JEFFERSON ACADEMY PARENT TEACHER ORGANIZATION (EIN 841281124) - 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

1994

Legal Domicile

Principal Officer

STEFANIE HALE

Phone

7038518789

Tax Period

2024-07-01 to 2025-06-30

JEFFERSON ACADEMY PARENT TEACHER ORGANIZATION, founded in 1994, is a small nonprofit in the Education sector that reported $178K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $204K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO BRING THE SCHOOL COMMUNITY TOGETHER, AND TO DEVELOP AND ENCOURAGE INVOLVEMENT OF PARENTS AND STUDENTS TO VOLUNTEER THEIR TIME AND TALENTS TO THE SCHOOL. TO FINANCIALLY SUPPORT FACULTY SPECIAL NEEDS. TO DEVELOP FINANCIAL SOUNDNESS AND GROWTH TO MEET THE NEEDS OF THE SCHOOL, AND TO ADHERE TO THE PHILOSOPHY OF THE JEFFERSON ACADEMY SCHOOLS BOARD MISSION STATEMENT.

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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 $14,149

Program Service Revenue $57,544

Investment Income $0

Other Revenue $106,791

TOTAL REVENUE $178,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,306

Other Expenses $203,553

TOTAL EXPENSES $203,553

Year-over-Year Comparison

	2024	2023	Change
Revenue	$178,484	$161,588	+0.1%
Expenses	$203,553	$180,892	+0.1%
Net Income	$-25,069	$-19,304	+0.3%

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

373

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLI CAMPBELL	PRESIDENT	4.00	Officer Director	$0	$0	$0
STEFANIE HALE	TREASURER	5.00	Officer Director	$0	$0	$0
JESSICA SIMS	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
KRISSY WISEMAN	SECRETARY	4.00	Officer Director	$0	$0	$0
CARIN MILLER	PARENT-AT-LARGE (PRIMARY)	4.00	Officer Director	$0	$0	$0
APRIL MOSTEK	PARENT AT LARGE (INTERMEDI	4.00	Officer Director	$0	$0	$0
NICOLE LINDSEY	TEACHER REPRESENTATIVE	4.00	Officer 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	$178,484	$203,553	$24,531	$-25,069
2024	$161,588	$180,892	$49,600	$-19,304
2023	$172,850	$177,541	$68,904	$-4,691
2022	$157,592	$177,331	$73,596	$-19,739
2021	$109,557	$63,041	$93,335	$46,516
2020	$172,365	$194,318	$48,041	$-21,953
2019	$79,858	$59,925	$69,994	$19,933

JEFFERSON ACADEMY PARENT TEACHER ORGANIZATION