JEFF WEIKERT CONSULTING INC (EIN 824365775) - 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

2017

Legal Domicile

Principal Officer

JEFFREY WEIKERT

Phone

8503773764

Tax Period

2024-01-01 to 2024-12-31

JEFF WEIKERT CONSULTING INC, founded in 2017, is a small nonprofit in the Employment sector that reported $231K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $66K, a strong 29% operating margin.

Mission

TO PROMOTE DIVERSITY AND INCLUSION IN THE WORKPLACE, TO WORK WITH INDIVIDUALS WITH DISABILITIESTO GAIN EMPLOYMENT IN THE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $231,108

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $231,108

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,813

Fundraising Expenses $0

Program Expenses $133,367

Other Expenses $18,179

TOTAL EXPENSES $164,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$231,108	$280,535	-0.2%
Expenses	$164,992	$148,036	+0.1%
Net Income	$66,116	$132,499	-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

Governance

Voting Members

Independent Members

Employees

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

$104,372

Total Directors

$104,372

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY WEIKERT	CHIEF EXECUTIVE OFFICER	60.00	Officer Director	$104,372	$0	$104,372
SCOTT RUBRIGHT	BOARD MEMBER	2.50	Director	$0	$0	$0
PHILIP WEIKERT	TREASURER	2.50	Officer Director	$0	$0	$0
LARISSA LINCOLN	BOARD MEMBER	2.50	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
2024	$231,108	$164,992	$409,040	$66,116
2023	$280,535	$148,036	$342,924	$132,499
2022	$204,573	$147,711	$210,426	$56,862
2021	$200,376	$155,781	$153,563	$44,595
2020	$201,177	$140,338	$137,431	$60,839

JEFF WEIKERT CONSULTING INC