JAMES Inc

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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

2007

Legal Domicile

Principal Officer

Alisa Bell

Phone

9184023547

Tax Period

2025-01-01 to 2025-12-31

JAMES Inc, founded in 2007, is a small nonprofit in the Education sector that reported $245K in total revenue in fiscal year 2025. Expenses of $231K left a modest 6% surplus.

Mission

The Organizati0n is not-for-profit organization based in Owasso, OK. Its purpose is to encourage and support higher education aspirations among expecting and parenting adolescents

Program Service Accomplishments

Program 1

Expenses: $49,284

The Young Parent Advisory board allows our clients to provide input into strategic planning and leadership development of our programs. 10 participants

Program 2

Expenses: $15,260

The Parent Academy program administers life coaching training, scholarship programs and case management activities for clients. 75 participants

Program 3

Expenses: $14,951

The Life Coaching program helps individual and families develop skills that allow them to take actions to improve the areas of life that they wish to make better. 30 participants

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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 $244,916

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $244,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,372

Fundraising Expenses $28,799

Program Expenses $80,878

Other Expenses $147,866

TOTAL EXPENSES $231,037

Year-over-Year Comparison

	2025	2024	Change
Revenue	$244,916	N/A	N/A
Expenses	$231,037	N/A	N/A
Net Income	$13,879	N/A	N/A

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

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 Berkson	Board Member	1.00	Director	$0	$0	$0
Runako Whittaker	Board Member	1.00	Director	$0	$0	$0
Alisa Bell	Executive Director	50.00	Officer Key Emp	$0	$0	$0
Shameeka Wyatt	President	1.00	Officer	$0	$0	$0
Marie Williams	President Elect	1.00	Officer	$0	$0	$0
Lisa Milton	Treasurer	1.00	Officer	$0	$0	$0
Sherry Jackson	Secretary	1.00	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
2025	$244,916	$231,037	$189,988	$13,879
2024	$248,764	$181,710	$176,109	$67,054