THE JEFFERSON FOUNDATION (EIN 840970315) - 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

1983

Legal Domicile

Principal Officer

COURTNEY JENSEN

Phone

3039822210

Tax Period

2023-07-01 to 2024-06-30

THE JEFFERSON FOUNDATION, founded in 1983, is a small nonprofit in the Education sector that reported $472K in total revenue in fiscal year 2023. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 131% operating deficit.

Mission

ENSURE STUDENTS THRIVE THROUGH EQUITABLE, EXCELLENT, AND ENGAGING EDUCATIONAL EXPERIENCES.

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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 $405,362

Program Service Revenue $0

Investment Income $50,480

Other Revenue $15,664

TOTAL REVENUE $471,506

Expense Breakdown

Grants Paid $557,992

Salaries & Benefits $284,728

Fundraising Expenses $140,674

Program Expenses $766,712

Other Expenses $247,032

TOTAL EXPENSES $1,089,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$471,506	$2,171,632	-0.8%
Expenses	$1,089,752	$1,616,988	-0.3%
Net Income	$-618,246	$554,644	-2.1%

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

100

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

$95,469

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPHINE HUELSKAMP	CHAIR	2.00	Officer Director	$0	$0	$0
DAYNA ASHLEY-OEHM	TREASURER	5.00	Officer Director	$0	$0	$0
PAM BRIER	SECRETARY	1.00	Officer Director	$0	$0	$0
KAMI WELCH	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD RUSH	DIRECTOR	1.00	Director	$0	$0	$0
ADELE WILSON	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON SCHECK	DIRECTOR	1.00	Director	$0	$0	$0
KARI ECKERT	DIRECTOR	1.00	Director	$0	$0	$0
MARDI JONES	DIRECTOR	1.00	Director	$0	$0	$0
MEG HOLLINGSWORTH	DIRECTOR	1.00	Director	$0	$0	$0
TARA CURRY-JAHN	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY JENSEN	EXECUTIVE DI	40.00	Officer	$0	$24,224	$95,469

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	No data	No data	No data	No data
2024	$471,506	$1,089,752	$2,535,630	$-618,246
2023	$2,171,632	$1,616,988	$2,991,662	$554,644
2022	$1,357,440	$1,897,664	$2,528,627	$-540,224
2021	$1,486,380	$1,205,326	$2,921,975	$281,054
2020	$1,792,237	$902,450	$2,453,974	$889,787
2019	$1,129,896	$1,121,524	$1,532,326	$8,372
2018	$1,124,607	$1,043,192	$1,681,561	$81,415

THE JEFFERSON FOUNDATION