JEFFERSON CARNIVAL INCORPORATED (EIN 232252646) - 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

2010

Legal Domicile

Principal Officer

BRAD LAVAULT

Phone

7178739931

Tax Period

2024-01-01 to 2024-12-31

JEFFERSON CARNIVAL INCORPORATED, founded in 2010, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $62K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $60K left a modest 4% surplus.

Mission

TO RAISE FUNDS FOR OTHER NONPROFIT ORGANIZATIONS

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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 $0

Investment Income $0

Other Revenue $62,239

TOTAL REVENUE $62,239

Expense Breakdown

Grants Paid $39,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,517

Other Expenses $20,517

TOTAL EXPENSES $59,517

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,239	$88,045	-0.3%
Expenses	$59,517	$90,167	-0.3%
Net Income	$2,722	$-2,122	-2.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD LAVAULT	PRESIDENT	8.00	Officer	$0	$0	$0
MELVIN NACE	VICE-PRESIDENT	8.00	Officer	$0	$0	$0
BARRY L MURPHY	SECRETARY	8.00	Officer	$0	$0	$0
GEOFFREY HOERTZ	TREASURER	8.00	Officer	$0	$0	$0
PAUL H BORTNER SR	DIRECTOR	8.00	Director	$0	$0	$0
JAMES A YOHE	DIRECTOR	8.00	Director	$0	$0	$0
JON CHRONISTER	DIRECTOR	8.00	Director	$0	$0	$0
RAY MASIMORE	DIRECTOR	8.00	Director	$0	$0	$0
GEORGE J THOMAS	DIRECTOR	8.00	Director	$0	$0	$0
MATTHEW HOERTZ	DIRECTOR	8.00	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
2024	$62,239	$59,517	$18,222	$2,722
2023	$88,045	$90,167	$15,500	$-2,122
2022	$65,734	$68,835	$17,622	$-3,101
2021	$91,202	$78,307	$20,723	$12,895
2020	$12,597	$16,098	$7,828	$-3,501
2019	$82,123	$80,568	$11,329	$1,555
2018	$99,505	$101,942	$9,774	$-2,437

JEFFERSON CARNIVAL INCORPORATED