COWETA-FAYETTE TRUST INC (EIN 582085970) - 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

1992

Legal Domicile

Principal Officer

MELISSA TURNER

Phone

7705020226

Tax Period

2023-01-01 to 2023-12-31

COWETA-FAYETTE TRUST INC, founded in 1992, is a small nonprofit in the Education sector that reported $344K in total revenue in fiscal year 2023. Expenses of $294K left a modest 15% surplus.

Mission

TO PROVIDE ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS WITHIN COWETA- FAYETTE EMC'S SERVICE TERRITORY.

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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 $344,308

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $344,308

Expense Breakdown

Grants Paid $294,151

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $294,151

Other Expenses $0

TOTAL EXPENSES $294,151

Year-over-Year Comparison

	2023	2022	Change
Revenue	$344,308	$324,536	+0.1%
Expenses	$294,151	$287,897	+0.0%
Net Income	$50,157	$36,639	+0.4%

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
MELISSA TURNER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BRANDY JENKINS	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
EVIE MOCK	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
SHARON SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
JASON BANKS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIE BURTON	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE RELYEA	DIRECTOR	1.00	Director	$0	$0	$0
KELVIN THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
LYNN COGGIN	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$344,308	$294,151	$394,206	$50,157
2022	$324,536	$287,897	$344,049	$36,639
2021	$289,980	$230,648	$307,410	$59,332
2020	$226,366	$220,727	$248,078	$5,639
2019	$287,545	$269,425	$242,439	$18,120
2018	$251,731	$293,108	$224,319	$-41,377

COWETA-FAYETTE TRUST INC