LEE AND SUMTER COUNTY ALLIANCE THELINK (EIN 465549999) - 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

2014

Legal Domicile

Principal Officer

JAY DAVIS

Phone

8039054000

Tax Period

2022-07-01 to 2023-06-30

LEE AND SUMTER COUNTY ALLIANCE THELINK, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $615K in total revenue in fiscal year 2022. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $736K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO INCREASE THE NUMBER OF INDUSTRIAL PROSPECTS AND VOLUME OF ECONOMIC DEAL FLOW IN LEE COUNTY

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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 (2022)

Revenue Breakdown

Contributions & Grants $613,360

Program Service Revenue $0

Investment Income $1,754

Other Revenue $0

TOTAL REVENUE $615,114

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $50

Program Expenses $686,265

Other Expenses $736,317

TOTAL EXPENSES $736,317

Year-over-Year Comparison

	2022	2021	Change
Revenue	$615,114	$1,563,627	-0.6%
Expenses	$736,317	$427,443	+0.7%
Net Income	$-121,203	$1,136,184	-1.1%

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

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
GREG THOMPSON	MEMBER	1.00	Director	$0	$0	$0
JESS WILLIAMS	MEMBER	1.00	Director	$0	$0	$0
HERB MCCLARY	MEMBER	1.00	Director	$0	$0	$0
BRUCE SNIPES	MEMBER	1.00	Director	$0	$0	$0
THOMPSON ISAAC	MEMBER	1.00	Director	$0	$0	$0
GORDON ECKLEY	CHAIRMAN	1.00	Officer	$0	$0	$0
JAY DAVIS	VICE-CHAIRMAN	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$615,114	$736,317	$3,323,978	$-121,203
2022	$1,563,627	$427,443	$3,445,181	$1,136,184
2021	$676,522	$212,700	$2,308,997	$463,822
2020	$614,068	$386,940	$1,845,175	$227,128
2019	$826,185	$325,032	$1,618,047	$501,153
2018	$840,500	$419,253	$1,116,894	$421,247

LEE AND SUMTER COUNTY ALLIANCE THELINK