THOMAS JEFFERSON SCHOOL (EIN 430618908) - 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

1946

Legal Domicile

Principal Officer

JANE ROTH

Phone

3148434151

Tax Period

2024-07-01 to 2025-06-30

THOMAS JEFFERSON SCHOOL, founded in 1946, is a community nonprofit that reported $4.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

ENGAGING STUDENTS IN THE EDUCATION NECESSARY TO LIVE AS RESPONSIBLE CITIZENS OF THE WORLD.

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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 $557,859

Program Service Revenue $3,404,625

Investment Income $143,012

Other Revenue $3,858

TOTAL REVENUE $4,109,354

Expense Breakdown

Grants Paid $689,783

Salaries & Benefits $2,214,791

Fundraising Expenses $289,338

Program Expenses $3,557,739

Other Expenses $1,518,523

TOTAL EXPENSES $4,423,097

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,109,354	$3,714,230	+0.1%
Expenses	$4,423,097	$4,256,724	+0.0%
Net Income	$-313,743	$-542,494	-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

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

$166,898

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE ROTH	HEAD OF SCHOOL	60.00	Officer	$158,950	$7,948	$166,898
DR LAURIE SHORNICK	President	2.00	Officer Director	$0	$0	$0
CHINO KIM	Treasurer	2.00	Officer Director	$0	$0	$0
TOM ELLIS	Vice President	2.00	Officer Director	$0	$0	$0
DAVID GERMAN	Secretary	2.00	Officer Director	$0	$0	$0
HENRY AGBO	Trustee	2.00	Director	$0	$0	$0
TOM GOLDBERG	Trustee	2.00	Director	$0	$0	$0
LUCINDA SANTIAGO	Trustee	2.00	Director	$0	$0	$0
IRVING WILLIAMSON	Trustee	2.00	Director	$0	$0	$0
ARTIT VIBULAKAOPUN	Trustee	2.00	Director	$0	$0	$0
Amanda Cashen	Trustee	2.00	Director	$0	$0	$0
GREG PONSTINGL	Trustee	2.00	Director	$0	$0	$0
Edward Marks	Trustee	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	$4,109,354	$4,423,097	$6,983,637	$-313,743
2024	$3,714,230	$4,256,724	$6,821,657	$-542,494
2023	$4,565,994	$4,617,696	$6,953,829	$-51,702
2022	$5,155,452	$4,486,971	$7,305,666	$668,481
2021	$4,105,687	$3,854,239	$7,080,576	$251,448
2020	$3,996,608	$4,185,441	$6,651,934	$-188,833
2019	$4,204,381	$4,050,721	$7,242,412	$153,660

THOMAS JEFFERSON SCHOOL