RITA JUNE FOUNDATION INC (EIN 933574794) - 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

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 A NON-PROFIT ENTITY FOCUSED ON SUPPORTING INITIATIVES THAT IMPROVE OUTCOMES IN THE AREAS OF HEALTH, EDUCATION, AND HOUSING STABILITY. THE FOUNDATION ACHIEVES THIS GOAL BY PROVIDING RESOURCES AND SUPPORT TO COMMUNITIES ACROSS THE COUNTRY. THE FOUNDATION'S PASSION LIES IN SUPPORTING INITIATIVES THAT WILL HELP FAMILIES REMAIN IN THEIR HOMES AND THOSE EFFORTS THAT CAN HELP CREATE VIBRANT AND THRIVING COMMUNITIES THAT EMPOWER RESIDENTS TO ACHIEVE THEIR FULL POTENTIAL.

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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

RITA JUNE FOUNDATION INC