JEFFERSON ACADEMY (EIN 262546736) - 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

2008

Legal Domicile

Principal Officer

KEITH FACER

Phone

8015938200

Tax Period

2024-07-01 to 2025-06-30

JEFFERSON ACADEMY, founded in 2008, is a community nonprofit in the Education sector that reported $6.1M in total revenue in fiscal year 2024. Expenses of $5.5M left a modest 9% surplus.

Mission

THE EDUCATION OF STUDENTS GRADES K-6.

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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 $5,810,047

Program Service Revenue $94,451

Investment Income $141,043

Other Revenue $5,670

TOTAL REVENUE $6,051,211

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,097,217

Other Expenses $5,485,721

TOTAL EXPENSES $5,485,721

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,051,211	$6,245,237	0.0%
Expenses	$5,485,721	$5,377,512	+0.0%
Net Income	$565,490	$867,725	-0.3%

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
KEITH FACER	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
ALANA WILSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
NATALIE ALLMAN	FINANCE OFFICER	2.00	Officer Director	$0	$0	$0
PAUL SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
KATIE BROWNING	BOARD MEMBER	2.00	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	$6,051,211	$5,485,721	$11,817,448	$565,490
2024	No data	No data	No data	No data
2023	$5,671,637	$5,195,690	$10,911,005	$475,947
2022	$5,862,727	$5,276,681	$10,751,087	$586,046
2021	$5,427,068	$5,035,971	$11,457,187	$391,097
2020	$4,400,715	$4,168,918	$11,263,808	$231,797
2019	$4,200,194	$4,176,365	$11,212,428	$23,829
2018	$4,041,816	$5,305,289	$11,332,053	$-1,263,473

JEFFERSON ACADEMY