JUPITER FOUNDATION (EIN 811162363) - 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

2016

Legal Domicile

Principal Officer

ROSS SIMON

Phone

4806430075

Tax Period

2025-01-01 to 2025-12-31

JUPITER FOUNDATION, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $552K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

THE JUPITER FOUNDATION IS A NON-PROFIT ORGANIZATION THAT ADVANCES THE CRAFT OF BARTENDING THROUGH EDUCATIONAL PROGRAMS AND EVENTS WHILE BENEFITING OUR LOCAL ARIZONA HOSPITALITY AND OTHER WORTHY CAUSES. WE ASSIST THOSE IN NEED BY PROVIDING SCHOLARSHIPS AND GRANTS TO MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $407,342

Program Service Revenue $144,900

Investment Income $0

Other Revenue $0

TOTAL REVENUE $552,242

Expense Breakdown

Grants Paid $37,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $547,259

Other Expenses $511,270

TOTAL EXPENSES $548,270

Year-over-Year Comparison

	2025	2024	Change
Revenue	$552,242	$445,626	+0.2%
Expenses	$548,270	$429,416	+0.3%
Net Income	$3,972	$16,210	-0.8%

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

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
ROSS SIMON	PRESIDENT	3.00	Officer Director	$0	$0	$0
AARON DEFEO	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
KEITH CAYWOOD	SECRETARY	0.50	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	$552,242	$548,270	$107,404	$3,972
2024	$445,626	$429,416	$101,079	$16,210
2023	$381,272	$380,336	$84,241	$936
2023	$381,272	$380,336	$84,241	$936
2022	$327,800	$27,004	$82,777	$300,796
2020	$185,634	$185,323	$4,874	$311

JUPITER FOUNDATION