THERESA SONDRA JACOBS FOUNDATION (EIN 823663165) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

HOWARD ERIC JACOBS

Phone

7037167777

Tax Period

2023-01-01 to 2023-12-31

THERESA SONDRA JACOBS FOUNDATION, founded in 2017, is a small nonprofit in the Youth Development sector that reported $179K in total revenue in fiscal year 2018. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $140K, a strong 78% operating margin.

Mission

provide mobile entertainment starwars experience for children suffering from serious illnesses or having disabilities. Development of a mobile classroom.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $769,358

Program Service Revenue $0

Investment Income $0

Other Revenue $5,645

TOTAL REVENUE $775,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $80

Other Expenses $397,236

TOTAL EXPENSES $397,236

Year-over-Year Comparison

	2023	2022	Change
Revenue	$775,003	$516,066	+0.5%
Expenses	$397,236	$147,805	+1.7%
Net Income	$377,767	$368,261	+0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOWARD ERIC JACOBS	EXECUTIVE DIRECTOR	12	Director	$0	$0	$0
RUBA JACOBS	DIRECTOR	5	Officer Director	$0	$0	$0
DIMA AGHA	DIRECTOR	5	Officer Director	$0	$0	$0
MARIAM AGHA	DIRECTOR	2	Director	$0	$0	$0
TAHRA ABDUL HADI	DIRECTOR	2	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	No data	No data	No data	No data
2023	$775,003	$397,236	$1,684,860	$377,767
2022	$516,066	$147,805	$1,304,316	$368,261
2021	$377,350	$142,790	$882,525	$234,560
2020	$351,638	$155,623	$712,228	$196,015
2019	$239,545	$78,596	$510,677	$160,949
2018	$178,567	$38,853	$342,196	$139,714

THERESA SONDRA JACOBS FOUNDATION