James Experience Foundation (EIN 824670194) - 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

2018

Legal Domicile

Principal Officer

Rodney James

Phone

9727845608

Tax Period

2025-01-01 to 2025-12-31

James Experience Foundation, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $267K in total revenue in fiscal year 2025. Revenue surged 293% from the prior year, signaling strong growth momentum. The organization ran a surplus of $208K, a strong 78% operating margin.

Mission

We do good for people in the communities we serve

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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 (2025)

Revenue Breakdown

Contributions & Grants $263,259

Program Service Revenue $0

Investment Income $3,984

Other Revenue $0

TOTAL REVENUE $267,243

Expense Breakdown

Grants Paid $59,511

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,511

Other Expenses $180

TOTAL EXPENSES $59,691

Year-over-Year Comparison

	2025	2024	Change
Revenue	$267,243	$67,943	+2.9%
Expenses	$59,691	$31,811	+0.9%
Net Income	$207,552	$36,132	+4.7%

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	Role	Reportable Comp	Other Comp	Total
MELISSA JAMES	Director	Director	$0	$0	$0
RODNEY JAMES	Director	Director	$0	$0	$0
JIM BONEAU	Director	Director	$0	$0	$0
ERIC MOWERY	Director	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	$267,243	$59,691	$286,634	$207,552
2024	$67,943	$31,811	$79,083	$36,132
2023	$53,747	$27,176	$42,952	$26,571
2022	$113,064	$107,977	$16,382	$5,087
2021	$127,403	$116,431	$11,294	$10,972
2020	$99,482	$99,555	$323	$-73
2019	$79,990	$80,199	$396	$-209

James Experience Foundation