GREATER LYNCHBURG COMMUNITY FOUNDATION (EIN 546112680) - 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

1972

Legal Domicile

Principal Officer

KATHRYN YARZEBINSKI

Phone

4348456500

Tax Period

2024-07-01 to 2025-06-30

GREATER LYNCHBURG COMMUNITY FOUNDATION, founded in 1972, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.5M in total revenue in fiscal year 2018. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $1.2M, a strong 35% operating margin.

Mission

THE GREATER LYNCHBURG COMMUNITY FOUNDATION WORKS TO SOLVE OUR COMMUNITY'S GREATEST CHALLENGES BY PROVIDING GRANTS AND SCHOLARSHIPS, AND BY HELPING INDIVIDUALS, FAMILIES, AND ORGANIZATIONS CREATE THEIR CHARITABLE LEGACY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,609,822

Program Service Revenue $64,518

Investment Income $4,863,869

Other Revenue $2,750

TOTAL REVENUE $9,540,959

Expense Breakdown

Grants Paid $2,489,799

Salaries & Benefits $299,629

Fundraising Expenses $117,134

Program Expenses $3,065,957

Other Expenses $593,553

TOTAL EXPENSES $3,382,981

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,540,959	$5,047,252	+0.9%
Expenses	$3,382,981	$3,102,251	+0.1%
Net Income	$6,157,978	$1,945,001	+2.2%

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

$189,875

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MS SUSAN G ACKLEY	DIRECTOR	1.00	Director	$0	$0	$0
MS AMANDA STANLEY	DIRECTOR	1.00	Director	$0	$0	$0
MS JENNIFER BRYANT-FOSTER	DIRECTOR	1.00	Director	$0	$0	$0
MR ROBERT W CARTER JR	DIRECTOR	1.00	Director	$0	$0	$0
MS JANICE M MARSTON	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MR LINZIE B JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MS KAREN S SIMONTON	DIRECTOR	1.00	Director	$0	$0	$0
MS CHRISTINA DELZINGARO	DIRECTOR	1.00	Director	$0	$0	$0
MS KATRINA RICE	DIRECTOR	1.00	Director	$0	$0	$0
MR JOHN M STONE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MR SHAWN D STONE	DIRECTOR	1.00	Director	$0	$0	$0
DR VERNA SELLERS	DIRECTOR	1.00	Director	$0	$0	$0
MR ROGER JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MS SARAH HOUCK	DIRECTOR	1.00	Director	$0	$0	$0
MR JOHN WALKER	DIRECTOR	1.00	Director	$0	$0	$0
MR JOHN C WATERWORTH	DIRECTOR	1.00	Director	$0	$0	$0
MS KATHRYN C YARZEBINSKI	PRESIDENT/CEO	40.00	Officer	$123,350	$0	$123,350
CHERYL HALL	SECRETARY	40.00	Officer	$66,525	$0	$66,525

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	$9,540,959	$3,382,981	$75,653,704	$6,157,978
2024	$5,047,252	$3,102,251	$67,554,642	$1,945,001
2023	$6,007,630	$2,917,216	$60,177,320	$3,090,414
2022	$7,629,220	$2,791,903	$53,758,298	$4,837,317
2021	$6,807,720	$2,541,620	$57,404,315	$4,266,100
2020	$2,665,839	$2,479,836	$41,688,939	$186,003
2019	$3,529,405	$2,295,342	$41,916,396	$1,234,063

GREATER LYNCHBURG COMMUNITY FOUNDATION