FAYETTE COUNTY FOUNDATION INC (EIN 352232770) - 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

ABIGAIL ROSZELL

Phone

7658279966

Tax Period

2024-01-01 to 2024-12-31

FAYETTE COUNTY FOUNDATION INC, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.2M in total revenue in fiscal year 2024. Revenue surged 436% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.4M, a strong 79% operating margin.

Mission

TO INSPIRE A SPIRIT OF PHILANTHROPY IN FAYETTE COUNTY BY ENHANCING THE QUALITY OF LIFE THROUGH IMPACTFUL GRANTMAKING, STRATEGIC ENDOWMENT BUILDING, AND COMMUNITY LEADERSHIP.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,569,617

Program Service Revenue $0

Investment Income $629,321

Other Revenue $37,628

TOTAL REVENUE $4,236,566

Expense Breakdown

Grants Paid $399,558

Salaries & Benefits $190,001

Fundraising Expenses $90,167

Program Expenses $560,197

Other Expenses $296,779

TOTAL EXPENSES $886,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,236,566	$790,481	+4.4%
Expenses	$886,338	$873,465	+0.0%
Net Income	$3,350,228	$-82,984	-41.4%

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

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

$69,799

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABIGAIL ROSZELL	EXECUTIVE DIRECTOR	40.00	Officer	$61,788	$8,011	$69,799
ABIGAIL STANEK	PRESIDENT	5.00	Officer Director	$0	$0	$0
CLAYTON JUDD	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
GREG O'BRIEN	TREASURER	5.00	Officer Director	$0	$0	$0
CAROL HUNTER	SECRETARY	5.00	Officer Director	$0	$0	$0
ANDREW BERNZOTT	DIRECTOR	5.00	Director	$0	$0	$0
JAY BERNZOTT	DIRECTOR	5.00	Director	$0	$0	$0
STEVE DICE	DIRECTOR	5.00	Director	$0	$0	$0
PAUL FREED	DIRECTOR	5.00	Director	$0	$0	$0
GEORGIA GREEN THROUGH 61624	DIRECTOR	5.00	Director	$0	$0	$0
DEVIN HORNSBY	DIRECTOR	5.00	Director	$0	$0	$0
COLIN JUDD	DIRECTOR	5.00	Director	$0	$0	$0
BILLIE KESTER	DIRECTOR	5.00	Director	$0	$0	$0
MATTHEW WATKINS	DIRECTOR	5.00	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	$4,236,566	$886,338	$20,460,532	$3,350,228
2023	$809,916	$890,493	$16,329,603	$-80,577
2023	$790,481	$873,465	$16,362,868	$-82,984
2022	$750,941	$887,106	$14,897,459	$-136,165
2021	$860,774	$718,854	$17,462,711	$141,920
2020	$700,234	$797,708	$15,108,817	$-97,474

FAYETTE COUNTY FOUNDATION INC