JEFFERSON'S FERRY FOUNDATION

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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

2006

Legal Domicile

Principal Officer

ROBERT E CAULFIELD

Phone

6316502724

Tax Period

2024-01-01 to 2024-12-31

JEFFERSON'S FERRY FOUNDATION, founded in 2006, is a small nonprofit in the Housing & Shelter sector that reported $793K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $1.1M exceeded revenue, resulting in a 45% operating deficit.

Mission

THE FOUNDATION SHALL WORK IN PARTNERSHIP WITH THE JEFFERSON'S FERRY BOARD OF DIRECTORS AND STAFF TO PROMOTE AND RAISE PHILANTHROPIC FUNDS TO ENHANCE SERVICES FOR THE RESIDENTS AND STAFF OF JEFFERSON'S FERRY LIFECARE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $879,134

THE JEFFERSON'S FERRY FOUNDATION EXISTS TO SUPPORT ACTIVE RETIREMENT COMMUNITY, INC., DOING BUSINESS AS JEFFERSON'S FERRY, A LIFECARE COMMUNITY DEDICATED TO SERVING OLDER ADULTS. THE FOUNDATION...

THE JEFFERSON'S FERRY FOUNDATION EXISTS TO SUPPORT ACTIVE RETIREMENT COMMUNITY, INC., DOING BUSINESS AS JEFFERSON'S FERRY, A LIFECARE COMMUNITY DEDICATED TO SERVING OLDER ADULTS. THE FOUNDATION PROMOTES BENEVOLENCE BY ENGAGING RESIDENTS, FAMILIES, STAFF, VOLUNTEERS, AND COMMUNITY STAKEHOLDERS TO NURTURE THE EMOTIONAL, SPIRITUAL, AND PHYSICAL WELL-BEING OF THE SENIORS WHO RESIDE AT JEFFERSON'S FERRY. (CONTINUED ON SCHEDULE O)DURING THE YEAR, THE FOUNDATION PROVIDED FINANCIAL SUPPORT FOR A RANGE OF INITIATIVES THAT DIRECTLY ENHANCED RESIDENT LIFE AND THE LONG-TERM SUSTAINABILITY OF THE JEFFERSON'S FERRY COMMUNITY. THIS INCLUDED ASSISTANCE TO RESIDENTS FACING FINANCIAL HARDSHIP THROUGH NO FAULT OF THEIR OWN, AS WELL AS FUNDING FOR HEALTH, WELLNESS, AND ENRICHMENT PROGRAMS DESIGNED TO PROMOTE ACTIVE AND ENGAGED LIVING. THE FOUNDATION ALSO CONTRIBUTED TO CAPITAL PROJECTS AIMED AT BEAUTIFYING THE CAMPUS GROUNDS AND INTERIOR SPACES. IN ADDITION, IT PROVIDED FUNDING TO SUPPORT JEFFERSON'S FERRY'S STRATEGIC PLANNING EFFORTS AND FUTURE SERVICE DEVELOPMENT TO MEET THE EVOLVING NEEDS OF OLDER ADULTS IN THE REGION.

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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 $761,866

Program Service Revenue $0

Investment Income $56,511

Other Revenue $-24,965

TOTAL REVENUE $793,412

Expense Breakdown

Grants Paid $873,254

Salaries & Benefits $176,393

Fundraising Expenses $262,842

Program Expenses $879,134

Other Expenses $99,101

TOTAL EXPENSES $1,148,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$793,412	$582,456	+0.4%
Expenses	$1,148,748	$493,057	+1.3%
Net Income	$-355,336	$89,399	-5.0%

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

N/A

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

$1,271,569

Total Directors

$915,719

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT CAULFIELD	CHIEF EXECUTIVE OFFICER	5.00	Officer Director	$0	$192,835	$915,719
GLORIA SNYDER	CHAIR	0.50	Officer Director	$0	$0	$0
JAMES DANOWSKI	VICE-CHAIR	0.50	Officer Director	$0	$0	$0
JOHN SINI	TREASURER	0.50	Officer Director	$0	$0	$0
WAYNE SHATTES	SECRETARY	0.50	Officer Director	$0	$0	$0
WENDY DARWELL	MEMBER	0.50	Director	$0	$0	$0
KIM KUBASEK	MEMBER	0.50	Director	$0	$0	$0
DEBRA ENGELHARDT	MEMBER	0.50	Director	$0	$0	$0
KENNETH ROBERTS	MEMBER	0.50	Director	$0	$0	$0
LAWRENCE DAVIDOW ESQ	MEMBER	0.50	Director	$0	$0	$0
BRIAN AMTMANN	CHIEF FINANCIAL OFFICER	5.00	Officer	$0	$26,904	$355,850

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	$793,412	$1,148,748	$2,619,267	$-355,336
2023	$582,456	$493,057	$2,066,484	$89,399
2022	$422,641	$559,431	$1,911,005	$-136,790
2021	$541,049	$377,178	$2,219,919	$163,871
2020	$365,076	$408,037	$2,015,907	$-42,961
2019	$474,198	$379,600	$1,910,162	$94,598
2018	$396,583	$419,379	$1,764,719	$-22,796