FAYETTE ALLIANCE FOUNDATION INC (EIN 472128336) - 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

BRITTANY M ROETHEMEIER

Phone

8592811202

Tax Period

2024-01-01 to 2024-12-31

FAYETTE ALLIANCE FOUNDATION INC, founded in 2014, is a small nonprofit in the Education sector that reported $906K in total revenue in fiscal year 2024. The organization ran a surplus of $167K, a strong 18% operating margin.

Mission

TO CONDUCT AND PROMOTE PUBLIC EDUCATION, OUTREACH, AND RESEARCH INITIATIVES RELATING TO LAND USE IN LEXINGTON-FAYETTE COUNTY, KENTUCKY.

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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 $1,251,195

Program Service Revenue $0

Investment Income $29,712

Other Revenue $-374,865

TOTAL REVENUE $906,042

Expense Breakdown

Grants Paid $0

Salaries & Benefits $468,265

Fundraising Expenses $22,382

Program Expenses $450,273

Other Expenses $271,080

TOTAL EXPENSES $739,345

Year-over-Year Comparison

	2024	2023	Change
Revenue	$906,042	$901,282	+0.0%
Expenses	$739,345	$800,209	-0.1%
Net Income	$166,697	$101,073	+0.6%

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

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

$197,972

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES G BELL	DIRECTOR	1.00	Director	$0	$0	$0
ORRIN INGRAM	DIRECTOR	1.00	Director	$0	$0	$0
SUE MASSON	DIRECTOR	1.00	Director	$0	$0	$0
ELISA BRUCE COOLEY	DIRECTOR	1.00	Director	$0	$0	$0
BILL JUSTICE	DIRECTOR	1.00	Director	$0	$0	$0
MELODY FLOWERS	DIRECTOR	1.00	Director	$0	$0	$0
STAN HARVEY	DIRECTOR	1.00	Director	$0	$0	$0
MATT HOVECAMP	DIRECTOR	1.00	Director	$0	$0	$0
TOM POSKIN	DIRECTOR	1.00	Director	$0	$0	$0
KEN SILVESTRI	DIRECTOR	1.00	Director	$0	$0	$0
ANN BAKHAUS	TREASURER	1.00	Officer	$0	$0	$0
GREG GOODMAN	CO-CHAIRPERSON	1.00	Officer	$0	$0	$0
DON ROBINSON	CO-CHAIRPERSON	1.00	Officer	$0	$0	$0
BRITTANY M ROETHEMEIER	EXECUTIVE DIRECTOR	30.00	Officer	$184,912	$13,060	$197,972
ANTHONY WRIGHT	SECRETARY	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
2024	$906,042	$739,345	$1,661,364	$166,697
2023	$901,282	$800,209	$1,517,983	$101,073
2022	$904,020	$886,792	$1,392,482	$17,228
2021	$691,790	$482,026	$1,452,587	$209,764
2020	$568,118	$541,638	$1,167,649	$26,480
2019	$835,330	$481,420	$1,146,912	$353,910
2018	$843,512	$592,735	$806,257	$250,777

FAYETTE ALLIANCE FOUNDATION INC