FOUNDATION FOR ANNIE JEFFREY (EIN 208143443) - 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

2006

Legal Domicile

Principal Officer

STEVEN J PETERSON

Phone

4027472031

Tax Period

2024-07-01 to 2025-06-30

FOUNDATION FOR ANNIE JEFFREY, founded in 2006, is a small nonprofit in the Health Care sector that reported $177K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 40% operating margin.

Mission

TO PROVIDE FUNDRAISING AND OTHER SUPPORT TO THE ANNIE JEFFREY MEMORIAL COUNTY HEALTH CENTER, OSCEOLA, NEBRASKA, AN EXEMPT GOVERNMENTAL ORGANIZATION.

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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 $173,676

Program Service Revenue $0

Investment Income $3,102

Other Revenue $0

TOTAL REVENUE $176,778

Expense Breakdown

Grants Paid $100,003

Salaries & Benefits $0

Fundraising Expenses $2,879

Program Expenses $100,402

Other Expenses $6,719

TOTAL EXPENSES $106,722

Year-over-Year Comparison

	2024	2023	Change
Revenue	$176,778	$112,427	+0.6%
Expenses	$106,722	$106,659	+0.0%
Net Income	$70,056	$5,768	+11.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN J PETERSON	CHAIRMAN	N/A	Director	$0	$0	$0
JOHN GIRARD	VICE-CHAIRMA	N/A	Director	$0	$0	$0
KAREN STEVENS	TREASURER	N/A	Director	$0	$0	$0
MARY LERCH	SECRETARY	N/A	Director	$0	$0	$0
MARGIE HAYES	DIRECTOR	N/A	Director	$0	$0	$0
KATHY GABEL	DIRECTOR	N/A	Director	$0	$0	$0
LEROY GERRARD	DIRECTOR (TO	N/A	Director	$0	$0	$0
JANE WATTS	DIRECTOR	N/A	Director	$0	$0	$0
LANA WALLER	DIRECTOR	N/A	Director	$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	$176,778	$106,722	$153,084	$70,056
2024	$112,427	$106,659	$80,567	$5,768
2023	$91,293	$90,127	$73,582	$1,166
2022	$163,347	$142,209	$72,032	$21,138
2021	$83,338	$85,220	$53,112	$-1,882
2020	$102,857	$106,843	$54,994	$-3,986
2019	$73,824	$71,023	$58,980	$2,801

FOUNDATION FOR ANNIE JEFFREY