ARTHUR JAMES INC (EIN 821713874) - 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

Arthur Robertson

Phone

9177504891

Tax Period

2019-01-01 to 2019-12-31

ARTHUR JAMES INC, founded in 2017, is a small nonprofit that reported $500K in total revenue in fiscal year 2019. Expenses of $450K left a modest 10% surplus.

Mission

The organization is designed to educate the youth and adults on financial literacy in underserved communities. Our mission is to educate individuals on financial concepts and principles that will enable them to make wise financial decisions. In addition, provide low income housing.

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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 (2019)

Revenue Breakdown

Contributions & Grants $500,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $500,000

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $202,000

Fundraising Expenses $0

Program Expenses $200,000

Other Expenses $48,000

TOTAL EXPENSES $450,000

Year-over-Year Comparison

	2019	2018	Change
Revenue	$500,000	N/A	N/A
Expenses	$450,000	N/A	N/A
Net Income	$50,000	$0	N/A

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

$100,000

Total Directors

$100,000

Key Employees

$90,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Arthur Robertson	Owner	35	Officer Director	$100,000	$0	$100,000
Audrey Robertson	Board Member	5	Officer Director	$0	$0	$0
Serena Robertson	Board Member	5.00	Director	$0	$0	$0
Brian Ash	Team Member	40	Key Emp	$30,000	$0	$30,000
Kadish Callum	Team Member	40	Key Emp	$30,000	$0	$30,000
Kalie Hall	Team Member	40	Key Emp	$30,000	$0	$30,000

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
2019	$500,000	$450,000	$198,000	$50,000

ARTHUR JAMES INC