JEFFERSON COMMUNITY FOUNDATION (EIN 834204994) - 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

2019

Legal Domicile

Principal Officer

JAMES GARVEY

Phone

5042641237

Tax Period

2023-01-01 to 2023-12-31

JEFFERSON COMMUNITY FOUNDATION, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $543K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $85K, a strong 16% operating margin.

Mission

THE JEFFERSON COMMUNITY FOUNDATION IS A NON-PROFIT ORGANIZATION (CONT. ON SCH O)DEDICATED TO EFFECTIVE UTILIZATION OF DONATED FUNDS TO ADDRESS CRITICAL COMMUNITY NEEDS. WE BELIEVE THAT THROUGH THE POWER OF PHILANTHROPY, WE CAN CHANGE LIVES AND ALTER OTHERWISE DISAPPOINTING OUTCOMES FOR MANY OF THE NEEDIEST HERE IN JEFFERSON PARISH. IN PARTNERSHIP WITH THE GREATER NEW ORLEANS FOUNDATION, OUR RESOURCES ARE PRUDENTLY MANAGED SO THAT YOUR DONATIONS CAN WORK QUICKLY FOR THE CHANGE THAT WE ALL WANT TO SEE. JCF WORKS HARD TO HELP OUR DONORS MAXIMIZE THEIR INVESTMENT, AND WE ARE FREQUENTLY ABLE TO LEVERAGE THE DONATIONS WE RECEIVE BY OBTAINING MATCHING GIFTS FROM OTHER LIKE-MINDED DONORS OR IN COOPERATION WITH PUBLIC ENTITIES. THROUGH CAREFUL INVESTMENT OF DONOR FUNDS, WE ARE ABLE TO STRENGTHEN OUR COMMUNITY AND GIVE A GENEROUS BOOST TO THE QUALITY OF LIFE HERE IN JEFFERSON PARISH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $558,119

Program Service Revenue $7,625

Investment Income $1,726

Other Revenue $-24,185

TOTAL REVENUE $543,285

Expense Breakdown

Grants Paid $104,050

Salaries & Benefits $105,461

Fundraising Expenses $34,150

Program Expenses $367,442

Other Expenses $248,728

TOTAL EXPENSES $458,239

Year-over-Year Comparison

	2023	2022	Change
Revenue	$543,285	$663,272	-0.2%
Expenses	$458,239	$410,864	+0.1%
Net Income	$85,046	$252,408	-0.7%

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

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

$98,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA LEBLANC	BOARD MEMBER	1.00	Director	$0	$0	$0
LOUIS LAURICELLA	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNDA NUGENT SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
HENRY SHANE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN K ROBERTS III	SECRETARY	1.00	Officer Director	$0	$0	$0
MICKAL ADLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH EWELL JR	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES GARVEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
GORDON WADGE	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILIP REBOWE	BOARD MEMBER	1.00	Director	$0	$0	$0
RONNIE SLONE	BOARD MEMBER	1.00	Director	$0	$0	$0
DARRYL WARD	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGHAN DONELON	TREASURER	1.00	Officer Director	$0	$0	$0
TIM COULON	BOARD MEMBER	1.00	Director	$0	$0	$0
PAMELA WATSON	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN DWYER	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM HUDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAUDIA SHABETAI	BOARD MEMBER	1.00	Director	$0	$0	$0
JOLENA BROUSSARD	BOARD MEMBER	1.00	Director	$0	$0	$0
OSCAR CHIMAL	BOARD MEMBER	1.00	Director	$0	$0	$0
DR SHONDRA WILLIAMS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTINE BRIEDE	EXECUTIVE DIRECTOR	40.00	Officer	$98,500	$0	$98,500

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	No data	No data	No data	No data
2023	$543,285	$458,239	$928,599	$85,046
2022	$663,272	$410,864	$825,050	$252,408
2021	$482,317	$172,324	$560,127	$309,993
2020	$98,016	$80,773	$240,805	$17,243
2019	$294,183	$81,528	$216,725	$212,655

JEFFERSON COMMUNITY FOUNDATION