JONAS PHILANTHROPIES INC (EIN 821843824) - 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

JOHN JONAS

Phone

2123059792

Tax Period

2023-01-01 to 2023-12-31

JONAS PHILANTHROPIES INC, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $467K in total revenue in fiscal year 2023. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $559K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO RAISE FUNDS AND PROVIDING GRANTS AND OTHER SUPPORT TO PROGRAMS, PROJECTS AND SCHOLARSHIPS RELATED TO THREE CENTRAL ISSUES- NURSING AND VETERAN'S CARE, LOW VISION AND BLINDNESS AND CHILDREN'S ENVIRONMENTAL HEALTH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $466,749

Program Service Revenue $0

Investment Income $245

Other Revenue $0

TOTAL REVENUE $466,994

Expense Breakdown

Grants Paid $319,968

Salaries & Benefits $0

Fundraising Expenses $39,816

Program Expenses $475,652

Other Expenses $238,817

TOTAL EXPENSES $558,785

Year-over-Year Comparison

	2023	2022	Change
Revenue	$466,994	$1,176,207	-0.6%
Expenses	$558,785	$1,319,646	-0.6%
Net Income	$-91,791	$-143,439	-0.4%

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
JOHN JONAS	CO-PRESIDENT/SECRETARY	2.00	Officer Director	$0	$0	$0
LENDRI S PURCELL	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL SULLIVAN	TREASURER	3.00	Officer Director	$0	$0	$0
ADAM PURCELL	DIRECTOR	1.00	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
2023	$466,994	$558,785	$45,925	$-91,791
2022	$1,176,207	$1,319,646	$88,623	$-143,439
2021	$1,272,657	$1,277,629	$223,927	$-4,972
2020	$423,862	$769,016	$185,484	$-345,154
2019	$1,233,814	$1,812,886	$463,978	$-579,072
2018	$1,452,499	$1,558,786	$935,839	$-106,287

JONAS PHILANTHROPIES INC