THE ISAKSON INITIATIVE INC (EIN 844571347) - 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

2020

Legal Domicile

Principal Officer

STEPHANIE JONES

Phone

7708181493

Tax Period

2023-01-01 to 2023-12-31

THE ISAKSON INITIATIVE INC, founded in 2020, is a micro nonprofit in the Medical Research sector that reported $266 in total revenue in fiscal year 2023. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 549731% operating deficit.

Mission

RAISING AWARENESS AND FUNDING FOR RESEARCH RELATED TO NEUROCOGNITIVE DISEASES INCLUDING: PARKINSON'S, ALZHEIMER'S AND RELATED DEMENTIA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $141

Program Service Revenue $0

Investment Income $125

Other Revenue $0

TOTAL REVENUE $266

Expense Breakdown

Grants Paid $1,400,000

Salaries & Benefits $14,000

Fundraising Expenses $0

Program Expenses $1,400,000

Other Expenses $48,551

TOTAL EXPENSES $1,462,551

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266	$110,145	-1.0%
Expenses	$1,462,551	$229,906	+5.4%
Net Income	$-1,462,285	$-119,761	+11.2%

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
HEATH GARRETT	SECRETARY	N/A	Officer Director	$0	$0	$0
STEPHANIE JONES	PRESIDENT	N/A	Officer Director	$0	$0	$0
TREY KILPATRICK	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
BUCKY KIMSEY	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
EDWARD TATE	VICE PRESIDE	N/A	Officer 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
2023	$266	$1,462,551	$36,011	$-1,462,285
2022	$110,145	$229,906	$1,499,298	$-119,761
2021	$1,140,837	$537,197	$1,622,312	$603,640
2020	$1,089,950	$71,278	$1,018,672	$1,018,672

THE ISAKSON INITIATIVE INC