LEVY COUNTY SCHOOLS FOUNDATION INC (EIN 592999520) - 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

1989

Legal Domicile

Principal Officer

JOEL D GEORGE

Phone

3524936056

Tax Period

2024-07-01 to 2025-06-30

LEVY COUNTY SCHOOLS FOUNDATION INC, founded in 1989, is a small nonprofit that reported $354K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $337K left a modest 5% surplus.

Mission

THE ORGANIZATION EXISTS TO PROMOTE ENHANCED EDUCATIONAL OPPORTUNITIES BY PROVIDING FINANCIAL SUPPORT TO LEVY COUNTY GRADUATES AND CLASS ROOM PROJECTS

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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 $308,304

Program Service Revenue $0

Investment Income $45,502

Other Revenue $0

TOTAL REVENUE $353,806

Expense Breakdown

Grants Paid $252,374

Salaries & Benefits $34,327

Fundraising Expenses $10,802

Program Expenses $272,550

Other Expenses $50,468

TOTAL EXPENSES $337,169

Year-over-Year Comparison

	2024	2023	Change
Revenue	$353,806	$324,837	+0.1%
Expenses	$337,169	$233,208	+0.4%
Net Income	$16,637	$91,629	-0.8%

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

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

$36,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARDY JUSTIN	D	1.00	Officer Director	$0	$0	$0
HEAD JUSTIN	VP	1.00	Officer Director	$0	$0	$0
SWAIN STACY	D	1.00	Director	$0	$0	$0
GEORGE JOEL D	T	1.00	Officer Director	$0	$0	$0
LOTT ANDY	D	1.00	Director	$0	$0	$0
LOTT BEN	D	1.00	Director	$0	$0	$0
KING COOKIE	D	1.00	Director	$0	$0	$0
SPANN PRENTICE	D	1.00	Director	$0	$0	$0
COWART CHRIS	D	1.00	Director	$0	$0	$0
DEAN CANDY	D	1.00	Director	$0	$0	$0
EDISON JEFF	D	1.00	Director	$0	$0	$0
JONES CAROL	D	1.00	Director	$0	$0	$0
JONES TAMMY	D	1.00	Director	$0	$0	$0
PHILLIPS ANGELA	P	1.00	Director	$0	$0	$0
JOHNS LEWRISSA	S	1.00	Officer Director	$0	$0	$0
SEAY MISSY	D	1.00	Director	$0	$0	$0
WHITEHURST ANNIE	D	20.00	Director	$36,000	$0	$36,000
SMITH SHANNON	D	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
2025	$353,806	$337,169	$863,666	$16,637
2024	$324,837	$233,208	$844,985	$91,629
2023	$233,648	$196,502	$743,777	$37,146
2022	$115,318	$157,460	$707,854	$-42,142
2021	$193,873	$147,035	$748,793	$46,838
2020	$182,270	$146,825	$702,093	$35,445
2019	$131,894	$119,201	$666,755	$12,693
2018	$146,186	$145,748	$653,404	$438

LEVY COUNTY SCHOOLS FOUNDATION INC