THE JOERIS CHARITABLE FOUNDATION

EIN: 933545387 501(c)(3) Philanthropy & Grantmaking

SAN ANTONIO, TX

Total Revenue
$210,459
Total Expenses
$131,225
Total Assets
$94,459
Net Assets
$79,234
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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
TX
Principal Officer
GARY L JOERIS
Phone
2104941638
Tax Period
2024-01-01 to 2024-12-31

THE JOERIS CHARITABLE FOUNDATION, founded in 2023, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $210K in total revenue in fiscal year 2024. The organization ran a surplus of $79K, a strong 38% operating margin.

Mission

DRAWING INSPIRATION FROM LEO JOERIS' PHILANTHROPIC SPIRIT, THE FOUNDATION AIMS TO NURTURE SUSTAINABLE GROWTH IN INDIVIDUALS AND COMMUNITIES. IN FURTHERANCE OF SUCH PURPOSES, THE FOUNDATION WILL MAKE GRANTS TO CHARITABLE ORGANIZATIONS AND INDIVIDUALS IN TEXAS AND THROUGHOUT THE U.S.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $229,632
Program Service Revenue $0
Investment Income $0
Other Revenue $-19,173
TOTAL REVENUE $210,459

Expense Breakdown

Grants Paid $116,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $116,000
Other Expenses $15,225
TOTAL EXPENSES $131,225

Year-over-Year Comparison

2024 2023 Change
Revenue $210,459 N/A N/A
Expenses $131,225 N/A N/A
Net Income $79,234 $0 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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
40

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GARY L JOERIS DIRECTOR/PRESIDENT 1.00
Officer Director
$0 $0 $0
ANGELA Z CARDWELL DIRECTOR/VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
RYAN L DOEGE DIRECTOR/SECRETARY/TREASURER 1.00
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 $210,459 $131,225 $94,459 $79,234
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