JLL CMG FOUNDATION

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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

Phone

3122282882

Tax Period

2023-01-01 to 2023-12-31

JLL CMG FOUNDATION, founded in 2017, is a small nonprofit in the Human Services sector that reported $244K in total revenue in fiscal year 2023. Revenue surged 249% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 26% operating margin.

Mission

The Trust was created to carry out relief efforts to individuals and their families from natural disasters or similar hardships.

Program Service Accomplishments

Program 1

Expenses: $182,000 Revenue: $0

The program services include carrying out relief efforts to individuals from natural disasters and hardships.

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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 $244,410

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $244,410

Expense Breakdown

Grants Paid $182,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $182,000

Other Expenses $0

TOTAL EXPENSES $182,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$244,410	$70,050	+2.5%
Expenses	$182,000	$73,045	+1.5%
Net Income	$62,410	$-2,995	-21.8%

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

N/A

Independent Members

N/A

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
Ryan McDaniel	Director	5.00	Director	$0	$0	$0
Scott Galloway	Director	5.00	Officer Director	$0	$0	$0
Janice Dell	Director	5.00	Officer Director	$0	$0	$0
Melony Jones	Director	5.00	Director	$0	$0	$0
Katie McNaughton	Director	5.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$244,410	$182,000	$469,006	$62,410
2022	$70,050	$73,045	$406,596	$-2,995
2021	$43,900	$17,012	$409,591	$26,888
2020	$49,525	$21,900	$382,703	$27,625
2018	$408,608	$177,181	$330,329	$231,427