THE JOHN AND MARY ALFORD FOUNDATION (EIN 311562436) - 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

1998

Legal Domicile

Principal Officer

RONALD B ALFORD

Phone

6144993881

Tax Period

2023-09-01 to 2024-08-31

THE JOHN AND MARY ALFORD FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $297K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $84K, a strong 28% operating margin.

Mission

TO PROVIDE SUPPORT OF EDUCATIONAL, SOCIAL, RELIGIOUS AND CULTURAL PROGRAMS TO MEET THE NEEDS OF THE GROWING AND CHANGING LICKING COUNTY COMMUNITY.

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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 $0

Program Service Revenue $0

Investment Income $297,378

Other Revenue $0

TOTAL REVENUE $297,378

Expense Breakdown

Grants Paid $201,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,500

Other Expenses $12,041

TOTAL EXPENSES $213,541

Year-over-Year Comparison

	2023	2022	Change
Revenue	$297,378	$323,651	-0.1%
Expenses	$213,541	$460,027	-0.5%
Net Income	$83,837	$-136,376	-1.6%

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
RONALD B ALFORD	PRESIDENT	10.00	Officer Director	$0	$0	$0
BARBARA ALFORD CANTLIN	SECRETARY	2.00	Officer Director	$0	$0	$0
STUART N PARSONS	TRUSTEE	1.00	Director	$0	$0	$0
LEE ZAZWORSKY	TRUSTEE	1.00	Director	$0	$0	$0
DAN DELAWDER	TRUSTEE	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	$297,378	$213,541	$12,223,901	$83,837
2023	$323,651	$460,027	$7,061,236	$-136,376
2022	$302,367	$345,622	$9,246,522	$-43,255
2021	$325,657	$357,554	$8,274,240	$-31,897
2020	$302,142	$358,366	$6,413,327	$-56,224
2019	$294,993	$279,444	$6,481,555	$15,549
2018	$287,860	$381,642	$5,968,240	$-93,782

THE JOHN AND MARY ALFORD FOUNDATION