THE GREATER JEFFERSON COUNTY FOUNDATION (EIN 510172078) - 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

1975

Legal Domicile

Principal Officer

MARY WEBB

Phone

6414720758

Tax Period

2024-04-01 to 2025-03-31

THE GREATER JEFFERSON COUNTY FOUNDATION, founded in 1975, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $703K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Net assets of $7.3M represent 125 months of operating reserves.

Mission

THE GREATER JEFFERSON COUNTY FOUNDATION RECEIVES, ACCEPTS AND DISTRIBUTES FUNDS FOR EDUCATIONAL, CULTURAL, CIVIC AND CHARITABLE PURPOSES FOR THE BENEFIT OF THE GREATER COMMUNITY OF JEFFERSON COUNTY, IOWA.

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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 $277,628

Program Service Revenue $0

Investment Income $423,300

Other Revenue $1,918

TOTAL REVENUE $702,846

Expense Breakdown

Grants Paid $624,360

Salaries & Benefits $8,871

Fundraising Expenses $0

Program Expenses $624,360

Other Expenses $79,234

TOTAL EXPENSES $712,465

Year-over-Year Comparison

	2024	2023	Change
Revenue	$702,846	$925,403	-0.2%
Expenses	$712,465	$1,200,429	-0.4%
Net Income	$-9,619	$-275,026	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIZ BUNNELL	DIRECTOR	1.00	Director	$0	$0	$0
KEEGAN DRISH	DIRECTOR	1.00	Director	$0	$0	$0
MATT EAKINS	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
LEANNE EDGETON	DIRECTOR	1.00	Director	$0	$0	$0
JIM FLINSPACH	DIRECTOR	1.00	Director	$0	$0	$0
DALE SUE GLASS	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT HOLT	DIRECTOR	1.00	Director	$0	$0	$0
LISA MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
SPENCER PETERMAN	TREASURER	1.00	Officer Director	$0	$0	$0
STEVE SMALL	DIRECTOR	1.00	Director	$0	$0	$0
TOM VOORHEES	DIRECTOR	1.00	Director	$0	$0	$0
MARY WEBB	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAT WHEELER	DIRECTOR	1.00	Director	$0	$0	$0
KATHY WINKLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
DR RAY WOODY	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
2025	$702,846	$712,465	$7,349,485	$-9,619
2024	$925,403	$1,200,429	$7,430,751	$-275,026
2023	$373,225	$529,463	$6,858,863	$-156,238
2022	$1,435,385	$525,715	$7,805,395	$909,670
2021	$1,941,081	$604,279	$7,400,106	$1,336,802
2020	$1,082,401	$716,383	$4,584,886	$366,018
2019	$977,705	$744,513	$4,807,154	$233,192

THE GREATER JEFFERSON COUNTY FOUNDATION