2024-08-19T12:20:52-05:00 2023-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2023-01-01 203498598 JORDAN THOMAS FOUNDATION INC JORD 6154555505 9005 OVERLOOK BLVD 742 BRENTWOOD TN 37027 MICHELLE PACKER INTERIM EXECUTIVE DIRECTOR 6154555505 2024-08-19 1 0 X KEN YOUNGSTEAD P00320901 6152427351 2024-08-19 2023 2024-08-08 14:25:15Z MICHELLE PACKER 9005 OVERLOOK BLVD 742 BRENTWOOD TN 37027 1252670 0 X WWW.JORDANTHOMASFOUNDATION.ORG X 2006 TN RETURNING CHILDREN TO A LIFE WITHOUT PHYSICAL LIMITATION BY PROVIDING PROSTHESES UNTIL ADULTHOOD. 7 7 2 20 0 0 752116 794326 0 3213 116041 -13083 -29933 -28879 838224 755577 361085 497994 0 0 234085 141300 0 0 39292 121872 106303 717042 745597 121182 9980 2371268 2728211 37729 18809 2333539 2709402 THE JTF RETURNS CHILDREN AND ADOLESCENTS TO A LIFE WITHOUT PHYSICAL LIMITATION BY PROVIDING QUALITY PROSTHESES UNTIL ADULTHOOD, SERVING AS A CARING RESOURCE FOR THE CHILD AND FAMILY LIVING WITH LIMB DIFFERENCES AND TIRELESSLY ADVOCATING FOR INSURANCE FAIRNESS. 0 0 569432 497994 3213 THE JORDAN THOMAS FOUNDATION ACCEPTED 14 NEW KIDS TO THE JTF FAMILY BRINGING OUR TOTAL IN 2023 TO 117 FAMILIES SERVED IN 28 STATES. WE SPENT APPROXIMATELY $497,994 ON PROTHESES, TRAVEL, CAMPS, AND OTHER SUPPORT PROGRAMS. THE ORGANIZATION HOLDS INVESTMENTS IN RESERVE TO ASSURE THERE ARE ENOUGH FUNDS TO COVER THE LONG-TERM EXPENSES TO SUPPORT THE PROGRAM KIDS THROUGH AGE 18. 569432 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X MICHELLE PACKER 6154555505 9005 OVERLOOK BLVD SUITE 742 BRENTWOOD TN 37027 AMR EL-HUSSEINI CHAIRMAN 1.00 X X 0 0 0 DAVID BALDERSTON VICE CHAIRMAN 1.00 X X 0 0 0 SARAH MCFARLAND BOARD SECRETARY 1.00 X X 0 0 0 KEVIN KING CFP BOARD TREASURER 1.00 X X 0 0 0 DARRELL MASSENGALE DIRECTOR 1.00 X 0 0 0 JUDY KOUTLAS DIRECTOR 1.00 X 0 0 0 LIZ KENNEDY THOMAS MD MBA DIRECTOR 1.00 X 0 0 0 GERASIMOS BASTAS DIRECTOR (END 6/23) 1.00 X 0 0 0 BRUCE CHALAS DIRECTOR (END 9/23) 1.00 X 0 0 0 KAREN KAISER EXEC DIRECTOR (END 6/23) 40.00 X 60427 0 0 MICHELLE PACKER INTERIM EXEC DIRECTOR (START 6/23) 40.00 X 78233 0 3011 138660 0 3011 0 0 0 0 0 189110 605216 10832 794326 PROGRAM EVENT REVENUE 900099 3213 3213 3213 37580 37580 392531 443194 -50663 -50663 -1645 -49018 25020 189110 53899 -28879 -28879 755577 3213 -1645 -40317 497994 497994 130817 59782 58504 12531 10483 4663 4824 996 27607 27603 4 11707 468 11239 10714 2972 7742 12751 722 3678 8351 7593 27 5043 2523 2877 323 2554 1912 446 205 1261 389 389 1471 1212 259 TAXES & LICENSES 21645 195 19606 1844 PROGRAM SUPPLIES 7637 1840 2016 3781 745597 569432 136873 39292 16775 200 358657 127586 4000 717 770 2404 1207 1586 1197 1902898 2456265 90635 138193 2371268 2728211 37729 18809 37729 18809 X 2218272 2589890 115267 119512 2333539 2709402 2371268 2728211 9980 365883 0 X X 0 1 X 1 0 X 81655 250311 962020 752116 794326 2840428 81655 250311 962020 752116 794326 2840428 426534 2413894 46749 36334 38237 28404 37580 187304 1175 1234 2409 3030141 3213 0.79660 0.77730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,175. 2021 AMOUNT: $ 1,234. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105267 14706 461 119512 130421 -24081 1073 105267 90763 7350 52436 20128 130421 1.00000 0 0 2404 1207 1197 1197 INVESTMENT - KNOPP 38707 C H20EY VENTURES II LLC 99486 C 138193 X 1163652 365883 53899 419782 743870 11707 11707 755577 787789 53899 53899 733890 11707 11707 745597 PART V, LINE 4: THE FOUNDATION'S GOAL IS TO GENERATE LONG-TERM GROWTH TO SUPPORT THE CURRENT AND FUTURE SPENDING NEEDS OF THE FOUNDATION. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 53,899. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 53,899. GOLF EVENT 136966 114826 22140 625 21278 190 25015 5KADEN 77164 74284 2880 6791 214130 189110 25020 625 21278 190 31806 53899 -28879 1 0 0 PROSTHETICS FOR RECIPIENTS 80 363008 TRAVEL FOR RECIPIENTS 37 61062 CAMP FOR RECIPIENTS 17 16446 SCHOLARSHIPS 5 12421 PART I, LINE 2: GRANTS CAN BE MADE TO NON-PROFIT ORGANIZATIONS WITH A SIMILAR MISSION. ADDITIONALLY, THE ORGANIZATION MAKES PAYMENTS DIRECTLY TO THE PROVIDERS OF PROSTHERIC DEVICES AND SERVICES FOR THE BENEFIT OF INDIVIDUALS. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE GOVERNING BODY IS PROVIDED A COPY OF THE 990 TO REVIEW BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY MEANS OF SELF-DISCLOSURE AND/OR PEER DISCLOSURE OF ANY AND ALL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF ALL MANAGEMENT AND EMPLOYEES IS DETERMINED BASED ON COMPARATIVE COMPENSATION LEVELS OF SIMILAR TAX EXEMPT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE THEIR OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.