EDC TEAM JEFFERSON (EIN 900675796) - 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

2011

Legal Domicile

Principal Officer

David Ballif

Phone

3603794693

Tax Period

2024-07-01 to 2025-06-30

EDC TEAM JEFFERSON, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $585K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

EDC Team Jefferson focuses on high-leverage, place-based activities that improve the economic well-being and quality of life for people in Jefferson County, and the living systems in which we are embedded.

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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 $571,379

Program Service Revenue $5,500

Investment Income $7,968

Other Revenue $0

TOTAL REVENUE $584,847

Expense Breakdown

Grants Paid $1,130

Salaries & Benefits $404,609

Fundraising Expenses $0

Program Expenses $464,965

Other Expenses $202,639

TOTAL EXPENSES $608,378

Year-over-Year Comparison

	2024	2023	Change
Revenue	$584,847	$492,603	+0.2%
Expenses	$608,378	$461,180	+0.3%
Net Income	$-23,531	$31,423	-1.7%

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

$122,825

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cynthia Brooks	Executive Director	40	Officer	$114,967	$7,858	$122,825
Mark Knudsen	Preisdent	2	Officer Director	$0	$0	$0
Nicole Gauthier	Vice President	2	Officer Director	$0	$0	$0
Karen Bennett	Treasurer	2	Officer Director	$0	$0	$0
Ray Sparrowe	Secretary	2	Officer Director	$0	$0	$0
Monica MickHager	Board Member	2	Director	$0	$0	$0
Pam Petranek	Board Member	2	Director	$0	$0	$0
Greg Brotherton	Board Member	2	Director	$0	$0	$0
Pete Langley	Board Member	2	Director	$0	$0	$0
Ben Frasier	Board Member	2	Director	$0	$0	$0
Jeff Randall	Board Member	2	Director	$0	$0	$0
Scott Rogers	Board Member	2	Director	$0	$0	$0
Molly Propst	Board Member	2	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	$584,847	$608,378	$303,336	$-23,531
2024	$492,603	$461,180	$333,132	$31,423
2023	$453,507	$378,877	$295,564	$74,630
2022	$380,861	$285,746	$208,272	$95,115
2021	$241,543	$153,720	$105,689	$87,823

EDC TEAM JEFFERSON