JOE'S WISH

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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

KATHERINE BLANCHARD WHITT

Phone

8037917100

Tax Period

2023-01-01 to 2023-12-31

JOE'S WISH, founded in 2022, is a small nonprofit in the Human Services sector that reported $427K in total revenue in fiscal year 2023. The organization ran a surplus of $263K, a strong 62% operating margin.

Mission

TO PROVIDE EMERGENCY RELIEF FUNDS FOR EMPLOYEES OF BLANCHARD MACHINERY COMPANY, TO SUPPORT LOCAL SC CHARITIES THAT ASSIST PEOPLE IN NEED OF FOOD OR SHELTER, AND TO PROVIDE MERIT-BASED SCHOLARSHIPS TO THE CHILDREN OF BLANCHARD MACHINERY COMPANY EMPLOYEES WHO MEET ELIGIBILITY AND SELECTION CRITERIA.

Program Service Accomplishments

Program 1

Expenses: $163,898 Revenue: $0

JOE'S WISH PROVIDES ASSISTANCE TO CURRENT AND FUTURE QUALIFYING EMPLOYEES OF BLANCHARD MACHINERY, AND THEIR FAMILIES, IN TIMES OF FINANCIAL HARDSHIP OR EMERGENCY SITUATIONS. DURING 2023, JOE'S WISH...

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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 $427,200

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $427,200

Expense Breakdown

Grants Paid $161,492

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $163,898

Other Expenses $2,406

TOTAL EXPENSES $163,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$427,200	N/A	N/A
Expenses	$163,898	N/A	N/A
Net Income	$263,302	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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE BLANCHARD WHITTLE	PRESIDENT	30.00	Officer Director	$0	$0	$0
JASSEN VOLK	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DALYS JOHNSON	TREASURER/SECRETARY	5.00	Officer 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	$427,200	$163,898	$263,302	$263,302