Jae Foundation Inc (EIN 832487191) - 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

Jason Vickrey President

Phone

2088252668

Tax Period

2024-01-01 to 2024-12-31

Jae Foundation Inc, founded in 2018, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.3M in total revenue in fiscal year 2024. The organization ran a surplus of $1.0M, a strong 31% operating margin.

Mission

We strive to create hope and a future by taking a transformational approach to mental health awareness, suicide prevention and providing healing for those who have lost loved ones.

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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 $3,321,263

Program Service Revenue $143,640

Investment Income $16,204

Other Revenue $-144,478

TOTAL REVENUE $3,336,629

Expense Breakdown

Grants Paid $0

Salaries & Benefits $482,142

Fundraising Expenses $158,701

Program Expenses $2,024,975

Other Expenses $1,826,054

TOTAL EXPENSES $2,308,196

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,336,629	$3,306,413	+0.0%
Expenses	$2,308,196	$2,405,157	0.0%
Net Income	$1,028,433	$901,256	+0.1%

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
Jamie Shetler	Executive Director	50.00	Highest	$112,917	$0	$112,917
Evan Roth	Member	0.50	Director	$0	$0	$0
Jason Vickrey	President	10.00	Officer	$0	$0	$0
Mandi Riddle	Vice President	0.50	Officer	$0	$0	$0
Nicole Gabiola	Secretary	0.50	Officer	$0	$0	$0
Pete Jones	Treasurer	0.50	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	$3,336,629	$2,308,196	$5,630,374	$1,028,433
2023	$3,306,413	$2,405,157	$4,231,500	$901,256
2022	$1,852,253	$924,235	$3,348,136	$928,018

Jae Foundation Inc