JEFFREY FOUNDATION (EIN 237208851) - 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

1972

Legal Domicile

Principal Officer

ALYCE MORRIS WINSTON

Phone

3237657536

Tax Period

2024-07-01 to 2025-06-30

JEFFREY FOUNDATION, founded in 1972, is a small nonprofit in the Human Services sector that reported $387K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $689K exceeded revenue, resulting in a 78% operating deficit.

Mission

TO PROVIDE HIGH QUALITY, COMMUNITY BASED, THERAPEUTIC, EDUCATIONAL AND SOCIAL SERVICES TO AT-RISK AND SPECIAL NEEDS CHILDREN AND THEIR FAMILIES TO IMPROVE THEIR QUALITY OF LIFE.

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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 $276,421

Program Service Revenue $8,242

Investment Income $98,500

Other Revenue $3,502

TOTAL REVENUE $386,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $501,335

Fundraising Expenses $106,957

Program Expenses $482,553

Other Expenses $188,150

TOTAL EXPENSES $689,485

Year-over-Year Comparison

	2024	2023	Change
Revenue	$386,665	$477,530	-0.2%
Expenses	$689,485	$659,042	+0.0%
Net Income	$-302,820	$-181,512	+0.7%

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

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

$101,500

Total Directors

$101,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALYCE MORRIS WINSTON	PRES./BOARD	40.00	Officer Director	$101,500	$0	$101,500
MARCIA BRICKLEY	BOARD VP CHA	5.00	Officer Director	$0	$0	$0
TONIA AGRON	SECRETARY	5.00	Officer Director	$0	$0	$0
JOANNA KERMANI	TREASURER	5.00	Officer Director	$0	$0	$0
WARREN FINN	DIRECTOR	5.00	Director	$0	$0	$0
MINAS FOURNOUZIAN	DIRECTOR	5.00	Director	$0	$0	$0
EVELYN WILLIAMS	DIRECTOR	5.00	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
2025	$386,665	$689,485	$3,618,730	$-302,820
2024	$477,530	$659,042	$3,923,415	$-181,512
2023	$314,694	$693,565	$4,111,051	$-378,871
2022	$3,271,019	$783,918	$4,498,911	$2,487,101
2021	$836,462	$992,562	$2,716,470	$-156,100
2020	$1,461,420	$1,479,104	$2,957,602	$-17,684
2019	$1,639,184	$1,896,551	$2,785,635	$-257,367

JEFFREY FOUNDATION