JEFFERSON ENERGY COOPERATIVE FOUNDATION INC (EIN 342009414) - 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

2004

Legal Domicile

Principal Officer

ANN BRINKMAN

Phone

7065472167

Tax Period

2024-07-01 to 2025-06-30

JEFFERSON ENERGY COOPERATIVE FOUNDATION INC, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $453K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $73K, a strong 16% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO ACCUMULATE AND DISBURSE FUNDS FOR A CHARITABLE PURPOSE IN THE SERVICE AREA OF JEFFERSON ENERGY COOPERATIVE, INC.

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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 $400,427

Program Service Revenue $0

Investment Income $52,601

Other Revenue $0

TOTAL REVENUE $453,028

Expense Breakdown

Grants Paid $379,817

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $379,817

Other Expenses $0

TOTAL EXPENSES $379,817

Year-over-Year Comparison

	2024	2023	Change
Revenue	$453,028	$593,135	-0.2%
Expenses	$379,817	$476,104	-0.2%
Net Income	$73,211	$117,031	-0.4%

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
ANN BRINKMAN	CHAIR	1.00	Officer Director	$0	$0	$0
BETTY ENGLISH	VICE- CHAIR	1.00	Officer Director	$0	$0	$0
MELANIE NORTON	SECRETARY	1.00	Officer Director	$0	$0	$0
AUGUSTUS PALMER	TREASURER	1.00	Officer Director	$0	$0	$0
JUDY JONES	DIRECTOR	1.00	Director	$0	$0	$0
KATRINA BOWMAN	DIRECTOR	1.00	Director	$0	$0	$0
SONDRA FORTNER	DIRECTOR	1.00	Director	$0	$0	$0
DALE GARNER	DIRECTOR	1.00	Director	$0	$0	$0
KATHY WELLS	DIRECTOR	1.00	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	$453,028	$379,817	$1,249,925	$73,211
2024	$593,135	$476,104	$1,176,714	$117,031
2023	$598,265	$369,629	$1,059,683	$228,636
2022	$609,155	$442,516	$831,047	$166,639
2021	$820,423	$386,628	$732,332	$433,795
2020	$386,359	$342,818	$290,658	$43,541
2019	$414,120	$336,121	$247,117	$77,999

JEFFERSON ENERGY COOPERATIVE FOUNDATION INC