BLUE RIDGE SCHOOL EDUCATION FOUNDATION INCORPORATED (EIN 300139566) - 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

2002

Legal Domicile

Principal Officer

SUSAN WALLER

Phone

8287432646

Tax Period

2023-01-01 to 2023-12-31

BLUE RIDGE SCHOOL EDUCATION FOUNDATION INCORPORATED, founded in 2002, is a small nonprofit in the Education sector that reported $245K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 28% operating margin.

Mission

TO PROVIDE RESOURCES FOR MATERIALS AND EQUIPMENT NOT AVAILABLE THROUGH BUDGETED PUBLIC SCHOOL FUNDS TO ENHANCE AND ENRICH THE SCHOOL'S LEARNING EQUIPMENT. IN 2023, THE FUND ALSO PROVIDED 5 SCHOLARSHIPS.

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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 $122,425

Program Service Revenue $0

Investment Income $60,588

Other Revenue $62,057

TOTAL REVENUE $245,070

Expense Breakdown

Grants Paid $25,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $176,622

Other Expenses $151,954

TOTAL EXPENSES $177,454

Year-over-Year Comparison

	2023	2022	Change
Revenue	$245,070	$193,123	+0.3%
Expenses	$177,454	$214,609	-0.2%
Net Income	$67,616	$-21,486	-4.1%

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
NANCY ALBERS	MEMBER	2.00	Director	$0	$0	$0
CHAD BOSWELL	TREASURER	4.00	Officer Director	$0	$0	$0
MYRA BUMGARNER	MEMBER	2.00	Director	$0	$0	$0
LEIGH FOSS	SECRETARY	4.00	Officer Director	$0	$0	$0
CINDY FOWLER	MEMBER	2.00	Director	$0	$0	$0
BRIDGET HENSON	MEMBER	2.00	Director	$0	$0	$0
CARL HYDE	PRESIDENT EM	2.00	Director	$0	$0	$0
ALLISON MOODY	MEMBER	2.00	Director	$0	$0	$0
ERIC MOODY	MEMBER	2.00	Director	$0	$0	$0
CHUCK SELF	VICE-PRESIDE	4.00	Officer Director	$0	$0	$0
SUSAN WALLER	PRESIDENT	4.00	Officer Director	$0	$0	$0
DUNCAN WHEALE	MEMBER	2.00	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
2024	No data	No data	No data	No data
2023	$245,070	$177,454	$1,034,543	$67,616
2022	$193,123	$214,609	$966,927	$-21,486
2021	$299,813	$50,408	$988,413	$249,405
2020	$321,779	$188,064	$739,008	$133,715
2019	$361,705	$292,003	$605,293	$69,702
2018	$225,089	$108,594	$535,591	$116,495

BLUE RIDGE SCHOOL EDUCATION FOUNDATION INCORPORATED