SHELBY COUNTY SCHOOLS EDUCATION FOUNDATION (EIN 582036814) - 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

1992

Legal Domicile

Principal Officer

NEAL WAGNER

Phone

2059808604

Tax Period

2018-07-01 to 2019-06-30

SHELBY COUNTY SCHOOLS EDUCATION FOUNDATION, founded in 1992, is a small nonprofit in the Education sector that reported $194K in total revenue in fiscal year 2018. Revenue surged 53% from the prior year, signaling strong growth momentum.

Mission

DISTRIBUTION OF FUNDS FOR EDUCATION

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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 (2018)

Revenue Breakdown

Contributions & Grants $193,733

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $193,733

Expense Breakdown

Grants Paid $132,606

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $170,051

Other Expenses $63,078

TOTAL EXPENSES $195,684

Year-over-Year Comparison

	2018	2017	Change
Revenue	$193,733	$126,298	+0.5%
Expenses	$195,684	$150,648	+0.3%
Net Income	$-1,951	$-24,350	-0.9%

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
JUDY TRAMBLE	TREASURER	N/A	Officer Director	$0	$0	$0
ASHLEY FERGUSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
LINDSAY ALLISON	DIRECTOR	N/A	Director	$0	$0	$0
ATHENA DAVID	DIRECTOR	N/A	Director	$0	$0	$0
LESLIE GREENWOOD	SECRETARY	N/A	Officer Director	$0	$0	$0
MARYJAYNE HERRING	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS PRICE	DIRECTOR	N/A	Director	$0	$0	$0
NEAL WAGNER	DIRECTOR	N/A	Director	$0	$0	$0
JANE HAMPTON	DIRECTOR	N/A	Director	$0	$0	$0
JOSH ARNOLD	DIRECTOR	N/A	Director	$0	$0	$0
KENDALL WILLIAMS	EXECUTIVE DI	N/A	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
2019	$193,733	$195,684	$47,979	$-1,951

SHELBY COUNTY SCHOOLS EDUCATION FOUNDATION