JUBILEE TRADING COMPANY (EIN 921544933) - 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

2023

Legal Domicile

Principal Officer

RICHARD BRUCE

Tax Period

2023-01-01 to 2023-12-31

JUBILEE TRADING COMPANY, founded in 2023, is a small nonprofit in the Arts, Culture & Humanities sector that reported $266K in total revenue in fiscal year 2023. The organization ran a surplus of $53K, a strong 20% operating margin.

Mission

TO FOSTER HOPE AND RESILIENCE BY CREATING OPPORTUNITY AND EMPOWERMENT THROUGH DIGNIFIED, SUSTAINABLE WORK BOTH GLOBALLY AND LOCALLY. WE WILL BE ASSISTING ARTISANS LOCALLY AND IN OTHER COUNTRIES WITH MARKETING AND SHIPPING THEIR PRODUCTS

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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 $93,972

Program Service Revenue $0

Investment Income $0

Other Revenue $172,047

TOTAL REVENUE $266,019

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,126

Fundraising Expenses $0

Program Expenses $213,414

Other Expenses $159,288

TOTAL EXPENSES $213,414

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266,019	N/A	N/A
Expenses	$213,414	N/A	N/A
Net Income	$52,605	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

Volunteers

N/A

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
JENNY NUCCIO	BOARD MEMBER	1.00	Director	$0	$0	$0
TREA DUNNAVANT	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE DIXON	BOARD MEMBER	1.00	Director	$0	$0	$0
KELSEY GLASS	TREASURER	1.00	Officer	$0	$0	$0
RICHARD BRUCE	PRESIDENT	1.00	Officer	$0	$0	$0
SARAH WARSTLER	SECRETARY	1.00	Officer	$0	$0	$0
CHARLIE EDWARDS	VICE-PRESIDENT	1.00	Officer	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$266,019	$213,414	$68,906	$52,605

JUBILEE TRADING COMPANY