BARRETT-JACKSON CHARITIES (EIN 820958278) - 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

2017

Legal Domicile

Principal Officer

CRAIG H JACKSON

Phone

4804216694

Tax Period

2022-01-01 to 2022-12-31

BARRETT-JACKSON CHARITIES, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $543K in total revenue in fiscal year 2022. Revenue surged 6732% from the prior year, signaling strong growth momentum. Expenses of $515K left a modest 5% surplus.

Mission

BARRETT-JACKSON CHARITIES RAISES MONEY TO SUPPORT ORGANIZATIONS EXEMPT FROM TAXATION THAT ARE PUBLIC CHARITIES. ONE OF THE RECIPIENTS OF MONEY RAISED BY THE COMPANY IS THE AMERICAN HEART ASSOCIATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $543,169

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $543,169

Expense Breakdown

Grants Paid $515,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $515,000

Other Expenses $130

TOTAL EXPENSES $515,130

Year-over-Year Comparison

	2022	2021	Change
Revenue	$543,169	$7,950	+67.3%
Expenses	$515,130	$8,156	+62.2%
Net Income	$28,039	$-206	-137.1%

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

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
CRAIG H JACKSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROLYN JACKSON	DIRECTOR	1.00	Officer Director	$0	$0	$0
WEBB STICKNEY	SECRETARY	1.00	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
2022	$543,169	$515,130	$35,989	$28,039

BARRETT-JACKSON CHARITIES