$40,373	-0.3%

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

714

Independent Members

714

Employees

N/A

Volunteers

714

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
Sharon Lester	Director	1.00	Director	$0	$0	$0
Chelsea Ball	Director	1.00	Director	$0	$0	$0
Tawanna McInnis Cole	Director	1.00	Director	$0	$0	$0
Michelle Calhoun	Director	1.00	Director	$0	$0	$0
Monica Green	Director	1.00	Director	$0	$0	$0
Christina Porter	Director	1.00	Director	$0	$0	$0
Ariel Robinson	Director	1.00	Director	$0	$0	$0
Sonja Reed	Director	4.00	Director	$0	$0	$0
Della Sanders	Director	1.00	Director	$0	$0	$0
Laura Collins	President	20.00	Officer	$0	$0	$0
Jessica Hill	First Vice President	2.00	Officer	$0	$0	$0
Saki Indakwa	Second Vice President	2.00	Officer	$0	$0	$0
Lynsay Gaines Anderson	Secretary	3.00	Officer	$0	$0	$0
Shanae Ivey	Assistant Secretary	3.00	Officer	$0	$0	$0
Samantha Taylor	Treasurer	20.00	Officer	$0	$0	$0
Charis Axel	Assistant Treasurer	5.00	Officer	$0	$0	$0
Judy Barnes	Financial Secretary	15.00	Officer	$0	$0	$0
Monica Martinez	Assistant Financial Secretary	3.00	Officer	$0	$0	$0
Detri Spears	Parliamentarian	5.00	Officer	$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
2023	$261,170	$231,548	$445,917	$29,622
2022	$212,862	$172,489	$417,771	$40,373

JULIA F THOMPSON INC