JEFFERSON FEDERATION OF TEACHERS HEALTH (EIN 720997884) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

1983

Legal Domicile

Principal Officer

JOE POTTS

Phone

5044557261

Tax Period

2024-09-01 to 2025-08-31

JEFFERSON FEDERATION OF TEACHERS HEALTH, founded in 1983, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2024. Expenses of $3.7M left a modest 5% surplus.

Mission

VEBA FOR THE BENEFITS OF PARTICIPANTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,749,538

Investment Income $93,327

Other Revenue $3,144

TOTAL REVENUE $3,846,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $134,438

Fundraising Expenses $0

Other Expenses $266,664

TOTAL EXPENSES $3,657,066

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,846,009	$4,001,372	0.0%
Expenses	$3,657,066	$3,899,036	-0.1%
Net Income	$188,943	$102,336	+0.8%

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

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
JOE POTTS JR	CHAIRMAN	Officer Director	$0	$0	$0
CLAY MOISE	TRUSTEE	Director	$0	$0	$0
DONNA JOSEPH	TRUSTEE	Director	$0	$0	$0
CYNTHIA BUTLER-MCINTYRE	TRUSTEE	Director	$0	$0	$0
MELADIE MUNCH	TRUSTEE	Director	$0	$0	$0
LARRY SEGURA	TRUSTEE	Director	$0	$0	$0
CHAD NUGENT	SECRETARY	Officer Director	$0	$0	$0
SANDRA HAUER	TRUSTEE	Director	$0	$0	$0
BONNETTA FRANKLIN	TRUSTEE	Director	$0	$0	$0
DR GRETCHEN WILLIAMS	TRUSTEE	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	$3,846,009	$3,657,066	$2,530,277	$188,943
2024	$4,001,372	$3,899,036	$2,503,663	$102,336
2023	$3,889,921	$3,917,120	$2,318,913	$-27,199
2022	$3,830,342	$3,871,437	$2,212,673	$-41,095
2021	$4,073,373	$4,055,274	$2,375,696	$18,099
2020	$4,145,091	$4,196,813	$2,183,955	$-51,722

JEFFERSON FEDERATION OF TEACHERS HEALTH