FISHER DEBERRY FOUNDATION (EIN 510476749) - 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

2003

Legal Domicile

Principal Officer

Lu Ann DeBerry

Phone

7025864180

Tax Period

2023-01-01 to 2023-12-31

FISHER DEBERRY FOUNDATION, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $170K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $261K exceeded revenue, resulting in a 54% operating deficit.

Mission

Grants are awarded to various organizations in Georgia, North Carolina, Oklahoma, South Carolina and Colorado. These organizations focus on after school programs.

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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 $3,000

Program Service Revenue $225

Investment Income $0

Other Revenue $166,350

TOTAL REVENUE $169,575

Expense Breakdown

Grants Paid $175,850

Salaries & Benefits $0

Fundraising Expenses $42,815

Program Expenses $204,424

Other Expenses $42,114

TOTAL EXPENSES $260,779

Year-over-Year Comparison

	2023	2022	Change
Revenue	$169,575	$145,164	+0.2%
Expenses	$260,779	$161,066	+0.6%
Net Income	$-91,204	$-15,902	+4.7%

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
Chad Hennings	Director	5.00	Director	$0	$0	$0
Ken Rucker	Director	5.00	Director	$0	$0	$0
Richard Bearden	Director	5.00	Director	$0	$0	$0
Fisher DeBerry	President	10.00	Officer Director	$0	$0	$0
Joseph DeBerry	Vice President	5.00	Officer Director	$0	$0	$0
Lu Ann DeBerry	Treasurer/Secretary	10.00	Officer Director	$0	$0	$0
Bruce Brumfield	Director	5.00	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
2024	No data	No data	No data	No data
2023	$169,575	$260,779	$77,521	$-91,204
2022	$145,164	$161,066	$168,725	$-15,902
2021	$247,479	$180,210	$184,627	$67,269
2020	$115,612	$91,407	$91,538	$24,205
2019	$178,904	$164,414	$70,144	$14,490
2018	$244,958	$204,217	$56,468	$40,741

FISHER DEBERRY FOUNDATION