JEFFERSON COMMUNITY FOUNDATION (EIN 396712170) - 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

1999

Legal Domicile

Phone

9203970038

Tax Period

2024-07-01 to 2025-06-30

JEFFERSON COMMUNITY FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $507K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 26% operating margin.

Mission

THE JEFFERSON COMMUNITY FOUNDATION WAS FOUNDED IN 1999 TO RECEIVE DONATIONS OF CASH OR PROPERTY AND TO ADMINISTER THOSE ASSETS FOR THE EDUCATIONAL, CULTURAL AND CHARITABLE BENEFIT OF THE CITIZENS IN THE JEFFERSON WISCONSIN AREA.

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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 $438,842

Program Service Revenue $0

Investment Income $67,973

Other Revenue $0

TOTAL REVENUE $506,815

Expense Breakdown

Grants Paid $335,457

Salaries & Benefits $17,814

Fundraising Expenses $0

Program Expenses $357,573

Other Expenses $23,350

TOTAL EXPENSES $376,621

Year-over-Year Comparison

	2024	2023	Change
Revenue	$506,815	$336,882	+0.5%
Expenses	$376,621	$233,715	+0.6%
Net Income	$130,194	$103,167	+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

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
SANDRAD G HAHN	BOARD MBR	0.00	Director	$0	$0	$0
JACOB E GIBSON	BOARD MBR	0.00	Director	$0	$0	$0
BRENT R RUEHLOW	BOARD MBR	0.00	Director	$0	$0	$0
PAUL R DIDION	CHAIR	5.00	Officer Director	$0	$0	$0
JILL M SUKOW	BOARD MBR	0.00	Director	$0	$0	$0
BRIAN BIWER	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
TIFFANY A PERNAT	TREASURER	5.00	Officer Director	$0	$0	$0
SHANNON MOONEY	BOARD MBR	0.00	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	$506,815	$376,621	$2,969,790	$130,194
2024	$336,882	$233,715	$2,171,155	$103,167
2023	$345,885	$250,669	$2,109,667	$95,216
2023	$297,095	$489,905	$2,170,669	$-192,810
2022	$413,804	$236,247	$2,002,581	$177,557
2021	$212,975	$247,043	$1,825,024	$-34,068
2020	$89,309	$202,787	$1,859,092	$-113,478
2019	$199,490	$444,046	$1,989,323	$-244,556

JEFFERSON COMMUNITY FOUNDATION