Joseph and Edna Josephson Inst of Ethics (EIN 953560351) - 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

1980

Legal Domicile

Phone

4247500286

Tax Period

2024-01-01 to 2024-12-31

Joseph and Edna Josephson Inst of Ethics, founded in 1980, is a small nonprofit in the Education sector that reported $375K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $330K left a modest 12% surplus.

Mission

Improve society's ethics by changing personal & organizational decision making and behavior.

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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 $64,978

Program Service Revenue $150,000

Investment Income $160,005

Other Revenue $0

TOTAL REVENUE $374,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $138,900

Fundraising Expenses $0

Program Expenses $283,469

Other Expenses $191,367

TOTAL EXPENSES $330,267

Year-over-Year Comparison

	2024	2023	Change
Revenue	$374,983	$473,728	-0.2%
Expenses	$330,267	$238,916	+0.4%
Net Income	$44,716	$234,812	-0.8%

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

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

$129,226

Total Directors

$129,226

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Josephson	President	40.00	Officer Director	$125,000	$4,226	$129,226
Anne Josephson	Vice President	2.00	Officer Director	$0	$0	$0
Samara Josephson	Secretary	2.00	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	$374,983	$330,267	$797,116	$44,716
2020	$260,815	$303,313	$1,174,245	$-42,498
2019	$668,070	$570,338	$1,333,224	$97,732
2018	$417,202	$532,318	$1,154,814	$-115,116

Joseph and Edna Josephson Inst of Ethics