The Epilepsy Foundation of Kentuckiana Inc (EIN 611314540) - 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

1996

Legal Domicile

Principal Officer

Beth Stivers

Phone

5026374440

Tax Period

2023-07-01 to 2024-06-30

The Epilepsy Foundation of Kentuckiana Inc, founded in 1996, is a small nonprofit in the Diseases & Disorders sector that reported $462K in total revenue in fiscal year 2023. Expenses of $511K exceeded revenue, resulting in a 10% operating deficit.

Mission

Leads the fight to overcome the challenges of living with epilepsy.

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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 $405,850

Program Service Revenue $0

Investment Income $1,771

Other Revenue $54,746

TOTAL REVENUE $462,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $341,851

Fundraising Expenses $107,895

Program Expenses $396,892

Other Expenses $168,703

TOTAL EXPENSES $510,554

Year-over-Year Comparison

	2023	2022	Change
Revenue	$462,367	$465,180	0.0%
Expenses	$510,554	$525,022	0.0%
Net Income	$-48,187	$-59,842	-0.2%

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

$106,842

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tim Morris	Treasurer of board	1.00	Officer Director	$0	$0	$0
Eric Wright	Board member	1.00	Director	$0	$0	$0
Kristie Jones	Secretary of board	1.00	Officer Director	$0	$0	$0
Meriem Bensalem-Owen	President of board	1.00	Officer Director	$0	$0	$0
Michael Wallace	Board member	1.00	Director	$0	$0	$0
Michael Gruenthal	Vice-president of board	1.00	Officer Director	$0	$0	$0
Vinay Puri	Board member	1.00	Director	$0	$0	$0
Mindy Heck	Board member	1.00	Director	$0	$0	$0
John Helmers	Board member	1.00	Director	$0	$0	$0
Bradford Timmering	Board member	1.00	Director	$0	$0	$0
Beth Stivers	Executive Director	40.00	Officer	$98,609	$8,233	$106,842

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	$462,367	$510,554	$246,990	$-48,187
2023	$465,180	$525,022	$283,542	$-59,842
2022	$557,634	$510,225	$365,274	$47,409
2021	$522,286	$453,209	$352,649	$69,077
2020	$472,482	$514,533	$312,269	$-42,051
2019	$512,190	$533,141	$272,583	$-20,951

The Epilepsy Foundation of Kentuckiana Inc