LEBANON AREA FOUNDATION (EIN 431340282) - 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

1984

Legal Domicile

Phone

4175328868

Tax Period

2024-07-01 to 2025-06-30

LEBANON AREA FOUNDATION, founded in 1984, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $195K, a strong 18% operating margin.

Mission

ORGANIZATION ESTABLISHED TO ADMINISTER DONATIONS FOR VARIOUS COMMUNITY PROJECTS AND NON-PROFIT ENTITIES.

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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 $790,791

Program Service Revenue $0

Investment Income $284,565

Other Revenue $289

TOTAL REVENUE $1,075,645

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,076

Fundraising Expenses $0

Program Expenses $880,597

Other Expenses $800,521

TOTAL EXPENSES $880,597

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,075,645	$1,241,784	-0.1%
Expenses	$880,597	$825,068	+0.1%
Net Income	$195,048	$416,716	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGIE CARR	DIRECTOR	2.00	Director	$0	$0	$0
BECKI CARR	DIRECTOR	2.00	Director	$0	$0	$0
KRISTY CARR	DIRECTOR	2.00	Director	$0	$0	$0
JASON PURCELL	DIRECTOR	2.00	Director	$0	$0	$0
JOY DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT FIELDS	DIRECTOR	2.00	Director	$0	$0	$0
DR DUSTY CHILDRESS	MEMBER AT LARGE	2.00	Director	$0	$0	$0
JASE GLENDENNING	DIRECTOR	2.00	Director	$0	$0	$0
DONIETA HAWKINS	DIRECTOR	2.00	Director	$0	$0	$0
SUE LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
TRAVIS LONG	DIRECTOR	2.00	Director	$0	$0	$0
LEANN MATHER	DIRECTOR	2.00	Director	$0	$0	$0
DR DAVID SCHMITZ	DIRECTOR	2.00	Director	$0	$0	$0
RYAN SHERRER	DIRECTOR	2.00	Director	$0	$0	$0
JESSIE WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
JARED GOTTMAN	PRESIDENT	5.00	Officer	$0	$0	$0
DR BRAD ARMSTRONG	TREASURER	5.00	Officer	$0	$0	$0
DR RACHELLE JENNINGS	SECRETARY	5.00	Officer	$0	$0	$0
KIMBERLY ROECKER	VICE PRESIDENT	5.00	Officer	$0	$0	$0
MELINDA FRIES	ADMINSTRATOR	40.00	Key Emp	$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	$1,075,645	$880,597	$6,869,038	$195,048
2024	$1,241,784	$825,068	$6,372,679	$416,716
2023	$649,019	$699,000	$5,641,346	$-49,981
2022	$1,326,379	$646,253	$5,340,155	$680,126
2021	$1,122,791	$608,249	$5,648,821	$514,542
2020	$1,322,561	$506,055	$4,461,653	$816,506
2019	$440,010	$406,898	$3,699,094	$33,112

LEBANON AREA FOUNDATION