JEFFERSON ELDER CARE (EIN 541744905) - 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

2002

Legal Domicile

Principal Officer

DABNEY S WELLFORD JR

Phone

4348175223

Tax Period

2020-10-01 to 2021-09-30

JEFFERSON ELDER CARE, founded in 2002, is a community nonprofit in the Human Services sector that reported $3.7M in total revenue in fiscal year 2017. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $3.5M left a modest 5% surplus.

Mission

JEFFERSON ELDER CARE'S PURPOSE WAS THE PROVISION OF AN AFFORDABLE ASSISTED LIVING FACILITY IMPROVEMENT FOR THE ELDERLY POPULATION IN PLANNING DISTRICT TEN OF THE COMMONWEALTH OF VIRGINIA. THE FACILITY WAS SOLD IN 2019, WITH CERTAIN COMMITMENTS FOR STRUCTURAL REPAIRS BY JEFFERSON ELDER CARE. THE REPAIRS WERE COMPLETED AND FULLY PAID FOR IN 2021 RESULTING IN ALL OBLIGATIONS BEING MET.

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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 (2020)

Revenue Breakdown

Contributions & Grants $770,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $770,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,586

Fundraising Expenses $0

Program Expenses $744,930

Other Expenses $748,031

TOTAL EXPENSES $771,617

Year-over-Year Comparison

	2020	2019	Change
Revenue	$770,000	$97,025	+6.9%
Expenses	$771,617	$72,115	+9.7%
Net Income	$-1,617	$24,910	-1.1%

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

$256,755

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR MARTIN SILVERMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN JACKSON	VICE PRESIDENT/SECRETARY	1.00	Officer Director	$0	$0	$0
LAURENCE PAXTON	CFO	2.00	Officer	$0	$19,049	$104,177
MARTA KEANE	CEO	1.00	Officer	$0	$22,609	$152,578

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
2021	$770,000	$771,617	$2,313	$-1,617
2019	$590,438	$1,656,500	$35,020	$-1,066,062
2018	$3,651,074	$3,470,744	$1,699,675	$180,330

JEFFERSON ELDER CARE