ALLEGHANY EDUCATIONAL FOUNDATION IN (EIN 581955182) - Form 990 Financial Analysis & Trantor Score

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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

1991

Legal Domicile

Principal Officer

WARREN TAYLOR

Phone

3363634374

Tax Period

2024-01-01 to 2024-12-31

ALLEGHANY EDUCATIONAL FOUNDATION IN, founded in 1991, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $355K, a strong 34% operating margin.

Mission

EDUCATIONAL ASSISTANCE

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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 (2024)

Revenue Breakdown

Contributions & Grants $683,554

Program Service Revenue $0

Investment Income $374,421

Other Revenue $0

TOTAL REVENUE $1,057,975

Expense Breakdown

Grants Paid $486,848

Salaries & Benefits $103,365

Fundraising Expenses $0

Program Expenses $665,662

Other Expenses $112,336

TOTAL EXPENSES $702,549

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,057,975	$504,718	+1.1%
Expenses	$702,549	$492,577	+0.4%
Net Income	$355,426	$12,141	+28.3%

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

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

$57,660

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA VESTAL	EXECUTIVE DI	40.00	Director	$57,660	$0	$57,660
ZACH BARRICKLOW	DIRECTOR	0.20	Officer Director	$0	$0	$0
AMY BOTTOMLEY	DIRECTOR	0.20	Director	$0	$0	$0
PRATT DAVIS	DIRECTOR	0.20	Director	$0	$0	$0
RICHARD DOUGHTON	DIRECTOR	0.20	Director	$0	$0	$0
DENNIS GAMBILL	DIRECTOR	0.20	Director	$0	$0	$0
KAREN LEYS	SECRETARY/TR	0.50	Officer Director	$0	$0	$0
WALT MCMILLAN	DIRECTOR	0.20	Director	$0	$0	$0
J SIDNEY MILLER	DIRECTOR	0.20	Director	$0	$0	$0
SUSAN D MURPHY	2ND VICE PRE	0.50	Officer Director	$0	$0	$0
SHIRLEY RICHARDSON	DIRECTOR	0.20	Director	$0	$0	$0
RUSSELL SHEETS	DIRECTOR	0.20	Director	$0	$0	$0
WARREN TAYLOR	PRESIDENT	0.50	Officer Director	$0	$0	$0
MISSEY WEAVER	MEMBER	0.20	Director	$0	$0	$0
GEORGE WHITE	DIRECTOR	0.20	Director	$0	$0	$0
JAY WOODRUFF	1ST VICE PRE	0.50	Officer 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	$1,057,975	$702,549	$8,672,016	$355,426
2023	$542,985	$928,824	$7,796,816	$-385,839
2023	$504,718	$492,577	$7,796,816	$12,141
2022	$418,044	$450,580	$6,920,234	$-32,536
2022	$433,211	$464,035	$6,920,234	$-30,824
2021	$2,172,711	$308,481	$8,207,989	$1,864,230
2020	$705,734	$298,240	$6,540,135	$407,494
2019	$392,716	$272,691	$5,915,093	$120,025
2018	$435,646	$274,614	$5,015,987	$161,032

ALLEGHANY EDUCATIONAL FOUNDATION IN