FRANKE TOBEY JONES

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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. AS A NON-PROFIT ORGANIZATION WE PROVIDE SENIOR RESIDENTIAL SERVICES, A SUPPORTIVE CONTINUUM OF CARE, AND INNOVATIVE COMMUNITY OUTREACH. (SEE LISTING OF FTJ'S CORE VALUES ON SCHEDULE O)

Program Service Accomplishments

Program 1

Expenses: $17,624,558 Revenue: $20,674,378

IN EXISTENCE FOR ALMOST 100 YEARS, FRANKE TOBEY JONES OFFERS A FULL SPECTRUM OF QUALITY HOUSING, SERVICES AND PROGRAMS, INCLUDING SKILLED NURSING CARE. AS A CONTINUING CARE RETIREMENT COMMUNITY...

IN EXISTENCE FOR ALMOST 100 YEARS, FRANKE TOBEY JONES OFFERS A FULL SPECTRUM OF QUALITY HOUSING, SERVICES AND PROGRAMS, INCLUDING SKILLED NURSING CARE. AS A CONTINUING CARE RETIREMENT COMMUNITY (CCRC), FTJ SERVES AS MANY AS 330 SENIORS AND EMPLOYS A STAFF OF APPROXIMATELY 170. SITUATED ON TWENTY ACRES OF BEAUTIFULLY LANDSCAPED GROUNDS, FTJ OFFERS A COMPLETE RANGE OF LIVING ACCOMMODATIONS FOR SENIORS WITH VARYING NEEDS SUCH AS DUPLEX OR APARTMENT LIVING TYPE UNITS FOR INDEPENDENT RETIREES; ASSISTED LIVING AND MEMORY SUPPORT FOR THOSE WHO NEED EXTRA CARE AND SERVICES IN THEIR APARTMENTS; AND RESIDENTS REQUIRING SKILLED NURSING ARE PROVIDED 24-HOUR CARE BY A STAFF OF MEDICAL PROFESSIONALS. FTJ ALSO OFFERS AN ARRAY OF COMMUNITY PROGRAMS, ARTS AND CULTURAL EVENTS, AS WELL AS NUMEROUS EDUCATIONAL AND SOCIAL ACTIVITIES.

Program 2

Expenses: $310,266

FRANKE TOBEY JONES IS COMMITTED TO MAINTAINING AS RESIDENTS THOSE WHO HAVE BEEN ADMITTED TO FTJ BUT WHO SUBSEQUENTLY BECOME UNABLE TO PAY. WITH THAT GOAL IN MIND, THE CHARITABLE SUBSIDY PROGRAM WAS INSTITUTED TO PROVIDE FOR THE HOUSING AND CARE OF THOSE RESIDENTS WHO BECOME UNABLE TO MEET ALL OF THEIR FINANCIAL OBLIGATIONS TO FTJ FOR THEIR RESIDENCY AND CARE. THE PROGRAM ENABLES THESE RESIDENTS THE ABILITY TO STAY IN THEIR HOMES AND CONTINUE TO ENJOY THE QUALITY OF LIFE THEY HAVE COME TO KNOW. IN THE LAST 15 YEARS ALONE, FTJ HAS PROVIDED MORE THAN $4.4 MILLION FOR SUBSIDY RECIPIENTS. THE NUMBER OF THOSE ON THE PROGRAM HAS VARIED WITH AS MANY AS NINE RESIDENTS IN A GIVEN YEAR.

Program 3

Expenses: $396,216 Revenue: $28,695

THE SENIOR WELLNESS PROGRAM ASSISTS SENIORS 55 AND OLDER IN KEEPING HEALTHY AND ACTIVE. THE PROGRAM OFFERS A HOLISTIC, PREVENTATIVE WELLNESS PROGRAM THAT IMPROVES QUALITY OF LIFE TO OVER 750...

THE SENIOR WELLNESS PROGRAM ASSISTS SENIORS 55 AND OLDER IN KEEPING HEALTHY AND ACTIVE. THE PROGRAM OFFERS A HOLISTIC, PREVENTATIVE WELLNESS PROGRAM THAT IMPROVES QUALITY OF LIFE TO OVER 750 INDIVIDUALS, BOTH RESIDENTS AND THE COMMUNITY. THE WELLNESS CENTER AT FTJ HOUSES A FULLY EQUIPPED WORKOUT ROOM WITH CERTIFIED INSTRUCTORS AND A PERSONAL TRAINER. THE CENTER ALSO HOSTS THE ANNUAL SENIOR WELLNESS WALK & HEALTH FAIR. NOT ONLY FOR RESIDENTS, STAFF AND THE COMMUNITY, LOCAL VENDORS ARE ALSO INVITED TO PARTICIPATE, OFFERING PRODUCTS AND SERVICES TO PROMOTE THE HEALTH & WELL-BEING OF THOSE PARTICIPATING.

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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