THE JEFFERSON COUNTY EDUCATION ASS… - Form 990 Financial Data

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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

1999

Principal Officer

BROOKE WILLIAMS

Phone

3032326405

Tax Period

2024-09-01 to 2025-08-31

THE JEFFERSON COUNTY EDUCATION ASSOCIATION EXCELLENCE FUND, founded in 1999, is a micro nonprofit in the Education sector that reported $10K in total revenue in fiscal year 2024. The organization ran a surplus of $8K, a strong 87% operating margin.

Mission

THE EXCELLENCE FUND SUPPORTS FUTURE AND CURRENT TEACHERS BY PROVIDING FUNDS TO FURTHER THEIR EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $1,000

TO PROVIDE SCHOLARHSIPS FOR ASPIRING EDUCATORS AND GRANTS FOR CURRENT EDUCATORS TO GROW AND SUPPORT THEIR PROFESSIONAL SKILLS.

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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 $8,697

Program Service Revenue $0

Investment Income $957

Other Revenue $0

TOTAL REVENUE $9,654

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $240

Program Expenses $1,000

Other Expenses $240

TOTAL EXPENSES $1,240

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,654	$9,833	0.0%
Expenses	$1,240	$34,752	-1.0%
Net Income	$8,414	$-24,919	-1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANG ANDERSON	SECRETARY	N/A	Officer Director	$0	$0	$0
ANDREW GITNER	TREASURER	N/A	Officer Director	$0	$0	$0
DALE MUNHOLLAND	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
BROOKE WILLIAMS	PRESIDENT	N/A	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	$9,654	$1,240	$1,427,393	$8,414
2024	$9,833	$34,752	$1,468,897	$-24,919
2022	$144,134	$54,409	$1,513,612	$89,725
2021	$202,189	$40,084	$1,420,887	$162,105
2020	$208,838	$45,287	$1,258,782	$163,551
2019	$41,032	$22,047	$1,095,231	$18,985
2018	$557,815	$10,756	$651,368	$547,059
2018	$991,090	$14,741	$1,087,974	$976,349

THE JEFFERSON COUNTY EDUCATION ASSOCIATION EXCELLENCE FUND