2025-09-22T12:25:13-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2024-01-01 203498598 JORDAN THOMAS FOUNDATION INC JORD 6154555505 9005 OVERLOOK BLVD 742 BRENTWOOD TN 37027 MICHELLE PACKER INTERIM EXECUTIVE DIRECTOR 6154555505 2025-09-22 1 1 KATIE GRANT P00320901 6152427351 2025-09-22 2024 2025-03-06 01:10:19Z MICHELLE PACKER 9005 OVERLOOK BLVD 742 BRENTWOOD TN 37027 1925973 0 X WWW.JORDANTHOMASFOUNDATION.ORG X 2006 TN RETURNING CHILDREN TO A LIFE WITHOUT PHYSICAL LIMITATION BY PROVIDING PROSTHESES UNTIL ADULTHOOD. 10 10 2 30 0 78468 794326 993447 3213 3431 -13083 174886 -28879 -39460 755577 1132304 497994 499140 0 0 141300 146232 0 0 109701 106303 179610 745597 824982 9980 307322 2728211 3226132 18809 52233 2709402 3173899 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 576869 499140 3431 THE JORDAN THOMAS FOUNDATION ACCEPTED 31 NEW KIDS TO THE JTF FAMILY BRINGING OUR TOTAL IN 2024 TO 136 FAMILIES SERVED IN 31 STATES. WE SPENT APPROXIMATELY $499,140 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. 576869 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 1 0 0 0 0 0 0 0 0 1 16 0 1 2 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 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 DARRELL MASSENGALE PRESIDENT 1.00 X X 0 0 0 KEVIN KING CFP BOARD TREASURER 1.00 X X 0 0 0 SARAH MCFARLAND BOARD SECRETARY 1.00 X X 0 0 0 AMR EL-HUSSEINI DIRECTOR 1.00 X 0 0 0 LIZ KENNEDY THOMAS MD MBA DIRECTOR 1.00 X 0 0 0 DAVE BALDERSTON DIRECTOR 1.00 X 0 0 0 JUDY KOUTLAS DIRECTOR 1.00 X 0 0 0 BRETT KINGMAN DIRECTOR 1.00 X 0 0 0 ELIZABETH O'BRADOVICH DIRECTOR 1.00 X 0 0 0 CHRIS EWERT DIRECTOR 1.00 X 0 0 0 MICHELLE PACKER INTERIM EXEC DIRECTOR 40.00 X 95000 0 5531 95000 0 5531 0 0 0 0 0 212734 780713 27437 993447 PROGRAM EVENT REVENUE 900099 3431 3431 3431 52976 52976 846179 724269 121910 121910 121910 29940 212734 69400 -39460 -39460 1132304 3431 0 135426 499140 499140 100530 37196 50265 13069 35805 31455 3391 959 9897 5253 3571 1073 30965 30965 14852 594 14258 51358 51358 21070 85 20985 21199 791 4083 16325 8180 156 5163 2861 3132 292 2840 2934 1208 539 1187 563 382 181 1524 1524 TAXES & LICENSES 22984 756 20586 1642 PROGRAM SUPPLIES 849 28 760 61 824982 576869 138412 109701 200 88991 127586 205500 4000 4000 770 1768 3024 1770 1197 1254 2456265 2748748 138193 175871 2728211 3226132 18809 52233 18809 52233 X 2589890 2946159 119512 227740 2709402 3173899 2728211 3226132 307322 157175 0 X X 0 1 X 1 0 X 250311 962020 752116 794326 993447 3752220 250311 962020 752116 794326 993447 3752220 354227 3397993 36334 38237 28404 37580 52976 193531 1175 1234 2409 3948160 6644 0.86070 0.79660 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 119512 10000 8927 138439 105267 14706 461 119512 130421 -24081 1073 105267 90763 7350 52436 20128 130421 1.00000 0 0 3024 1770 1254 1254 INVESTMENT - KNOPP 39635 C H20EY VENTURES II LLC 136236 C 175871 X 1344027 157175 69400 226575 1117452 14852 14852 1132304 879530 69400 69400 810130 14852 14852 824982 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 69,400. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 69,400. GOLF EVENT 127162 101562 25600 344 31462 29711 5KADEN 115512 111172 4340 7883 242674 212734 29940 344 31462 37594 69400 -39460 1 PROSTHETICS FOR RECIPIENTS 76 322722 TRAVEL FOR RECIPIENTS 44 66153 CAMP FOR RECIPIENTS 20 13839 SCHOLARSHIPS 3 6250 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. X 3 27437 PUBLIC PRICE 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS ON PART 1, LINE 9B. 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 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO A DIRECTOR, PRINCIPAL OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. EACH PERSON MUST DISCLOSE THE EXISTENCE OF FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THERE IS A FOUR STEP PROCESS ADDRESSING CONFLICT OF INTEREST WHICH WILL BE USED SHOULD IT BE DETERMINED A CONFLICT EXISTS. THE INTERESTED PERSON MAY NOT TAKE PART IN THE DISCUSSION OR VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. IF THE GOVERNING BOARD OR COMMITTEE DETERMINES A CONFLICT OF INTEREST HAS NOT BEEN DISCLOSED, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. 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.