Martha Jefferson House (EIN 541401371) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Phone

4342936136

Tax Period

2023-10-01 to 2024-09-30

MARTHA JEFFERSON HOUSE, founded in 1986, is a community nonprofit in the Health Care sector that reported $4.9M in total revenue in fiscal year 2017. Expenses of $5.5M exceeded revenue, resulting in a 13% operating deficit.

Mission

Martha Jefferson House is a senior living residential community which provides independent living, assisted living, and full time nursing care.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,071

Program Service Revenue $6,757,493

Investment Income $367,878

Other Revenue $0

TOTAL REVENUE $7,134,442

Expense Breakdown

Grants Paid $109,300

Salaries & Benefits $4,815,568

Fundraising Expenses $0

Program Expenses $6,413,043

Other Expenses $2,200,192

TOTAL EXPENSES $7,125,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,134,442	$6,245,533	+0.1%
Expenses	$7,125,060	$6,902,418	+0.0%
Net Income	$9,382	$-656,885	-1.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

154

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

$167,231

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Parrott	Former CEO	40.00	Officer	$152,256	$14,975	$167,231
Lee Nunn	Chair/Treasurer	1.00	Officer Director	$0	$0	$0
Randi Carr	Secretary	1.00	Officer Director	$0	$0	$0
Dr Paul Read	Director	1.00	Director	$0	$0	$0
William Talbott	Director	1.00	Director	$0	$0	$0
Kathryn Cross	Vice Chair	1.00	Officer Director	$0	$0	$0
Fred L Borch III	Director	1.00	Director	$0	$0	$0
Sartaj Alag	Director	1.00	Director	$0	$0	$0
Tom May	Director	1.00	Director	$0	$0	$0
Brian Moriarty	Director	1.00	Director	$0	$0	$0
Laurence Larry Paxton	Director	1.00	Director	$0	$0	$0
Jessie Haden	Res. Director	1.00	Director	$0	$0	$0
Rebecca Griffith	CEO	40.00	Officer	$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	$7,134,442	$7,125,060	$12,807,224	$9,382
2023	$6,245,533	$6,902,418	$11,966,387	$-656,885
2022	$5,863,867	$6,591,560	$11,964,698	$-727,693
2021	$6,390,092	$5,753,454	$12,864,476	$636,638
2020	$5,016,278	$5,741,802	$12,377,384	$-725,524
2019	$4,392,289	$5,442,401	$12,531,334	$-1,050,112
2018	$4,858,791	$5,501,405	$13,796,643	$-642,614

Martha Jefferson House