JINGLED ELVES 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

2020

Legal Domicile

Principal Officer

LINDA TATE SIMS

Phone

2394316524

Tax Period

2024-07-01 to 2025-06-30

JINGLED ELVES INC, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $332K in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. Expenses of $296K left a modest 11% surplus.

Mission

Provide funds to charities focused on improving the lives of women and children in Collier County, Florida through our annual trolley tour, sponsorships and private donations.

Program Service Accomplishments

Program 1

Expenses: $296,029 Revenue: $382,400

TO PROVIDE GRANTS TO VARIOUS ORGANIZATIONS WHO WILL USE THE FUNDING TO COMPLETE SPECIFIC REQUIREMENTS DESIGNATED BY THE GRANT PURSUANT TO THE ORGANIZATION'S MISSION.

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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 $379,558

Program Service Revenue $0

Investment Income $2,842

Other Revenue $-50,486

TOTAL REVENUE $331,914

Expense Breakdown

Grants Paid $282,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $296,029

Other Expenses $14,029

TOTAL EXPENSES $296,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$331,914	$198,628	+0.7%
Expenses	$296,029	$188,031	+0.6%
Net Income	$35,885	$10,597	+2.4%

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
DONNA ISSENMANN	President	18.00	Director	$0	$0	$0
LINDA TATE SIMS	Treasurer	10.00	Director	$0	$0	$0
LAURA DONOVAN	COO	5.00	Director	$0	$0	$0
MAUREEN BECKWITH	Secretary	1.00	Director	$0	$0	$0
JEANNE JONES	Board Member	3.00	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
2025	$331,914	$296,029	$61,516	$35,885
2024	$198,628	$188,031	$48,952	$10,597