JEFFERSON COUNTY PUBLIC EDUCATION FOUNDATION INC

EIN: 611021128 501(c)(3) Philanthropy & Grantmaking

LOUISVILLE, KY

Total Revenue
$1,279,351
Total Expenses
$3,425,643
Total Assets
$22,207,932
Net Assets
$22,207,932
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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
1983
Legal Domicile
KY
Principal Officer
LYNN HUETHER
Phone
5022123112
Tax Period
2024-07-01 to 2025-06-30

JEFFERSON COUNTY PUBLIC EDUCATION FOUNDATION INC, founded in 1983, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $3.4M exceeded revenue, resulting in a 168% operating deficit.

Mission

SUPPORT OF JEFFERSON COUNTY, KENTUCKY PUBLIC SCHOOLS

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $391,069
Program Service Revenue $0
Investment Income $888,282
Other Revenue $0
TOTAL REVENUE $1,279,351

Expense Breakdown

Grants Paid $3,235,080
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,308,726
Other Expenses $190,563
TOTAL EXPENSES $3,425,643

Year-over-Year Comparison

2024 2023 Change
Revenue $1,279,351 $979,621 +0.3%
Expenses $3,425,643 $2,407,263 +0.4%
Net Income $-2,146,292 $-1,427,642 +0.5%
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

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Governance

Voting Members
21
Independent Members
21
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
4
$0
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES R ALLEN IMMEDIATE PAST CHAIR 1.00
Officer Director
$0 $0 $0
ALEX CORNISH MEMBER 1.00
Director
$0 $0 $0
AUDWIN HELTON MEMBER 1.00
Director
$0 $0 $0
HENRY HEUSER JR MEMBER 1.00
Director
$0 $0 $0
LYNN HUETHER SECRETARY TREASURER 1.00
Officer Director
$0 $0 $0
FRANKLIN JELSMA CHAIRMAN 1.00
Officer Director
$0 $0 $0
RYAN JONES MEMBER 1.00
Director
$0 $0 $0
KEVIN JOYNT MEMBER 1.00
Director
$0 $0 $0
CHRISTI LANIER-ROBINSON MEMBER 1.00
Director
$0 $0 $0
JOHN MARSHALL MEMBER 1.00
Director
$0 $0 $0
ELIZABETH MAYS VICE CHAIR 1.00
Officer Director
$0 $0 $0
JUSTIN MORRIS MEMBER 1.00
Director
$0 $0 $0
BRIGITTE OWENS MEMBER 1.00
Director
$0 $0 $0
MARTY POLLIO MEMBER 1.00
Director
$0 $0 $0
MITCH RUE MEMBER 1.00
Director
$0 $0 $0
KEN SELVAGGI MEMBER 1.00
Director
$0 $0 $0
SEEMA SHETH MEMBER 1.00
Director
$0 $0 $0
MARK SHIRKNESS MEMBER 1.00
Director
$0 $0 $0
KEVIN SHURN MEMBER 1.00
Director
$0 $0 $0
CARL THOMAS MEMBER 1.00
Director
$0 $0 $0
CAROL TIMMONS MEMBER 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 $1,279,351 $3,425,643 $22,207,932 $-2,146,292
2024 $979,621 $2,407,263 $22,154,827 $-1,427,642
2023 $20,886,826 $1,531,884 $21,584,986 $19,354,942
2022 $266,340 $313,503 $1,993,627 $-47,163
2021 $267,739 $344,425 $2,278,942 $-76,686
2020 $398,320 $759,662 $1,989,673 $-361,342
2019 $729,732 $771,585 $2,331,850 $-41,853
2018 $990,433 $1,907,583 $2,284,936 $-917,150
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