CONNECTION FUND - JEFFERSON INC (EIN 454315358) - 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

2012

Legal Domicile

Principal Officer

STEPHEN ABSHIRE

Phone

8603435500

Tax Period

2024-07-01 to 2025-06-30

CONNECTION FUND - JEFFERSON INC, founded in 2012, is a small nonprofit in the Housing & Shelter sector that reported $261K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $377K exceeded revenue, resulting in a 44% operating deficit.

Mission

TO DEVELOP, IMPLEMENT AND OPERATE AFFORDABLE, SUPPORTED HOUSING FOR CHRONIC MENTALLY DISABLED INDIVIDUALS.

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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 $0

Program Service Revenue $257,133

Investment Income $2,355

Other Revenue $1,561

TOTAL REVENUE $261,049

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,486

Fundraising Expenses $0

Program Expenses $308,877

Other Expenses $310,399

TOTAL EXPENSES $376,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$261,049	$209,429	+0.2%
Expenses	$376,885	$331,108	+0.1%
Net Income	$-115,836	$-121,679	0.0%

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

$775,430

Total Directors

$448,479

Key Employees

$275,908

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY WALLACE	CHAIR	1.50	Officer Director	$0	$0	$0
JOANN ZAMPARO	VICE CHAIR	1.50	Officer Director	$0	$0	$0
LISA DEMATTEIS-LEPORE	CEO	3.00	Officer Director	$0	$45,754	$448,479
STEPHEN ABSHIRE	CFO	3.00	Officer	$0	$51,418	$326,951
BETH CONNOR	CHIEF PROGRAM OFFICER	3.00	Key Emp	$0	$31,407	$275,908
JESSICA SMITH	DEPUTY CHIEF OF BUSINESS D	1.00	Highest	$0	$27,535	$194,615
SUSAN PHILLIPS	DIRECTOR OF QUALITY, INFOR	1.00	Highest	$0	$20,688	$132,290

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	$261,049	$376,885	$3,321,778	$-115,836
2024	No data	No data	No data	No data
2023	$204,610	$301,052	$3,446,640	$-96,442
2022	$200,316	$289,721	$3,515,288	$-89,405
2021	$194,355	$308,908	$3,641,416	$-114,553
2020	$194,238	$327,713	$3,658,087	$-133,475
2019	$208,224	$303,150	$3,767,376	$-94,926

CONNECTION FUND - JEFFERSON INC