JEFFERSON COUNTY LOCAL DEVELOPMENT… - Form 990 Financial Data

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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

2009

Legal Domicile

Principal Officer

MARSHALL WEIR

Phone

3157825865

Tax Period

2025-01-01 to 2025-12-31

JEFFERSON COUNTY LOCAL DEVELOPMENT CORPORATION, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $605K in total revenue in fiscal year 2025. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 87% operating deficit.

Mission

TO ADVANCE THE JOB OPPORTUNITIES, HEALTH, GENERAL PROSPERITY AND ECONOMIC WELFARE OF THE PEOPLE OF THE COUNTY.

Program Service Accomplishments

Program 1

Expenses: $798,778 Revenue: $12,232

TO ADVANCE THE JOB OPPORTUNITIES, HEALTH, GENERAL PROSPERITY, AND ECONOMIC WELFARE OF THE PEOPLE OF THE COUNTY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $589,722

Program Service Revenue $12,232

Investment Income $3,215

Other Revenue $0

TOTAL REVENUE $605,169

Expense Breakdown

Grants Paid $111,722

Salaries & Benefits $702,904

Fundraising Expenses $0

Program Expenses $798,778

Other Expenses $319,345

TOTAL EXPENSES $1,133,971

Year-over-Year Comparison

	2025	2024	Change
Revenue	$605,169	$2,554,928	-0.8%
Expenses	$1,133,971	$2,178,195	-0.5%
Net Income	$-528,802	$376,733	-2.4%

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

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

$451,848

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID J CONVERSE	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY GARDNER	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN J CONDINO	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES CAPONE	DIRECTOR	1.00	Director	$0	$0	$0
LISA L'HUILLIER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL WARNECK	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT AIKEN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT ALIASSO JR	CHAIRMAN	1.00	Officer Director	$0	$0	$0
W EDWARD WALLDROFF	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
WILLIAM W JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MARSHALL WEIR	CEO	40.00	Officer	$122,677	$51,643	$174,320
LYLE EATON	CFO - THROUGH 12/31/25	40.00	Officer	$89,886	$13,750	$103,636
DORENA L KIMBALL	CFO - EFFEC 1/1/26	40.00	Officer	$14,951	$0	$14,951
JAY MATTESON	DEPUTY CEO	40.00	Officer	$108,559	$50,382	$158,941

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	$605,169	$1,133,971	$3,613,822	$-528,802
2024	No data	No data	No data	No data
2023	$1,769,039	$2,478,001	$5,283,049	$-708,962
2022	$1,546,169	$1,391,873	$5,612,112	$154,296
2022	$630,894	$635,225	$5,443,674	$-4,331
2021	$1,176,174	$985,486	$3,609,237	$190,688
2020	$1,160,745	$1,045,234	$3,430,162	$115,511
2019	$789,444	$1,206,684	$3,368,566	$-417,240
2018	$484,435	$979,944	$3,736,456	$-495,509

JEFFERSON COUNTY LOCAL DEVELOPMENT CORPORATION