LANIER PARTNERS OF NORTH GEORGIA INC

EIN: 273131923 501(c)(3) Public & Societal Benefit

BUFORD, GA

Total Revenue
$107,705
Total Expenses
$95,354
Total Assets
$114,645
Net Assets
$37,018
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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
GA
Principal Officer
SHERIDAN RENFROE BAZEMORE
Phone
6789717365
Tax Period
2023-01-01 to 2023-12-31

LANIER PARTNERS OF NORTH GEORGIA INC, founded in 2011, is a small nonprofit in the Public & Societal Benefit sector that reported $108K in total revenue in fiscal year 2023. Expenses of $95K left a modest 11% surplus.

Mission

SEE PAGE 2 PART III

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $69,022
Program Service Revenue $0
Investment Income $0
Other Revenue $38,683
TOTAL REVENUE $107,705

Expense Breakdown

Grants Paid $71,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $71,909
Other Expenses $24,354
TOTAL EXPENSES $95,354

Year-over-Year Comparison

2023 2022 Change
Revenue $107,705 $105,875 +0.0%
Expenses $95,354 $102,649 -0.1%
Net Income $12,351 $3,226 +2.8%
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

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
85

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
3
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHERIDAN RENFROE BAZEMORE PRESIDENT N/A
Officer Director
$0 $0 $0
ROB DAVIDSON DIRECTOR N/A
Director
$0 $0 $0
DAN JAPE VICE PRESIDE N/A
Officer Director
$0 $0 $0
BRUCE LONGMORE DIRECTOR N/A
Director
$0 $0 $0
BRENDA MUSONE SECRETARY N/A
Officer Director
$0 $0 $0
BUCKY PERRY DIRECTOR N/A
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
2023 $107,705 $95,354 $114,645 $12,351
2022 $105,875 $102,649 $24,667 $3,226
2018 $222,804 $125,000 $154,636 $97,804
2017 $33,199 $91,500 $101,382 $-58,301
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