RITA JUNE FOUNDATION INC

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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

LISA DISCHINGER

Phone

5026380534

Tax Period

2024-01-01 to 2024-12-31

RITA JUNE FOUNDATION INC, founded in 2023, is a community nonprofit in the Human Services sector that reported $8.2M in total revenue in fiscal year 2024. Revenue surged 4108221% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.1M, a strong 99% operating margin.

Mission

THE RITA JUNE FOUNDATION IS FOCUSED ON SUPPORTING EDUCATION AND PROVIDING ADDITIONAL RESOURCES TO THOSE LIVING WITHIN COMMUNITIES THROUGHOUT KENTUCKY AND NATIONWIDE.

Program Service Accomplishments

Program 1

Expenses: $17,848

RITA JUNE FOUNDATION PROVIDED FINANCIAL SUPPORT WITH CONSTRUCTING THREE PRESCHOOLS THAT WILL GIVE FREE FULL-DAY, YEAR-ROUND SCHOOL FOR CHILDREN 3-5 YEARS OLD IN UNDERSERVED COMMUNITIES IN LOUISVILLE, KY. THE THREE PRESCHOOLS ARE IN THE PROCESS OF BEING COMPLETED AND WILL BE OPENING IN FALL 2025.

Program 2

Expenses: $40,578

RESIDENT SERVICES, EDUCATION AND FOOD DISTRIBUTION: PROVIDING EDUCATION TO CHILDREN IS CONTINGENT ON THERE BEING A NEED IN THE COMMUNITY. PROVIDING FOOD FOR PEOPLE WITH FOOD INSECURITIES IS...

RESIDENT SERVICES, EDUCATION AND FOOD DISTRIBUTION: PROVIDING EDUCATION TO CHILDREN IS CONTINGENT ON THERE BEING A NEED IN THE COMMUNITY. PROVIDING FOOD FOR PEOPLE WITH FOOD INSECURITIES IS CONTINGENT ON THERE BEING A NEED IN THE COMMUNITY FOR FOOD TRANSPORTATION. THE FOOD PANTRIES ARE SUBJECT TO LAW, REGULATIONS, AND GOVERNMENT POLICIES.

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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 $8,254,758

Program Service Revenue $0

Investment Income $62,382

Other Revenue $-100,497

TOTAL REVENUE $8,216,643

Expense Breakdown

Grants Paid $999

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,426

Other Expenses $98,721

TOTAL EXPENSES $99,720

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,216,643	$200	+41082.2%
Expenses	$99,720	$24,785	+3.0%
Net Income	$8,116,923	$-24,585	-331.2%

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
LISA DISCHINGER	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
MARLAND COLE	BOARD MEMBER	0.50	Director	$0	$0	$0
AUDWIN HELTON	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRISTI LANIER-ROBINSON	BOARD MEMBER	0.50	Director	$0	$0	$0
ASHLEY NOVAK BUTLER	BOARD MEMBER	0.50	Director	$0	$0	$0
LISA BECKER	TREASURER	0.50	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
2024	$8,216,643	$99,720	$8,766,002	$8,116,923