Jewel Foundation Incorporated (EIN 956069861) - 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

1974

Legal Domicile

Phone

8584529746

Tax Period

2024-01-01 to 2024-12-31

Jewel Foundation Incorporated, founded in 1974, is a small nonprofit in the Housing & Shelter sector that reported $417K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $132K, a strong 32% operating margin.

Mission

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $317,014

Investment Income $99,859

Other Revenue $0

TOTAL REVENUE $416,873

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,699

Fundraising Expenses $0

Program Expenses $201,868

Other Expenses $209,255

TOTAL EXPENSES $284,954

Year-over-Year Comparison

	2024	2023	Change
Revenue	$416,873	$1,172,334	-0.6%
Expenses	$284,954	$1,193,594	-0.8%
Net Income	$131,919	$-21,260	-7.2%

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

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

$24,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roby D Ogan	President	10.00	Officer	$24,000	$0	$24,000
Joy Booth	Diamond House Manager	5.00		$19,500	$0	$19,500
Jim Griswold	Emerald House Manager	5.00		$11,403	$0	$11,403
Pam Ludwig	Secretary	0.00	Officer	$0	$0	$0
Paul Worthington	Treasurer	0.00	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	$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

Jewel Foundation Incorporated