JOE FOSS INSTITUTE (EIN 861026421) - 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

2001

Legal Domicile

Principal Officer

KARRIN TAYLOR

Phone

4803480316

Tax Period

2019-01-01 to 2019-11-30

JOE FOSS INSTITUTE, founded in 2001, is a small nonprofit that reported $151K in total revenue in fiscal year 2019. Expenses of $1.1M exceeded revenue, resulting in a 622% operating deficit.

Mission

THE MISSION OF THE JOE FOSS INSTITUTE IS TO TEACH YOUNG AMERICANS RESPONSIBLE CITIZENSHIP AND PREPARE THEM FOR CIVIC ENGAGEMENT.

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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 (2019)

Revenue Breakdown

Contributions & Grants $3,869

Program Service Revenue $0

Investment Income $136,173

Other Revenue $10,503

TOTAL REVENUE $150,545

Expense Breakdown

Grants Paid $354,551

Salaries & Benefits $324,250

Fundraising Expenses $18,733

Program Expenses $935,805

Other Expenses $408,726

TOTAL EXPENSES $1,087,527

Year-over-Year Comparison

	2019	2018	Change
Revenue	$150,545	$146,641	+0.0%
Expenses	$1,087,527	$731,350	+0.5%
Net Income	$-936,982	$-584,709	+0.6%

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

Volunteers

272

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

$176,540

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUCIAN SPATARO	DIRECTOR	40.00	Director	$168,540	$8,000	$176,540
JOHN CHRISTIAN	DIRECTOR/TRE	2.00	Officer Director	$0	$0	$0
CONRAD A CONRAD	DIRECTOR	1.00	Director	$0	$0	$0
DONNA FOSS	CHAIRMAN EME	2.00	Officer Director	$0	$0	$0
SANDY FROMAN	DIRECTOR	1.00	Director	$0	$0	$0
H DEAN HALL	DIRECTOR	1.00	Director	$0	$0	$0
STAN MCLAUGHLIN JR	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LEACH	DIRECTOR	1.00	Director	$0	$0	$0
KARRIN TAYLOR	DIRECTOR/CHA	2.00	Officer Director	$0	$0	$0
ROBERT TURPIN	DIRECTOR/SEC	1.00	Officer Director	$0	$0	$0
BRIAN WILDER	VICE CHAIRMA	2.00	Officer Director	$0	$0	$0
GREGORY A WYMAN	DIRECTOR	1.00	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
2019	$150,545	$1,087,527	No data	$-936,982
2018	$146,641	$731,350	$1,816,572	$-584,709

JOE FOSS INSTITUTE