FAYETTE COUNTY CHARITABLE FOUNDATION (EIN 316036359) - 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

1953

Legal Domicile

Principal Officer

William Junk

Phone

7403353231

Tax Period

2023-05-01 to 2024-04-30

FAYETTE COUNTY CHARITABLE FOUNDATION, founded in 1953, is a micro nonprofit that reported $56K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $48K left a modest 14% surplus.

Mission

The organization uses their funds to give grants to area not-for-profit organizations.

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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 $35,000

Program Service Revenue $0

Investment Income $21,096

Other Revenue $0

TOTAL REVENUE $56,096

Expense Breakdown

Grants Paid $42,535

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,035

Other Expenses $5,827

TOTAL EXPENSES $48,362

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,096	$47,603	+0.2%
Expenses	$48,362	$12,675	+2.8%
Net Income	$7,734	$34,928	-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

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
PHIL GROVER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID MORROW	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURANN PERRILL	BOARD MEMBER	1.00	Director	$0	$0	$0
DENNIS HAGLER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID PENWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
BEVERLY MULLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE JENNINGS	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM JUNK	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JEAN ANN DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JESS WEADE	BOARD MEMBER	1.00	Director	$0	$0	$0
MANDY MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
KENDRA HERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK MEAD	BOARD MEMBER	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
2024	$56,096	$48,362	$469,285	$7,734
2023	$11,603	$12,675	$442,574	$-1,072
2022	$19,671	$11,959	$447,957	$7,712
2021	$7,567	$12,013	$485,106	$-4,446
2020	$9,000	$11,919	$381,723	$-2,919
2019	$6,524	$26,608	$388,176	$-20,084
2018	$17,071	$18,972	$391,915	$-1,901

FAYETTE COUNTY CHARITABLE FOUNDATION