JAKC FOUNDATION (EIN 852701292) - 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

MEGAN STURGES STANFIELD

Phone

8166081672

Tax Period

2024-07-01 to 2025-06-30

JAKC FOUNDATION, founded in 2020, is a micro nonprofit in the Education sector that reported $44K in total revenue in fiscal year 2024. Net assets of $4.7M represent 1278 months of operating reserves.

Mission

TO SUPPORT THE ACTIVITIES OF JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC.

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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 $0

Program Service Revenue $0

Investment Income $43,884

Other Revenue $0

TOTAL REVENUE $43,884

Expense Breakdown

Grants Paid $43,884

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,884

Other Expenses $0

TOTAL EXPENSES $43,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,884	$43,884	N/A
Expenses	$43,884	$268,884	-0.8%
Net Income	$0	$-225,000	-1.0%

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

$196,495

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN RHODES	PRESIDENT	1.00	Officer Director	$0	$0	$0
LEROY MCCARTY	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFFREY ANDERSON	TREASURER	1.00	Officer Director	$0	$0	$0
KC MATHEWS	DIRECTOR	1.00	Director	$0	$0	$0
VERCIE LARK	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN STURGES STANFIELD	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$16,870	$196,495

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	$43,884	$43,884	$4,674,883	No data
2024	$43,884	$268,884	$4,674,883	$-225,000
2023	$43,884	$43,884	$4,899,883	No data
2022	$43,884	$44,495	$4,899,883	$-611
2021	$37,608	$26,058	$5,086,176	$11,550

JAKC FOUNDATION