THE JEFFIE FOUNDATION (EIN 842737936) - 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

2019

Legal Domicile

Principal Officer

LAUREN I NORTON

Phone

6173659171

Tax Period

2023-08-01 to 2024-07-31

THE JEFFIE FOUNDATION, founded in 2019, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $7K in total revenue in fiscal year 2023. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $107K exceeded revenue, resulting in a 1350% operating deficit.

Mission

TO HELP YOUNG PEOPLE WHO ASPIRE TO RIDE AND CARE FOR HORSES, BUT DO NOT HAVE THE FINANCIAL MEANS TO PURSUE THEIR DREAM, DEVELOP EQUESTRIAN SKILLS AND BE A PART OF THE EQUESTRIAN WORLD.

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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 $54,605

Program Service Revenue $0

Investment Income $-47,210

Other Revenue $0

TOTAL REVENUE $7,395

Expense Breakdown

Grants Paid $82,800

Salaries & Benefits $0

Fundraising Expenses $3,368

Program Expenses $87,268

Other Expenses $24,434

TOTAL EXPENSES $107,234

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,395	$68,546	-0.9%
Expenses	$107,234	$64,234	+0.7%
Net Income	$-99,839	$4,312	-24.2%

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
LAUREN I NORTON	TRUSTEE	1.00	Director	$0	$0	$0
DEACON H CHAPIN	TRUSTEE	1.00	Director	$0	$0	$0
SARAH F WILKINS	TRUSTEE	1.00	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	No data	No data	No data	No data
2024	$7,395	$107,234	$1,154,101	$-99,839
2023	$68,546	$64,234	$1,100,682	$4,312
2022	$71,366	$53,037	$1,326,483	$18,329
2020	$890,779	$328	$890,451	$890,451

THE JEFFIE FOUNDATION