HAMILTON COUNTY RETIRED TEACHERS C/O CAROL LESLIE (EIN 310559895) - 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

1947

Legal Domicile

Principal Officer

WELLYN COLLINS

Phone

5132255172

Tax Period

2023-01-01 to 2023-12-31

HAMILTON COUNTY RETIRED TEACHERS C/O CAROL LESLIE, founded in 1947, is a micro nonprofit that reported $45K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $39K left a modest 13% surplus.

Mission

THE ORGANIZATION PROVIDES SOCIAL, RECREATIONAL, AND OTHER ACTIVITIES THAT SUPPORT THE WELFARE OF RETIRED TEACHERS. IT ALSO PROVIDES SCHOLARSHIP FUNDS FOR COLLEGE STUDENTS TRAINING TO BECOME EDUCATORS.

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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 $209

Program Service Revenue $0

Investment Income $44,688

Other Revenue $0

TOTAL REVENUE $44,897

Expense Breakdown

Grants Paid $6,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,688

Other Expenses $32,292

TOTAL EXPENSES $39,192

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,897	$71,660	-0.4%
Expenses	$39,192	$40,574	0.0%
Net Income	$5,705	$31,086	-0.8%

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

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
MICHAEL WARD	PAST PRESIDE	1.00	Officer	$0	$0	$0
WELLYN COLLINS	PRESIDENT	2.00	Officer	$0	$0	$0
CAROLYN BRUCKMANN	1ST VICE PRE	2.00	Officer	$0	$0	$0
DIANE BARTH	2ND VICE PRE	2.00	Officer	$0	$0	$0
CAROL LESLIE	TREASURER	3.00	Officer	$0	$0	$0
YVONNE COURSEY	RECORD. SECR	1.00	Officer	$0	$0	$0
JAY PARKS	DIRECTOR	0.50	Director	$0	$0	$0
LYNN BRIGNER	DIRECTOR	0.50	Director	$0	$0	$0
BETTY ESPELAGE	DIRECTOR	0.50	Director	$0	$0	$0
JANICE MASON	DIRECTOR	0.50	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	$44,897	$39,192	$1,332,307	$5,705
2022	$71,660	$40,574	$1,212,003	$31,086
2021	$97,827	$20,661	$1,029,408	$77,166
2020	$23,426	$35,608	$952,242	$-12,182
2019	$30,095	$36,532	$964,424	$-6,437
2018	$68,919	$30,744	$970,861	$38,175

HAMILTON COUNTY RETIRED TEACHERS C/O CAROL LESLIE