ALMA JEAN FOUNDATION (EIN 834160831) - 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

2019

Legal Domicile

Principal Officer

JOY K PETERSON

Tax Period

2024-01-01 to 2024-12-31

ALMA JEAN FOUNDATION, founded in 2019, is a small nonprofit in the Education sector that reported $112K in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum. Expenses of $97K left a modest 14% surplus.

Mission

THE ALMA JEAN FOUNDATION'S MISSION IS TO ADDRESS, EDUCATE, COORDINATE, AND PROVIDE RESOURCES TO PROMOTE THE IMPORTANCE OF ACADEMICS, LEADERSHIP, MENTORSHIP, AND ATHLETICS ON A LOCAL AND STATEWIDE LEVEL.

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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 $112,414

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $112,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $242

Program Expenses $94,541

Other Expenses $97,218

TOTAL EXPENSES $97,218

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,414	$60,350	+0.9%
Expenses	$97,218	$70,714	+0.4%
Net Income	$15,196	$-10,364	-2.5%

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

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
NALANI KAY	VICE-PRESIDE	N/A	Officer	$0	$0	$0
CAMERON-TIARE PETERSON	SECRETARY	N/A	Officer	$0	$0	$0
JOY K PETERSON	PRESIDENT	N/A	Officer	$0	$0	$0
RICKY TAKEMOTO	TREASURER	N/A	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	$112,414	$97,218	$99,594	$15,196
2023	$60,350	$70,714	$82,013	$-10,364
2022	$11,680	$22,845	$104,820	$-11,165
2021	$28,884	$60,249	$115,903	$-31,365
2020	$127,595	$27,495	$127,137	$100,100

ALMA JEAN FOUNDATION