EDWARD JONES DISASTER RELIEF FUND (EIN 822792510) - 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

LAURA ELLENHORN

Phone

3145152000

Tax Period

2024-01-01 to 2024-12-31

EDWARD JONES DISASTER RELIEF FUND, founded in 2017, is a small nonprofit in the Public Safety sector that reported $632K in total revenue in fiscal year 2024. Revenue surged 101% from the prior year, signaling strong growth momentum. The organization ran a surplus of $571K, a strong 90% operating margin.

Mission

THE EDWARD JONES DISASTER RELIEF FUND (THE "FUND") PROVIDES FINANCIAL GRANTS TO EMPLOYEES AND PARTNERS ("ASSOCIATES") OF THE JONES FINANCIAL COMPANIES, L.L.L.P. AND ITS DIRECT AND INDIRECT AFFILIATES ("EDWARD JONES") WHO HAVE SUFFERED A SUBSTANTIAL ECONOMIC LOSS AS A RESULT OF A "QUALIFED DISASTER," AS DEFINED IN SECTION 139 OF THE CODE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $623,611

Program Service Revenue $0

Investment Income $8,533

Other Revenue $0

TOTAL REVENUE $632,144

Expense Breakdown

Grants Paid $28,414

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,414

Other Expenses $32,346

TOTAL EXPENSES $60,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$632,144	$314,783	+1.0%
Expenses	$60,760	$266,157	-0.8%
Net Income	$571,384	$48,626	+10.8%

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

N/A

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
SUZAN L MCDANIEL	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
LAURA ELLENHORN	DIRECTOR & PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES E CROWE III	DIRECTOR & SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN D BUCKLEY	DIRECTOR & TREASURER	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
2024	$632,144	$60,760	$695,727	$571,384
2023	$314,783	$266,157	$124,343	$48,626
2022	$136,375	$209,090	$75,717	$-72,715
2021	$132,962	$359,505	$141,564	$-226,543
2020	$989,532	$630,319	$360,295	$359,213
2019	$53,795	$63,510	$1,082	$-9,715
2018	$367,433	$415,922	$53,688	$-48,489

EDWARD JONES DISASTER RELIEF FUND