THE FUQUA FOUNDATION (EIN 471701416) - 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

MICHAEL J METZGER

Phone

2173452128

Tax Period

2024-07-01 to 2025-06-30

THE FUQUA FOUNDATION, founded in 2014, is a small nonprofit in the Human Services sector that reported $191K in total revenue in fiscal year 2024. Revenue surged 168% from the prior year, signaling strong growth momentum. The organization ran a surplus of $113K, a strong 60% operating margin.

Mission

THE FOUNDATION DISTRIBUTES ITS ANNUAL INCOME TO THE FOLLOWING 501(C)(3) ORGANIZATIONS: 33% TO LAKE LAND COLLEGE FOUNDATION FOR STUDENT SCHOLARSHIPS; 33% TO THE MATTOON CITADEL OF THE SALVATION ARMY; AND 34% TO CATHOLIC CHARITIES OF COLES, DOUGLAS, & EDGAR COUNTIES.

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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 $0

Program Service Revenue $0

Investment Income $190,580

Other Revenue $0

TOTAL REVENUE $190,580

Expense Breakdown

Grants Paid $73,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,000

Other Expenses $4,156

TOTAL EXPENSES $77,156

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,580	$71,197	+1.7%
Expenses	$77,156	$72,422	+0.1%
Net Income	$113,424	$-1,225	-93.6%

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

$153,071

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSH BENTON	Director	0.10	Director	$0	$13,447	$76,471
MAJOR TOM RIGGS	Director	0.10	Director	$0	$0	$41,600
CARI SHEPHARD	Director	0.10	Director	$0	$0	$35,000
MICHAEL J METZGER	President	1.00	Officer Director	$0	$0	$0
MARILYN FUQUA THOMPSON	Vice President	0.20	Officer Director	$0	$0	$0
ERIC ZELLER	Secretary/Treas	0.20	Officer Director	$0	$0	$0
NICOLE ZELLER	Director	0.10	Director	$0	$0	$0
LARRY BLACKERBY	Director	0.10	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
2025	$190,580	$77,156	$2,282,391	$113,424
2024	$71,197	$72,422	$2,133,383	$-1,225
2023	$68,755	$64,718	$1,999,918	$4,037
2022	$64,363	$63,732	$1,907,607	$631
2021	$55,551	$70,315	$2,058,651	$-14,764
2020	$71,066	$73,346	$1,748,865	$-2,280
2019	$94,403	$75,949	$1,846,220	$18,454

THE FUQUA FOUNDATION