VIRGINIA KIMBROUGH CLARK REESE AND THOMAS MATT REESE TRUST (EIN 586352347) - 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

1997

Legal Domicile

Principal Officer

SYNOVUS TRUST COMPANYNA

Phone

7066446294

Tax Period

2024-01-01 to 2024-12-31

VIRGINIA KIMBROUGH CLARK REESE AND THOMAS MATT REESE TRUST, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $860K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 53% operating deficit.

Mission

TO PROVIDE SUPPORT TO GA LIONS LIGHTHOUSE FOUNDATION,INC. AND CHILDREN'S HEALTHCARE OF ATLANTA.

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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 $0

Program Service Revenue $0

Investment Income $860,312

Other Revenue $0

TOTAL REVENUE $860,312

Expense Breakdown

Grants Paid $1,117,636

Salaries & Benefits $183,785

Fundraising Expenses $0

Program Expenses $1,117,636

Other Expenses $16,266

TOTAL EXPENSES $1,317,687

Year-over-Year Comparison

	2024	2023	Change
Revenue	$860,312	$1,003,711	-0.1%
Expenses	$1,317,687	$1,306,769	+0.0%
Net Income	$-457,375	$-303,058	+0.5%

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

N/A

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
N/A	TRUSTEE	3.00		$183,785	$0	$183,785

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	$860,312	$1,317,687	$23,881,809	$-457,375
2023	$1,003,711	$1,306,769	$24,339,184	$-303,058
2022	$811,164	$1,316,047	$24,642,242	$-504,883
2021	$6,054,660	$1,224,500	$25,147,125	$4,830,160
2020	$2,394,723	$1,154,558	$20,316,965	$1,240,165
2019	$962,416	$1,206,315	$19,076,800	$-243,899
2018	$1,579,251	$994,049	$19,320,699	$585,202

VIRGINIA KIMBROUGH CLARK REESE AND THOMAS MATT REESE TRUST