ANDALUSIA CITY SCHOOLS FOUNDATION INC (EIN 570879938) - 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

1988

Legal Domicile

Principal Officer

DANIEL SHAKESPEARE

Phone

3342223186

Tax Period

2023-10-01 to 2024-09-30

ANDALUSIA CITY SCHOOLS FOUNDATION INC, founded in 1988, is a small nonprofit that reported $122K in total revenue in fiscal year 2019. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $91K, a strong 75% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO PROMOTE ACADEMIC EXCELLENCE IN THE ANDALUSIA CITY SCHOOL SYSTEM AND SUPPORT PROGRAMS THAT ARE OUTSIDE THE SCOPE OF THE NORMAL SCHOOL BUDGET.

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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 $5,500

Program Service Revenue $0

Investment Income $87,644

Other Revenue $1,270

TOTAL REVENUE $94,414

Expense Breakdown

Grants Paid $70,079

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,079

Other Expenses $0

TOTAL EXPENSES $70,079

Year-over-Year Comparison

	2023	2022	Change
Revenue	$94,414	$125,989	-0.3%
Expenses	$70,079	$69,156	+0.0%
Net Income	$24,335	$56,833	-0.6%

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	Role	Reportable Comp	Other Comp	Total
GREG WHITE	DIRECTOR	Director	$0	$0	$0
DAVID BRYANT	DIRECTOR	Director	$0	$0	$0
WALTER WYTCH	DIRECTOR	Director	$0	$0	$0
JOHN ROACH	DIRECTOR	Director	$0	$0	$0
MARIA WELLS	DIRECTOR	Director	$0	$0	$0
SAMMY GLOVER	DIRECTOR	Director	$0	$0	$0
CHRISSIE DUFFY	DIRECTOR	Director	$0	$0	$0
BILL SPURLIN	DIRECTOR	Director	$0	$0	$0
BILLIE JOE STALLWORTH	DIRECTOR	Director	$0	$0	$0
DANIEL WELLS	CHAIRMAN	Officer	$0	$0	$0
VACANT	VICE CHAIRMAN	Officer	$0	$0	$0
DR DANIEL SHAKESPEARE	SECRETARY/TREASURER	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
2024	$94,414	$70,079	$2,451,643	$24,335
2023	$125,989	$69,156	$2,005,850	$56,833
2022	$194,351	$65,876	$1,846,906	$128,475
2021	$124,817	$19,392	$1,572,306	$105,425
2020	$121,731	$30,710	$1,484,852	$91,021

ANDALUSIA CITY SCHOOLS FOUNDATION INC