JACKSON LEWIS FOUNDATION (EIN 823927110) - 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

ANDREW CHARWAT

Phone

9142597897

Tax Period

2023-01-01 to 2023-12-31

JACKSON LEWIS FOUNDATION, founded in 2017, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.3M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO SUPPORT CHARITABLE ORGANIZATIONS AND ACTIVITIES.

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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 $1,101,536

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,101,536

Expense Breakdown

Grants Paid $1,245,230

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,270,106

Other Expenses $25,353

TOTAL EXPENSES $1,270,583

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,101,536	$955,203	+0.2%
Expenses	$1,270,583	$1,180,133	+0.1%
Net Income	$-169,047	$-224,930	-0.2%

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
Christopher Valentino	Vice President	1.0	Officer Director	$0	$0	$0
Felice Ekelman	President	1.0	Officer Director	$0	$0	$0
Samantha Hoffman	Secretary	1.0	Officer Director	$0	$0	$0
Gregory Alvarez	Vice President	1.0	Officer Director	$0	$0	$0
Andrew Charwat	Treasurer	1.0	Officer	$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	$1,101,536	$1,270,583	$562,344	$-169,047
2022	$955,203	$1,180,133	$731,391	$-224,930
2021	$1,290,902	$934,312	$956,321	$356,590
2020	$1,402,429	$941,440	$599,731	$460,989
2019	$506,842	$368,100	$138,742	$138,742

JACKSON LEWIS FOUNDATION