JERRY L COX FOUNDATION TRUST

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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

2016

Legal Domicile

Principal Officer

Kent E Reeves

Phone

6188424954

Tax Period

2021-01-01 to 2021-12-31

JERRY L COX FOUNDATION TRUST, founded in 2016, is a small nonprofit in the Education sector that reported $102K in total revenue in fiscal year 2021.

Mission

PROVIDE SCHOLARSHIPS TO SECOND YEAR NURSING STUDENTS AT FRONTIER COMMUNITY COLLEGE AND SCHOLARSHIPS TOWARDS A BACHELORS DEGREE IN NURSING AT THREE AREA UNIVERSITIES.

Program Service Accomplishments

Program 1

Expenses: $104,016 Revenue: $102,045

THE JERRY L. COX FOUNDATION TRUST AWARDS SCHOLARSHIPS TO TWO ORGANIZATIONS, FRONTIER COMMUNITY COLLEGE FOUNDATION AND FAIRFIELD MEMORIAL HOSPITAL ASSOCIATION.

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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 (2021)

Revenue Breakdown

Contributions & Grants $102,045

Program Service Revenue $0

Investment Income $15

Other Revenue $0

TOTAL REVENUE $102,060

Expense Breakdown

Grants Paid $104,016

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,016

Other Expenses $150

TOTAL EXPENSES $104,166

Year-over-Year Comparison

	2021	2020	Change
Revenue	$102,060	$107,077	0.0%
Expenses	$104,166	$102,052	+0.0%
Net Income	$-2,106	$5,025	-1.4%

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
KENT E REEVES	TRUSTEE	3.00	Director	$0	$0	$0
MELISSE MARKS	ADVISOR	0.00	Director	$0	$0	$0
BRIAN CURTNER	ADVISOR	0.00	Director	$0	$0	$0
ELIZABETH STRANGE	ADVISOR	0.00	Director	$0	$0	$0
JERRY HILL	ADVISOR	0.00	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
2021	$102,060	$104,166	$5,016	$-2,106