YVONNE PERKINS LEGACY FUND INC % MARK JACOB

EIN: 884003737 501(c)(3) Community Improvement

INDIANAPOLIS, IN

Total Revenue
$311,652
Total Expenses
$24,447
Total Assets
$296,744
Net Assets
$287,656
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
IN
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

THE ENTITY IS A SUPPORTING ORGANIZATION, AS DESCRIBED IN CODE SECTION 509(A)(3). ITS PURPOSE IS TO BREAK DOWN BARRIERS AND OPEN DOORS TO COLLEGE DEGREES, TECHNICAL TRAINING, APPRENTICESHIPS, AND/OR EMPLOYMENT WITH CITIZENS ENERGY GROUP OR AFFILIATED PARTNERS, THUS DEVELOPING A PIPELINE OF TALENT FROM THE COMMUNITY TO THE INDIANA WORKFORCE. SCHOLARSHIP FUNDS ARE RAISED THROUGH YPLF'S ANNUAL GOLF OUTING AND OTHER FUNDRAISING ACTIVITIES.

Program Service Accomplishments

Program 1

THE MISSION OF THE YVONNE PERKINS LEGACY FUND IS TO BREAK DOWN BARRIERS AND OPEN DOORS TO COLLEGE DEGREES, TECHNICAL TRAINING, APPRENTICESHIPS, AND/OR EMPLOYMENT WITH CITIZENS ENERGY GROUP OR...

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THE MISSION OF THE YVONNE PERKINS LEGACY FUND IS TO BREAK DOWN BARRIERS AND OPEN DOORS TO COLLEGE DEGREES, TECHNICAL TRAINING, APPRENTICESHIPS, AND/OR EMPLOYMENT WITH CITIZENS ENERGY GROUP OR AFFILIATED PARTNERS, THUS DEVELOPING A PIPELINE OF TALENT FROM THE COMMUNITY TO THE INDIANA WORKFORCE. SCHOLARSHIP FUNDS ARE RAISED THROUGH YPLF'S ANNUAL GOLF OUTING AND OTHER FUNDRAISING ACTIVITIES.

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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%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
N/A
Employees
N/A
Volunteers
7

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
4
$1,152,598
Total Directors
7
$1,283,371
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JENNIFER BAILEY TREASURER AND DIRECTOR 0.00
Officer Director
$0 $1,848 $180,639
RACHEL DOBA VICE CHAIR AND DIRECTOR 0.00
Officer Director
$0 $0 $0
JONATHAN GHIO PRESIDENT AND DIRECTOR 0.00
Officer Director
$0 $5,414 $480,402
OLIVIA HAWBAKER DIRECTOR 0.00
Director
$0 $890 $130,773
MARK JACOB SECRETARY AND DIRECTOR 0.00
Officer Director
$0 $11,377 $491,557
BENJAMIN REED DIRECTOR 0.00
Director
$0 $0 $0
AMY SMITLEY DIRECTOR 0.00
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
2024 No data No data No data No data
2023 $311,652 $24,447 $296,744 $287,205
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