THE DONOR ADVISED FUND OF THE VBF (EIN 546438623) - 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

1999

Legal Domicile

Principal Officer

PRESTON JONES

Phone

8046728862

Tax Period

2024-01-01 to 2024-12-31

THE DONOR ADVISED FUND OF THE VBF, founded in 1999, is a community nonprofit in the Religion sector that reported $3.8M in total revenue in fiscal year 2018. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 79% operating margin.

Mission

THE ORGANIZATION MANAGES INDIVIDUALS' IRREVOCABLE CONTRIBUTIONS TO A DONOR ADVISED FUND BY DIRECTING DISTRIBUTIONS OF THE FUNDS TO THE INDIVIDUALS' CHARITY OF CHOICE.

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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 $1,841,987

Program Service Revenue $0

Investment Income $1,467,113

Other Revenue $0

TOTAL REVENUE $3,309,100

Expense Breakdown

Grants Paid $1,848,846

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,848,846

Other Expenses $137,605

TOTAL EXPENSES $1,986,451

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,309,100	$949,785	+2.5%
Expenses	$1,986,451	$1,378,254	+0.4%
Net Income	$1,322,649	$-428,469	-4.1%

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
TODD FULLER	CEO	2.00	Officer Director	$0	$0	$0
LAWRENCE L PEACOCK	CHAIRMAN	0.30	Officer Director	$0	$0	$0
EUGENE WATSON	VICE CHAIRMAN	0.30	Officer Director	$0	$0	$0
STEVEN R LOHR	DIRECTOR UNTIL 4/16/24	0.30	Director	$0	$0	$0
JANET C GARRET	DIRECTOR	0.30	Director	$0	$0	$0
ANN F BROWN	DIRECTOR	0.30	Director	$0	$0	$0
ED CLINGMAN	DIRECTOR	0.30	Director	$0	$0	$0
ROBERT L SMYTHERS	DIRECTOR	0.30	Director	$0	$0	$0
BRITTON L GLISSON	DIRECTOR	0.30	Director	$0	$0	$0
ROBERT A WHITEHEAD	DIRECTOR	0.30	Director	$0	$0	$0
LEAH S HOPPER	DIRECTOR	0.30	Director	$0	$0	$0
CHARLES G KEY	DIRECTOR	0.30	Director	$0	$0	$0
BENJAMIN SILLMON	DIRECTOR	0.30	Director	$0	$0	$0
LEIGH ANN BAGGS	DIRECTOR	0.30	Director	$0	$0	$0
JOY BURROUGHS	DIRECTOR	0.30	Director	$0	$0	$0
BENJAMIN JAMISON	DIRECTOR	0.30	Director	$0	$0	$0
PATRICE STOKES	DIRECTOR	0.30	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	$3,309,100	$1,986,451	$18,603,869	$1,322,649
2023	$949,785	$1,378,254	$17,281,220	$-428,469
2022	$1,445,760	$1,199,251	$17,709,689	$246,509
2021	$3,925,452	$1,530,177	$17,463,180	$2,395,275
2020	$2,189,459	$1,038,819	$15,067,905	$1,150,640
2019	$2,108,520	$873,503	$13,917,265	$1,235,017
2018	$3,834,970	$798,869	$12,682,248	$3,036,101

THE DONOR ADVISED FUND OF THE VBF