HAMILTON COUNTY SCHOOLS FUND FOR EXCELLENCE (EIN 621363725) - 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

1988

Legal Domicile

Principal Officer

KRIS HUMBER

Phone

4232095450

Tax Period

2023-01-01 to 2023-12-31

HAMILTON COUNTY SCHOOLS FUND FOR EXCELLENCE, founded in 1988, is a small nonprofit in the Education sector that reported $554K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. Expenses of $509K left a modest 8% surplus.

Mission

TO IMPROVE THE QUALITY OF EDUCATION WITHIN THE HAMILTON COUNTY, TENNESSEE PUBLIC SCHOOL SYSTEM.

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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 $31,130

Program Service Revenue $0

Investment Income $96,125

Other Revenue $426,877

TOTAL REVENUE $554,132

Expense Breakdown

Grants Paid $288,110

Salaries & Benefits $181,945

Fundraising Expenses $0

Program Expenses $479,454

Other Expenses $39,142

TOTAL EXPENSES $509,197

Year-over-Year Comparison

	2023	2022	Change
Revenue	$554,132	$347,724	+0.6%
Expenses	$509,197	$511,801	0.0%
Net Income	$44,935	$-164,077	-1.3%

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

Total Directors

$77,930

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRIS HUMBER	EXECUTIVE DIRECTOR	40.00	Director	$77,930	$0	$77,930
SHERRIE FORD	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
SANDY DITTUS	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
LEBRON STERCHI	AT LARGE	1.00	Director	$0	$0	$0
SHARON VANDAGRIFF	BOARD MEMBER	0.20	Director	$0	$0	$0
JEANETTE OMARKHAIL	EX OFFICIO	0.20	Director	$0	$0	$0
DR JUSTIN ROBERTS	EX OFFICIO	0.20	Director	$0	$0	$0
KATHY CLARK	BOARD MEMBER	0.20	Director	$0	$0	$0
DR STEVE HIGLANDER	PRESIDENT	0.50	Officer Director	$0	$0	$0
JEFF WEST	BOARD MEMBER	0.20	Director	$0	$0	$0
CHRISTY HIGHFILL	EX OFFICIO	0.20	Director	$0	$0	$0
SONJA MILLARD	BOARD MEMBER	0.20	Director	$0	$0	$0
MIKE REED	EMERITUS	0.20	Director	$0	$0	$0
BILL BROOKS	BOARD MEMBER	0.20	Director	$0	$0	$0
MANDY SENN-SIMMONS	BOARD MEMBER	0.20	Director	$0	$0	$0
TIFFANIE ROBINSON	EX OFFICIO	0.20	Director	$0	$0	$0
RON CRAWFORD	VICE PRESIDENT	0.20	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
2024	No data	No data	No data	No data
2023	$554,132	$509,197	$3,683,000	$44,935
2022	$347,724	$511,801	$586,175	$-164,077
2021	$473,452	$513,761	$741,347	$-40,309
2020	$323,315	$389,644	$742,859	$-66,329
2019	$563,153	$601,845	$759,796	$-38,692
2018	$578,796	$590,281	$736,319	$-11,485

HAMILTON COUNTY SCHOOLS FUND FOR EXCELLENCE