JEFFERSON COUNTY EDUCATION ASSOCIATION (EIN 840583975) - 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

1968

Legal Domicile

Principal Officer

BROOKE WILLIAMS

Phone

3032326405

Tax Period

2024-09-01 to 2025-08-31

JEFFERSON COUNTY EDUCATION ASSOCIATION, founded in 1968, is a small nonprofit in the Employment sector that reported $388K in total revenue in fiscal year 2024. The organization ran a surplus of $63K, a strong 16% operating margin.

Mission

EMPOWER EDUCATORS AND PROMOTE PROFESSIONAL RIGHTS, RESPONSIBILITIES, AND PRACTICES TO ACHIEVE EXCELLENCE IN PUBLIC EDUCATION. ASSOCIATION ACTIVITIES ARE FUNDED PRIMARILY BY MEMBERSHIP DUES.

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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 $32,800

Program Service Revenue $368,151

Investment Income $1,050

Other Revenue $-14,028

TOTAL REVENUE $387,973

Expense Breakdown

Grants Paid $0

Salaries & Benefits $163,907

Fundraising Expenses $0

Other Expenses $161,068

TOTAL EXPENSES $324,975

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,973	$372,786	+0.0%
Expenses	$324,975	$375,311	-0.1%
Net Income	$62,998	$-2,525	-25.9%

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

N/A

Volunteers

2990

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

$163,907

Total Directors

$163,907

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BROOKE WILLIAMS	PRESIDENT	40.00	Officer Director	$163,907	$0	$163,907
DALE MUNHOLLAND	VICE PRESIDE	0.00	Officer Director	$0	$0	$0
ANDREW GITNER	TREASURER	0.00	Officer Director	$0	$0	$0
ANG ANDERSON	SECRETARY	0.00	Officer Director	$0	$0	$0
STEVEN KELLEY	DIRECTOR	0.00	Director	$0	$0	$0
DAVID HOLT	DIRECTOR	0.00	Director	$0	$0	$0
ASHLEE HOPPE	DIRECTOR	0.00	Director	$0	$0	$0
RICHARD SANCHEZ	DIRECTOR	0.00	Director	$0	$0	$0
KARI GERY	DIRECTOR	0.00	Director	$0	$0	$0
COLLIN FERRARO	DIRECTOR	0.00	Director	$0	$0	$0
MICHELLE MOEHLIS	DIRECTOR	0.00	Director	$0	$0	$0
KATIE CAHILL	DIRECTOR	0.00	Director	$0	$0	$0
SARAH GALLAGHER	DIRECTOR	0.00	Director	$0	$0	$0
CHERI CAHILL	DIRECTOR	0.00	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	$387,973	$324,975	$1,429,699	$62,998
2024	$372,786	$375,311	$1,308,030	$-2,525
2023	$291,121	$309,774	$1,209,753	$-18,653
2022	$220,004	$241,998	$1,270,803	$-21,994
2021	$261,836	$254,205	$1,271,046	$7,631
2020	$265,524	$260,047	$1,250,130	$5,477
2019	$323,199	$357,360	$1,195,412	$-34,161
2018	$304,051	$275,427	$1,234,664	$28,624

JEFFERSON COUNTY EDUCATION ASSOCIATION