ALICE LLOYD COLLEGE (EIN 610492351) - 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

1922

Legal Domicile

Principal Officer

JESSIE WILKS

Phone

6063682101

Tax Period

2024-08-01 to 2025-07-31

ALICE LLOYD COLLEGE, founded in 1922, is a mid-sized nonprofit in the Education sector that reported $44.2M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20.0M, a strong 45% operating margin.

Mission

THE MISSION OF ALICE LLOYD COLLEGE IS TO EDUCATE MOUNTAIN PEOPLE FOR POSITIONS OF LEADERSHIP BY MAKING AN ALICE LLOYD COLLEGE EDUCATION ACCESSIBLE TO QUALIFIED MOUNTAIN STUDENTS REGARDLESS OF THEIR FINANCIAL SITUATION. THE COLLEGE PROVIDES A HIGH-QUALITY ACADEMIC PROGRAM WITH A STRONG EMPHASIS ON THE LIBERAL ARTS AND PROMOTES A WORK ETHIC THROUGH ITS SELF-HELP STUDENT WORK PROGRAM, IN WHICH ALL FULL-TIME STUDENTS PARTICIPATE. ALICE LLOYD COLLEGE FOSTERS AN ATMOSPHERE WHERE CHRISTIAN VALUES ARE UPHELD, ENCOURAGING HIGH PERSONAL STANDARDS AND CHARACTER DEVELOPMENT. ADDITIONALLY, THE COLLEGE SERVES THE COMMUNITY AND REGION THROUGH OUTREACH PROGRAMS THAT EMBRACE THE PHILOSOPHY OF MOUNTAIN PEOPLE HELPING MOUNTAIN PEOPLE. ALICE LLOYD COLLEGE SUPPORTS DESERVING STUDENTS IN PURSUING ADVANCED STUDY BEYOND THEIR PROGRAM AT THE COLLEGE AND AIMS TO PRODUCE LEADERS FOR APPALACHIA WHO EMBODY HIGH MORAL AND ETHICAL VALUES, SELF-RELIANCE, AND A COMMITMENT TO SERVING OTHERS.

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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 $26,483,653

Program Service Revenue $11,306,701

Investment Income $6,816,722

Other Revenue $-378,606

TOTAL REVENUE $44,228,470

Expense Breakdown

Grants Paid $2,739,572

Salaries & Benefits $8,251,468

Fundraising Expenses $1,673,931

Program Expenses $19,776,198

Other Expenses $13,229,959

TOTAL EXPENSES $24,220,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,228,470	$30,054,109	+0.5%
Expenses	$24,220,999	$21,889,974	+0.1%
Net Income	$20,007,471	$8,164,135	+1.5%

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

Employees

287

Volunteers

208

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

$141,799

Total Directors

Key Employees

$204,406

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM STEPP	PRESIDENT	70.00	Key Emp	$192,000	$12,406	$204,406
JESSIE WILKS	V.P. BUSINES	50.00	Officer	$92,824	$48,975	$141,799
JOE STEPP	CHANCELLOR	70.00	Highest	$103,846	$27,000	$130,846
JAMES AYERS	MEMBER	N/A	Director	$0	$0	$0
DWIGHT J BAUM	MEMBER	N/A	Director	$0	$0	$0
ROBERT DUNCAN	CHAIRMAN	N/A	Officer Director	$0	$0	$0
DR JERRY DAVIS	MEMBER	N/A	Director	$0	$0	$0
JERRY L EDWARDS	MEMBER	N/A	Director	$0	$0	$0
JULIE DAVIS HOPKINS	MEMBER	N/A	Director	$0	$0	$0
CHARLES HUGHES	MEMBER	N/A	Director	$0	$0	$0
GEORGE NICHOLS III	MEMBER	N/A	Director	$0	$0	$0
WILLIAM J REIK JR	MEMBER	N/A	Director	$0	$0	$0
KIMBERLY JONES	MEMBER	N/A	Director	$0	$0	$0
HILDA G LEGG-POTTER	MEMBER	N/A	Director	$0	$0	$0
LARRY M LESLIE MD	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
RACHEL D MULLINAX	MEMBER	N/A	Director	$0	$0	$0
STEVEN NEIL MIDDLETON	MEMBER	N/A	Director	$0	$0	$0
BEN PARK	MEMBER	N/A	Director	$0	$0	$0
KAREN R SELLERS	MEMBER	N/A	Director	$0	$0	$0
ROBERT W FINLEY SR	MEMBER	N/A	Director	$0	$0	$0
KEVIN SMITH	MEMBER	N/A	Director	$0	$0	$0
PAUL THORNSBERRY	MEMBER	N/A	Director	$0	$0	$0
JANNA P VICE	MEMBER	N/A	Director	$0	$0	$0
HENRY WEBB	MEMBER	N/A	Director	$0	$0	$0
DR ANTHONY YONTS	VICE CHARIMA	N/A	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
2025	$44,228,470	$24,220,999	$192,471,009	$20,007,471
2024	$30,054,109	$21,889,974	$166,312,674	$8,164,135
2023	$28,663,945	$20,939,517	$148,432,903	$7,724,428
2022	$30,649,937	$19,834,756	$136,427,755	$10,815,181
2021	$27,107,550	$18,711,095	$131,435,414	$8,396,455
2020	$24,831,207	$17,259,360	$112,488,977	$7,571,847
2019	$26,102,539	$16,909,892	$103,393,374	$9,192,647

ALICE LLOYD COLLEGE