YVONNE PERKINS LEGACY FUND INC % MARK JACOB (EIN 884003737) - 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

2022

Legal Domicile

Principal Officer

JONATHAN GHIO

Phone

3179274450

Tax Period

2023-01-01 to 2023-12-31

YVONNE PERKINS LEGACY FUND INC % MARK JACOB, founded in 2022, is a small nonprofit in the Community Improvement sector that reported $312K in total revenue in fiscal year 2023. The organization ran a surplus of $287K, a strong 92% operating margin.

Mission

THIS ENTITY IS A SUPPORTING ORGANIZATION, AS DESCRIBED IN CODE SECTION 509(A)(3). THE MISSION OF THE ORGANIZATION IS TO PROVIDES ONE-TIME SCHOLARSHIPS. YPLF IS FUNDED BY DONATIONS FROM INDIVIDUALS AND LOCAL CORPORATIONS.

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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 $307,948

Program Service Revenue $0

Investment Income $3,704

Other Revenue $0

TOTAL REVENUE $311,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $24,447

TOTAL EXPENSES $24,447

Year-over-Year Comparison

	2023	2022	Change
Revenue	$311,652	N/A	N/A
Expenses	$24,447	N/A	N/A
Net Income	$287,205	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

N/A

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

$1,152,598

Total Directors

$1,283,371

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JENNIFER BAILEY	TREASURER AND DIRECTOR	Officer Director	$0	$1,848	$180,639
RACHEL DOBA	VICE CHAIR AND DIRECTOR	Officer Director	$0	$0	$0
JONATHAN GHIO	PRESIDENT AND DIRECTOR	Officer Director	$0	$5,414	$480,402
OLIVIA HAWBAKER	DIRECTOR	Director	$0	$890	$130,773
MARK JACOB	SECRETARY AND DIRECTOR	Officer Director	$0	$11,377	$491,557
BENJAMIN REED	DIRECTOR	Director	$0	$0	$0
AMY SMITLEY	DIRECTOR	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	$311,652	$24,447	$296,744	$287,205

YVONNE PERKINS LEGACY FUND INC % MARK JACOB