Jupiter Hills Community Foundation Inc (EIN 800397809) - 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

2009

Legal Domicile

Principal Officer

Patricia Lunson

Phone

5617465151

Tax Period

2024-07-01 to 2025-06-30

Jupiter Hills Community Foundation Inc, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $157K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $127K, a strong 81% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO SICK AND NEEDY INDIVIDUALS AND FAMILIES WHO SERVE THE JUPITER HILLS COMMUNITY. THE FOUNDATION WILL ALSO SUPPORT LOCAL CHARITIES WHEN A NEED ARISES.

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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 $127,543

Program Service Revenue $0

Investment Income $29,559

Other Revenue $0

TOTAL REVENUE $157,102

Expense Breakdown

Grants Paid $27,293

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,293

Other Expenses $2,585

TOTAL EXPENSES $29,878

Year-over-Year Comparison

	2024	2023	Change
Revenue	$157,102	$129,888	+0.2%
Expenses	$29,878	$114,245	-0.7%
Net Income	$127,224	$15,643	+7.1%

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
PATRICIA LUNSON	PRESIDENT	10.00	Officer Director	$0	$0	$0
MONA MORELLO	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JOSEPH WILLETT	TREASURER	5.00	Officer Director	$0	$0	$0
HERBERT MARTENS	SECRETARY	5.00	Officer Director	$0	$0	$0
STEVE MARENTIS	DIRECTOR	5.00	Director	$0	$0	$0
CASEY MACKIE	DIRECTOR	5.00	Director	$0	$0	$0
PATRICE REGAN	DIRECTOR	5.00	Director	$0	$0	$0
BARRY O'NEILL	DIRECTOR	5.00	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	$157,102	$29,878	$797,730	$127,224
2024	$129,888	$114,245	$670,506	$15,643
2023	$138,160	$31,185	$654,863	$106,975
2022	$114,050	$57,908	$547,888	$56,142

Jupiter Hills Community Foundation Inc