JEFFEX INC (EIN 232622009) - 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

1990

Legal Domicile

Principal Officer

DIXIEANNE P JAMES

Phone

2155038958

Tax Period

2024-07-01 to 2025-06-30

JEFFEX INC, founded in 1990, is a mid-sized nonprofit in the Health Care sector that reported $18.1M in total revenue in fiscal year 2024. Revenue surged 91% from the prior year, signaling strong growth momentum. Expenses of $17.4M left a modest 4% surplus.

Mission

PROVIDES MANAGEMENT AND RETAIL PHARMACY SERVICES TO VARIOUS OTHER AFFILIATED ORGANIZATIONS FORMED FOR THE THE PROVISION OF HEALTHCARE AND PHARMACY SERVICES.

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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 $18,124,440

Investment Income $0

Other Revenue $0

TOTAL REVENUE $18,124,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,347

Program Expenses $16,883,843

Other Expenses $17,351,206

TOTAL EXPENSES $17,351,206

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,124,440	$9,473,063	+0.9%
Expenses	$17,351,206	$10,233,629	+0.7%
Net Income	$773,234	$-760,566	-2.0%

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

N/A

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

$1,334,542

Total Directors

$1,554,952

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN G SWIFT PHARMD MBA	TRUSTEE	55.0	Director	$0	$61,219	$462,098
KRISTIN BARRETT ESQ	SECRETARY	55.0	Officer	$0	$70,616	$447,322
MARY BETH EDGER	VICE PRESIDENT - TRUSTEE	55.0	Officer Director	$0	$66,903	$444,252
WALTER WYATT	TREASURER	55.0	Officer	$0	$17,203	$442,968
JOSEPH ANTON RN MSN	TRUSTEE	55.0	Director	$0	$55,961	$428,549
KEVIN KLEINSCHMIDTMBARNBSN	TRUSTEE	55.0	Director	$0	$28,102	$220,053
CHRISTOPHER CULLOM	TRUSTEE	55.0	Director	$0	$0	$0
DIXIEANNE P JAMES	CHAIR & PRESIDENT - TRUSTEE	55.0	Officer Director	$0	$0	$0
ANDREW NATHANS	TREAS - TRUSTEE (TERM 1/2025)	55.0	Officer 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	$18,124,440	$17,351,206	$6,600,998	$773,234
2024	No data	No data	No data	No data
2023	$8,207,835	$8,482,430	$4,803,039	$-274,595
2022	$9,229,816	$11,007,371	$3,845,866	$-1,777,555
2021	$8,476,975	$9,681,050	$3,826,392	$-1,204,075
2020	$8,129,850	$9,764,231	$3,668,450	$-1,634,381
2019	$8,023,080	$9,891,023	$3,720,853	$-1,867,943
2018	$7,281,842	$9,059,052	$4,111,105	$-1,777,210

JEFFEX INC