Jefferson County Schools Public Education Foundation Inc (EIN 582099274) - 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

1992

Legal Domicile

Phone

2053792216

Tax Period

2024-10-01 to 2025-09-30

Jefferson County Schools Public Education Foundation Inc, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $435K in total revenue in fiscal year 2016. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $595K exceeded revenue, resulting in a 37% operating deficit.

Mission

To assist the Jefferson County School system by securing additional resources while heightening the community awareness of system needs and opportunties

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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 (2024)

Revenue Breakdown

Contributions & Grants $408,132

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $408,132

Expense Breakdown

Grants Paid $369,103

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $369,103

Other Expenses $89,404

TOTAL EXPENSES $458,507

Year-over-Year Comparison

	2024	2023	Change
Revenue	$408,132	$270,440	+0.5%
Expenses	$458,507	$285,939	+0.6%
Net Income	$-50,375	$-15,499	+2.3%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Gertrudis Hunter	Executive Dir.	Director	$0	$0	$0
Melissa Mckie	President	Officer	$0	$0	$0
Lisa Fox	Treasurer	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
2025	$408,132	$458,507	$142,858	$-50,375
2024	$270,440	$285,939	$193,233	$-15,499
2023	$270,476	$235,702	$208,732	$34,774
2022	$511,506	$518,309	$173,958	$-6,803
2021	$442,442	$423,967	$184,290	$18,475
2020	$408,087	$508,415	$164,500	$-100,328
2019	$399,116	$508,135	$263,550	$-109,019
2018	$328,356	$525,099	$349,672	$-196,743
2017	$435,288	$595,126	$546,415	$-159,838

Jefferson County Schools Public Education Foundation Inc