THE JIM SAUNDERS FUND

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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

2021

Legal Domicile

Principal Officer

JENNIFER SILLS

Phone

8089301302

Tax Period

2023-01-01 to 2023-12-31

THE JIM SAUNDERS FUND, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $618K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $308K, a strong 50% operating margin.

Mission

PROVIDING FOR EDUCATIONAL SCHOLARSHIPS AND GRANTS TO INDIVIDUALS WITH THE GOAL OF ASSISTING THEM TO CONTINUALLY SEEK KNOWLEDGE. ADDITIONALLY, TO PROVIDE GRANTS TO INDIVIDUALS WHO HAVE EXPERIENCED A CATASTROPHIC EVENT OR AN EMERGENCY HARDSHIP AND AS A RESULT NEED FINANCIAL ASSISTANCE.

Program Service Accomplishments

Program 1

Expenses: $309,786

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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 $618,090

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $618,090

Expense Breakdown

Grants Paid $305,095

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $309,786

Other Expenses $4,691

TOTAL EXPENSES $309,786

Year-over-Year Comparison

	2023	2022	Change
Revenue	$618,090	$503,875	+0.2%
Expenses	$309,786	$318,747	0.0%
Net Income	$308,304	$185,128	+0.7%

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
JAMES MCINTOSH	PRESIDENT, DIRECTOR	1.00	Officer Director	$0	$0	$0
DAN ROSE	SECRETARY, DIRECTOR	1.00	Officer Director	$0	$0	$0
JENNIFER SILLS	TREASURER, DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$618,090	$309,786	$1,159,663	$308,304
2022	$503,875	$318,747	$851,359	$185,128
2021	$697,450	$341,822	$666,231	$355,628