FIRST IN FAMILY JACKSON HOLE (EIN 922888816) - 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

MARY SPEYER

Phone

3072640127

Tax Period

2024-01-01 to 2024-12-31

FIRST IN FAMILY JACKSON HOLE, founded in 2023, is a small nonprofit in the Education sector that reported $683K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $342K, a strong 50% operating margin.

Mission

FIRST IN FAMILY JACKSON HOLE PROVIDES LOCAL FIRST GENERATION STUDENTS WITH ESSENTIAL ADVISING AND FINANCIAL SUPPORT TO SUCCEED IN COLLEGE AND BEYOND.

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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 $650,515

Program Service Revenue $0

Investment Income $32,579

Other Revenue $0

TOTAL REVENUE $683,094

Expense Breakdown

Grants Paid $122,500

Salaries & Benefits $0

Fundraising Expenses $19,011

Program Expenses $283,917

Other Expenses $210,364

TOTAL EXPENSES $340,913

Year-over-Year Comparison

	2024	2023	Change
Revenue	$683,094	$554,355	+0.2%
Expenses	$340,913	$282,262	+0.2%
Net Income	$342,181	$272,093	+0.3%

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
MARY SPEYER	CHAIR	4.00	Officer Director	$0	$0	$0
ZACH HALL	SECRETARY	4.00	Officer Director	$0	$0	$0
CHASE BENINGA	CFO	4.00	Officer Director	$0	$0	$0
BRUCE TULLY	DIRECTOR	1.00	Director	$0	$0	$0
LAURA YOCKEY	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA HOGAN	DIRECTOR	1.00	Director	$0	$0	$0
KRIS SEBASTIAN	DIRECTOR	1.00	Director	$0	$0	$0
ANN MARIE HALSTED	DIRECTOR	1.00	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	$683,094	$340,913	$1,585,049	$342,181
2023	$554,355	$282,262	$1,177,551	$272,093

FIRST IN FAMILY JACKSON HOLE