JEWELL SCHOOL

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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

MAY JEWELL

Phone

4808051400

Tax Period

2022-07-01 to 2023-06-30

JEWELL SCHOOL, founded in 2021, is a small nonprofit in the Education sector that reported $359K in total revenue in fiscal year 2022. Expenses of $336K left a modest 6% surplus.

Mission

TO PROVIDE PROJECT-BASED LEARNING WITH A CONSERVATIVE FOUNDATION THAT IS AFFORDABLE. THE SCHOOL'S EDUCATIONAL PHILOSOPHY IS IN ORDER TO EDUCATE, WE EXPLORE AND INNOVATE. THROUGH AGRICULTURE, BUSINESS, AND TECHNOLOGY WE WORK TO DELIVER MEANINGFUL EDUCATION THROUGH REAL LIFE EXPERIENCES. THE SCHOOL BELIEVES THE PURSUIT OF ACADEMIC EXCELLENCE IS ENHANCED BY COMBINING TRADITIONAL CHRISTIAN HOMESCHOOLING, PROJECT-BASED LEARNING, REAL WORLD EXPERIENCES, PLACING THE WHOLE CHILD AT THE FOREFRONT OF EDUCATION, COMMUNING WITH NATURE, AND INCLDUING BOTH THE FAMILY AND THE COMMUNITY IN THE STUDENTS' EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $269,601 Revenue: $349,672

EDUCATION

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,372

Program Service Revenue $349,672

Investment Income $0

Other Revenue $3,597

TOTAL REVENUE $358,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $160,117

Fundraising Expenses $0

Program Expenses $269,601

Other Expenses $176,005

TOTAL EXPENSES $336,122

Year-over-Year Comparison

	2022	2021	Change
Revenue	$358,641	N/A	N/A
Expenses	$336,122	N/A	N/A
Net Income	$22,519	N/A	N/A

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

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

$35,750

Total Directors