Eastmont Community Foundation Inc (EIN 541239701) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Lauren Tate

Phone

5402681623

Tax Period

2023-01-01 to 2023-12-31

Mountain Valley Charitable Foundation Inc, founded in 1983, is a small nonprofit that reported $259K in total revenue in fiscal year 2020. The organization ran a surplus of $62K, a strong 24% operating margin.

Mission

The mission of the foundation is to promote charitable and educational organizations within the community. It encourages support and active involvement of the community in the pursuit of health and well being.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $505,968

Program Service Revenue $0

Investment Income $53,737

Other Revenue $-20,810

TOTAL REVENUE $538,895

Expense Breakdown

Grants Paid $41,965

Salaries & Benefits $126,426

Fundraising Expenses $0

Program Expenses $195,304

Other Expenses $67,668

TOTAL EXPENSES $236,059

Year-over-Year Comparison

	2023	2022	Change
Revenue	$538,895	$249,820	+1.2%
Expenses	$236,059	$261,376	-0.1%
Net Income	$302,836	$-11,556	-27.2%

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

$38,000

Total Directors

$57,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James E Pearman Jr	Vice President	1.00	Officer Director	$0	$0	$0
Ellen Ryan	Treasurer	1.00	Officer Director	$0	$0	$0
Lauren Tate	President	20.00	Officer Director	$26,000	$0	$26,000
G R Smith III	Secretary	15.00	Officer Director	$12,000	$0	$12,000
Spencer Winfrey Jr	Director	1.00	Director	$0	$0	$0
Zach Milton	Director	1.00	Director	$0	$0	$0
Marty Childress	Director	1.00	Director	$0	$0	$0
Sara S Addington	Director	1.00	Director	$0	$0	$0
Casey W Underwood	Director	1.00	Director	$0	$0	$0
Cherie Jones-McHone	Director	1.00	Director	$0	$0	$0
Katherine C Stewart	Director	15.00	Director	$0	$0	$19,500

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	$538,895	$236,059	$1,522,715	$302,836
2022	$249,820	$261,376	$1,154,682	$-11,556
2021	$282,883	$203,248	$1,388,441	$79,635
2020	$259,466	$197,660	$1,256,947	$61,806

Eastmont Community Foundation Inc