JEFFERSONIAN PROJECT (EIN 462233126) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

MRS LISA B NELSON

Phone

7033730933

Tax Period

2023-01-01 to 2023-12-31

Jeffersonian Project, founded in 2012, is a small nonprofit in the Civil Rights & Advocacy sector that reported $400K in total revenue in fiscal year 2020. Revenue surged 767% from the prior year, signaling strong growth momentum. The organization ran a surplus of $146K, a strong 37% operating margin.

Mission

EDUCATE THE PUBLIC AND GOVERNMENT POLICY MAKERS BY PROVIDING NONPARTISAN RESEARCH.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $140,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $140,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $124,107

Fundraising Expenses $0

Program Expenses $112,923

Other Expenses $42,562

TOTAL EXPENSES $166,669

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,000	$77,000	+0.8%
Expenses	$166,669	$202,308	-0.2%
Net Income	$-26,669	$-125,308	-0.8%

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

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

$705,053

Total Directors

Key Employees

$260,001

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA NELSON	CEO	1.00	Officer	$0	$9,534	$442,852
LISA BOWEN	CFO	1.00	Officer	$0	$34,893	$262,201
JONATHAN WILLIAMS	CHIEF ECONOMIST	2.00	Key Emp	$0	$34,809	$260,001
MARIE VULAJ	VP-PARTNERSHIPS & ENGAGEMENTS	1.00	Highest	$0	$33,362	$232,785
LEE SCHALK	SENIOR DIRECTOR OF POLICY	1.00	Highest	$0	$27,176	$188,715
MICHAEL BOWMAN PRESIDENT	SR. FELLOW OF ALEC - UNTIL 12/2023	18.00	Highest	$0	$16,495	$160,495
LINDA UPMEYER	DIRECTOR	1.00	Director	$0	$0	$0
ADAM BRANDON	DIRECTOR - UNTIL 10/2023	1.00	Director	$0	$0	$0
BILL CARMICHAEL	DIRECTOR	1.00	Director	$0	$0	$0
WILHELM MEIERLING	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
2024	No data	No data	No data	No data
2023	$140,000	$166,669	$219,856	$-26,669
2022	$77,000	$202,308	$99,055	$-125,308
2021	$114,779	$291,695	$101,652	$-176,916
2020	$400,000	$253,615	$211,741	$146,385

JEFFERSONIAN PROJECT