Jewel Foundation Incorporated

EIN: 956069861 501(c)(3) Housing & Shelter

La Jolla, CA

Total Revenue
$1,096,528
Total Expenses
$454,684
Total Assets
$5,084,612
Net Assets
$5,060,584
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
CA
Phone
8583441786
Tax Period
2025-01-01 to 2025-12-31

Jewel Foundation Incorporated, founded in 1974, is a community nonprofit in the Housing & Shelter sector that reported $1.1M in total revenue in fiscal year 2025. Revenue surged 163% from the prior year, signaling strong growth momentum. The organization ran a surplus of $642K, a strong 59% operating margin.

Mission

Operate and maintain 42 Apartment Units for Christian Scientists of poor or inadequate means at rents below market value.

Program Service Accomplishments

Program 1
Expenses: $376,137 Revenue: $360,824

Operate and maintain 42 Apartment Units for Christian Scientists of poor or inadequate means at rents below market value.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $360,824
Investment Income $735,704
Other Revenue $0
TOTAL REVENUE $1,096,528

Expense Breakdown

Grants Paid $30,000
Salaries & Benefits $82,965
Fundraising Expenses $0
Program Expenses $376,137
Other Expenses $341,719
TOTAL EXPENSES $454,684

Year-over-Year Comparison

2025 2024 Change
Revenue $1,096,528 $416,873 +1.6%
Expenses $454,684 $284,954 +0.6%
Net Income $641,844 $131,919 +3.9%
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

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Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
2
Employees
4
Volunteers
N/A

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
$24,000
Total Directors
1
$24,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Roby D Ogan President 10.00
Officer Director
$24,000 $0 $24,000
Pam Ludwig Secretary 0.00
Officer
$0 $0 $0
Paul Worthington Treasurer 0.00
Officer
$0 $0 $0
Jim Griswold Emerald House Manager 5.00
$0 $0 $0
Joy Booth Diamond House Manager 5.00
$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
2025 $1,096,528 $454,684 $5,084,612 $641,844
2024 $416,873 $284,954 $4,514,332 $131,919
2023 $1,172,334 $1,193,594 $1,995,043 $-21,260
2022 $796,175 $1,063,470 $2,012,074 $-267,295
2021 $818,468 $452,547 $2,303,115 $365,921
2020 $609,514 $1,001,674 $1,964,834 $-392,160
2019 $914,407 $470,195 $2,344,785 $444,212
2018 $316,283 $289,124 $1,907,960 $27,159
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