FRANKE TOBEY JONES (EIN 910575957) - 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

1924

Legal Domicile

Principal Officer

JUDY DUNN

Phone

2537526621

Tax Period

2024-01-01 to 2024-12-31

FRANKE TOBEY JONES, founded in 1924, is a mid-sized nonprofit in the Human Services sector that reported $21.6M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO ENRICH AND EXTEND THE QUALITY OF LIFE FOR SENIORS IN OUR COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $534,685

Program Service Revenue $20,718,662

Investment Income $360,542

Other Revenue $0

TOTAL REVENUE $21,613,889

Expense Breakdown

Grants Paid $310,266

Salaries & Benefits $10,692,045

Fundraising Expenses $167,673

Program Expenses $18,560,971

Other Expenses $11,127,832

TOTAL EXPENSES $22,130,143

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,613,889	$19,385,335	+0.1%
Expenses	$22,130,143	$20,793,632	+0.1%
Net Income	$-516,254	$-1,408,297	-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

250

Volunteers

157

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

$279,511

Total Directors

$279,511

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCIE LAZZARI	CHAIR	1.00	Officer Director	$0	$0	$0
GREGORY UNRUH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BZ ZENCZAK	TREASURER	1.00	Officer Director	$0	$0	$0
PATRICIA MAIL	SECRETARY/RESIDENT	1.00	Officer Director	$0	$0	$0
KAITLIN BUTNER	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE GRIFFIN	DIRECTOR/RESIDENT	1.00	Director	$0	$0	$0
JAMES HUSHAGEN	DIRECTOR/RESIDENT	1.00	Director	$0	$0	$0
JANET KRUZEL	DIRECTOR	1.00	Director	$0	$0	$0
MEG NUNNALLY	DIRECTOR	1.00	Director	$0	$0	$0
JAMES PLOURDE	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
KATHY TROTTER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY WATTS	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH DUNN	PRESIDENT/CEO	40.00	Officer Director	$258,005	$21,506	$279,511
ROBERT BECKHAM	COO	40.00	Highest	$171,247	$15,140	$186,387
SHELIA MCDONOUGH	DIRECTOR OF CLINICAL SERVICES	40.00	Highest	$143,274	$25,853	$169,127
TYLER ROGERS	LPN	46.00	Highest	$117,350	$1,749	$119,099
KARINA BERNAL	CNA	61.00	Highest	$118,408	$13,058	$131,466
VIVIENNE ROGERS	RESIDENT CARE SUPERVISOR - MC	40.00	Highest	$114,035	$20,438	$134,473

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	$21,613,889	$22,130,143	$53,368,848	$-516,254
2023	$19,385,335	$20,793,632	$53,247,979	$-1,408,297
2022	$18,172,312	$20,177,121	$55,100,583	$-2,004,809
2021	$17,938,085	$17,347,801	$60,655,321	$590,284
2020	$14,912,537	$17,572,117	$61,057,906	$-2,659,580
2019	$13,604,056	$13,895,797	$61,979,586	$-291,741
2018	$10,833,092	$11,933,765	$41,907,503	$-1,100,673
2018	$10,833,092	$11,933,765	$41,907,503	$-1,100,673

FRANKE TOBEY JONES