APPALACHIAN FUND MANAGEMENT COMPANY INC (EIN 611399975) - 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

2001

Legal Domicile

Principal Officer

BRENDA MCDANIEL

Phone

6068645175

Tax Period

2020-01-01 to 2020-12-31

APPALACHIAN FUND MANAGEMENT COMPANY INC, founded in 2001, is a micro nonprofit that reported $50K in total revenue in fiscal year 2020. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $56K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE ORGANIZATION SERVES AS THE GENERAL PARTNER OF SOUTHERN APPALACHIAN FUND, LP, A NEW MARKETS VENTURE CAPITAL COMPANY. AS SUCH, IT WILL PROVIDE MANAGEMENT SERVICES TO THE NMVCC TO INSURE PROGRAM RELATED COHESIVE AND PRUDENT INVESTMENTS IN THE APPALACHIAN CORRIDOR.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $50,000

Investment Income $54

Other Revenue $0

TOTAL REVENUE $50,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,721

Other Expenses $55,736

TOTAL EXPENSES $55,736

Year-over-Year Comparison

	2020	2019	Change
Revenue	$50,054	$140,163	-0.6%
Expenses	$55,736	$140,015	-0.6%
Net Income	$-5,682	$148	-39.4%

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

$835,154

Total Directors

$835,154

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
L RAY MONCRIEF	CEO/DIRECTOR	1.00	Officer Director	$0	$0	$90,122
BRENDA MCDANIEL	SECRETARY/TREASURER	1.00	Officer Director	$0	$65,849	$468,113
GRADY VANDERHOOFVEN	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$15,734	$276,919
THOMAS ROGERS	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
2020	$50,054	$55,736	No data	$-5,682
2019	$140,163	$140,015	$7,123	$148
2018	$140,163	$140,015	$7,146	$148

APPALACHIAN FUND MANAGEMENT COMPANY INC