APPALACHIAN LEADERSHIP AND EDUCATIONAL FOUNDATION (EIN 421625673) - 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

2004

Legal Domicile

Principal Officer

ROBERT H FOGLESONG

Phone

3042352100

Tax Period

2023-01-01 to 2023-12-31

APPALACHIAN LEADERSHIP AND EDUCATIONAL FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $440K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $279K, a strong 63% operating margin.

Mission

THE MISSION OF ALEF IS TO RECRUIT AND EDUCATE YOUNG MEN AND WOMEN WHO ARE ACADEMICALLY QUALIFIED, EXHIBIT A STRONG WORK ETHIC AND DEMONSTRATE LEADERSHIP QUALITIES BUT WOULD OTHERWISE FIND COLLEGE UNATTAINABLE, TO DEVELOP THE FELLOWS INTO SKILLED CITIZENS AND FUTURE LEADERS FOR APPALACHIAN AND BEYOND, AND TO DEVELOP LEADERSHIP FELLOWSHIPS AND LEADERSHIP HONORS PROGRAMS THAT PROVIDE THE OPPORTUNITY FOR HIGHER EDUCATION INSTITUTIONS TO FOCUS ON CHARACTER AND 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 (2023)

Revenue Breakdown

Contributions & Grants $192,191

Program Service Revenue $0

Investment Income $247,306

Other Revenue $243

TOTAL REVENUE $439,740

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $19,794

Program Expenses $119,010

Other Expenses $160,975

TOTAL EXPENSES $160,975

Year-over-Year Comparison

	2023	2022	Change
Revenue	$439,740	$397,820	+0.1%
Expenses	$160,975	$122,343	+0.3%
Net Income	$278,765	$275,477	+0.0%

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

N/A

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

$9,540

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT H FOGLESONG	CHAIRMAN	20.00	Director	$9,540	$0	$9,540
MIKE CONLON	TREASURER	5.00	Officer	$0	$0	$0
GEORGE POOLE III	SECRETARY	10.00	Officer	$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	$439,740	$160,975	$4,901,229	$278,765
2022	$397,820	$122,343	$4,480,775	$275,477
2021	$384,079	$122,855	$4,401,920	$261,224
2020	$324,158	$163,271	$3,888,122	$160,887
2019	$362,372	$111,169	$4,457,609	$251,203
2018	$326,045	$78,301	$3,713,880	$247,744

APPALACHIAN LEADERSHIP AND EDUCATIONAL FOUNDATION