THE BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION (EIN 311145221) - 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

1985

Legal Domicile

Principal Officer

KELLY LYNN BEDTELYON

Phone

5023318860

Tax Period

2023-07-01 to 2024-06-30

THE BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION, founded in 1985, is a small nonprofit in the Education sector that reported $187K in total revenue in fiscal year 2023. Revenue surged 211% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 21% operating margin.

Mission

TO PROVIDE FUNDS TO BE USED TO AID IN THE EDUCATION OF CHILDREN IN THE BARDSTOWN INDEPENDENT SCHOOL DISTRICT.

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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 $170,475

Program Service Revenue $0

Investment Income $16,475

Other Revenue $0

TOTAL REVENUE $186,950

Expense Breakdown

Grants Paid $132,015

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,815

Other Expenses $14,809

TOTAL EXPENSES $146,824

Year-over-Year Comparison

	2023	2022	Change
Revenue	$186,950	$60,163	+2.1%
Expenses	$146,824	$36,854	+3.0%
Net Income	$40,126	$23,309	+0.7%

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

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
ROSE ANN LUCAS DOWNS	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY FARRELL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DWIGHT NEWTON	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
DREW BALLARD	DIRECTOR	1.00	Director	$0	$0	$0
MARGIE BRADFORD	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HITE	DIRECTOR	1.00	Director	$0	$0	$0
DOUG HUBBARD	DIRECTOR	1.00	Director	$0	$0	$0
LAURA GANOE	DIRECTOR	1.00	Director	$0	$0	$0
JASON FLOYD	DIRECTOR	1.00	Director	$0	$0	$0
AJ LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL MILLER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN RAPIER	DIRECTOR	1.00	Director	$0	$0	$0
JACOB SHAMS	DIRECTOR	1.00	Director	$0	$0	$0
SHARON SHANKS	DIRECTOR	1.00	Director	$0	$0	$0
BRENT SMITH	DIRECTOR	1.00	Director	$0	$0	$0
ROB SMOTHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY LYNN BEDTELYON	EXECUTIVE DI	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	No data	No data	No data	No data
2024	$186,950	$146,824	$652,198	$40,126
2023	$60,163	$36,854	$567,977	$23,309
2022	$313,980	$265,848	$524,574	$48,132

THE BARDSTOWN FOUNDATION FOR EXCELLENCE IN PUBLIC EDUCATION