JEFFERSON COMMUNITY FOUNDATION (EIN 841682682) - 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

2005

Legal Domicile

Principal Officer

SIOBHAN CANTY

Phone

3603851729

Tax Period

2023-01-01 to 2023-12-31

JEFFERSON COMMUNITY FOUNDATION, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $702K, a strong 31% operating margin.

Mission

JCF CONNECTS PEOPLE, IDEAS, AND RESOURCES TO BUILD A FUTURE OF OPPORTUNITY FOR ALL IN JEFFERSON COUNTY.

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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 $2,120,443

Program Service Revenue $33,672

Investment Income $84,018

Other Revenue $0

TOTAL REVENUE $2,238,133

Expense Breakdown

Grants Paid $811,656

Salaries & Benefits $453,031

Fundraising Expenses $54,366

Program Expenses $1,368,137

Other Expenses $271,298

TOTAL EXPENSES $1,535,985

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,238,133	$1,638,939	+0.4%
Expenses	$1,535,985	$1,542,105	0.0%
Net Income	$702,148	$96,834	+6.3%

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

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

$114,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERESA VERRAES	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
KATIE OMAN	TREASURER	2.00	Officer Director	$0	$0	$0
KATE ROOSEVELT	SECRETARY	3.00	Officer Director	$0	$0	$0
AMANDA GRACE	CHAIR	5.00	Officer Director	$0	$0	$0
HEIDI EISENHOUR	DIRECTOR	1.00	Director	$0	$0	$0
SUSEA ALBEE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE O'CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL PACE	DIRECTOR	1.00	Director	$0	$0	$0
SIOBHAN CANTY	CEO	50.00	Officer	$114,800	$0	$114,800

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	$2,238,133	$1,535,985	$5,044,983	$702,148
2022	$1,638,939	$1,542,105	$3,882,274	$96,834
2021	$2,157,005	$1,702,390	$3,965,301	$454,615
2020	$1,946,392	$1,499,090	$3,220,341	$447,302
2019	$981,810	$687,583	$2,604,400	$294,227
2018	$774,191	$526,733	$2,095,128	$247,458

JEFFERSON COMMUNITY FOUNDATION