Bear Grass Educational Foundation

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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

1997

Legal Domicile

Principal Officer

Phil Hodges

Phone

2527926081

Tax Period

2023-07-01 to 2024-06-30

Bear Grass Educational Foundation, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $101K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $85K, a strong 84% operating margin.

Mission

Support Bear Grass Charter School, Inc

Program Service Accomplishments

Program 1

To engage in activities to provide awareness and advancement of literacy education of children and to provide support to Bear Grass Charter School, Inc.

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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 $45,072

Program Service Revenue $0

Investment Income $0

Other Revenue $55,451

TOTAL REVENUE $100,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,928

TOTAL EXPENSES $15,928

Year-over-Year Comparison

	2023	2022	Change
Revenue	$100,523	$82,897	+0.2%
Expenses	$15,928	$9,961	+0.6%
Net Income	$84,595	$72,936	+0.2%

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

N/A

Volunteers

N/A

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
William P Hodges	Chairman	5.00	Officer	$0	$0	$0
Sharon H Scott	Secretary	5.00	Officer	$0	$0	$0
Delmas B Cumbee Jr	Treasurer	5.00	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
2025	No data	No data	No data	No data
2024	$100,523	$15,928	$1,069,420	$84,595
2023	$82,897	$9,961	$1,064,783	$72,936
2022	$96,064	$21,913	$1,067,878	$74,151
2021	$58,272	$7,762	$1,056,351	$50,510
2020	$50,487	$3,435	$1,068,752	$47,052
2019	$53,531	$62,307	$1,081,920	$-8,776
2018	$67,111	$36,244	$1,148,417	$30,867