JEREMY BULLOCK MEMORIAL FUND (EIN 810491877) - 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

1994

Legal Domicile

Principal Officer

WILLIAM J BULLOCK

Phone

4064900705

Tax Period

2024-01-01 to 2024-12-31

JEREMY BULLOCK MEMORIAL FUND, founded in 1994, is a small nonprofit in the Recreation & Sports sector that reported $156K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $35K, a strong 22% operating margin.

Mission

IMPROVE SCHOOL SAFETY IN MONTANA BY PROVIDING EDUCATORS AND COMMUNITY STAKEHOLDERS RESOURCES TO PROMOTE A HEALTHY LEARNING ENVIRONMENT AND ASSIST IN PROVISION OF A COMMUNITY YOUTH SOCCER FACILITY

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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 $50,500

Program Service Revenue $51,792

Investment Income $53,685

Other Revenue $0

TOTAL REVENUE $155,977

Expense Breakdown

Grants Paid $6,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,419

Other Expenses $115,169

TOTAL EXPENSES $121,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,977	$139,386	+0.1%
Expenses	$121,419	$104,774	+0.2%
Net Income	$34,558	$34,612	0.0%

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
WILLIAM J BULLOCK	DIRECTOR	005.00	Director	$0	$0	$0
ROBIN J BULLOCK	DIRECTOR	002.00	Director	$0	$0	$0
RAY ROGERS	DIRECTOR	001.00	Director	$0	$0	$0
KATE STETZNER	DIRECTOR	001.00	Director	$0	$0	$0
JOSHUA A BULLOCK	DIRECTOR	001.00	Director	$0	$0	$0
WILLIAM S BULLOCK	DIRECTOR	001.00	Director	$0	$0	$0
KAITLYN J BULLOCK	DIRECTOR	001.00	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
2024	$155,977	$121,419	$1,071,965	$34,558
2023	$139,386	$104,774	$1,037,407	$34,612
2022	$102,443	$140,261	$1,002,795	$-37,818
2021	$134,477	$81,900	$1,040,613	$52,577
2020	$449,107	$28,137	$988,036	$420,970

JEREMY BULLOCK MEMORIAL FUND