LOUISA EDUCATION FOUNDATION (EIN 271225131) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Phone

8042232716

Tax Period

2024-07-01 to 2025-06-30

LOUISA EDUCATION FOUNDATION, founded in 2009, is a small nonprofit in the Education sector that reported $397K in total revenue in fiscal year 2024. Revenue surged 313% from the prior year, signaling strong growth momentum. The organization ran a surplus of $268K, a strong 68% operating margin.

Mission

The Louisa Education Foundation engages community partners to fund and promote initiatives that enhance the quality of learning, and lives of students and teachers in Louisa County Public Schools.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $381,171

Program Service Revenue $0

Investment Income $2,359

Other Revenue $13,747

TOTAL REVENUE $397,277

Expense Breakdown

Grants Paid $122,067

Salaries & Benefits $0

Fundraising Expenses $669

Program Expenses $122,067

Other Expenses $6,872

TOTAL EXPENSES $128,939

Year-over-Year Comparison

	2024	2023	Change
Revenue	$397,277	$96,161	+3.1%
Expenses	$128,939	$75,203	+0.7%
Net Income	$268,338	$20,958	+11.8%

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
C DOUGLAS WHITLOCK	Director	1.00	Director	$0	$0	$0
JULIE SMITH	Director	1.00	Director	$0	$0	$0
PATRICIA HARPER	Director	1.00	Director	$0	$0	$0
NANCY HARRELL	ASST TREASURER	1.00	Officer Director	$0	$0	$0
SHERYL EUBANK	Treasurer	2.00	Officer Director	$0	$0	$0
KAITLYN KING	Director	1.00	Director	$0	$0	$0
WILL BRADFORD	Director	1.00	Director	$0	$0	$0
LLOYD RUNNETT	EX OFFICIO	1.00	Director	$0	$0	$0
BARBARA WILSON	Secretary	1.00	Officer Director	$0	$0	$0
JOSE BROWN	Director	1.00	Director	$0	$0	$0
JOHN FRANKLIN	President	1.00	Officer Director	$0	$0	$0
JAMES CAFFREY	Vice President	1.00	Officer Director	$0	$0	$0
GREG JONES	Director	1.00	Director	$0	$0	$0
J DOUG STRALEY	EX OFFICIO	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	$397,277	$128,939	$518,180	$268,338

LOUISA EDUCATION FOUNDATION