Jefferson Housing Inc (EIN 582085883) - 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

1993

Legal Domicile

Principal Officer

DON G WELLONS

Phone

9108920436

Tax Period

2025-01-01 to 2025-12-31

Jefferson Housing Inc, founded in 1993, is a small nonprofit in the Housing & Shelter sector that reported $505K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $451K left a modest 11% surplus.

Mission

Reduced rent housing to elderly and handicapped

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $505,116

Investment Income $160

Other Revenue $0

TOTAL REVENUE $505,276

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,246

Fundraising Expenses $0

Program Expenses $371,418

Other Expenses $374,528

TOTAL EXPENSES $450,774

Year-over-Year Comparison

	2025	2024	Change
Revenue	$505,276	$458,874	+0.1%
Expenses	$450,774	$483,909	-0.1%
Net Income	$54,502	$-25,035	-3.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Don G Wellons	Pres/Director	2.00	Director	$0	$0	$0
Leigh W Thompson	VP/Director	2.00	Director	$0	$0	$0
Kathy H Kennedy	Sec/Treas/Director	2.00	Director	$0	$0	$0
Lauren W White	Asst Sec/Director	2.00	Director	$0	$0	$0
Sylvia W Craft	Director	2.00	Director	$0	$0	$0
Andrea C Howard	Director	2.00	Director	$0	$0	$0
Gene T Jernigan	Director	2.00	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	$505,276	$450,774	$723,083	$54,502
2024	$458,874	$483,909	$637,773	$-25,035
2023	$380,425	$411,502	$655,742	$-31,077
2022	$373,556	$453,010	$690,632	$-79,454
2021	$364,198	$383,676	$763,931	$-19,478
2020	$351,437	$348,514	$782,319	$2,923
2019	$352,601	$378,629	$799,641	$-26,028
2018	$316,971	$351,462	$831,506	$-34,491

Jefferson Housing Inc