BLOUNT COUNTY EDUCATION FOUNDATION (EIN 621430230) - 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

1998

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

BLOUNT COUNTY EDUCATION FOUNDATION, founded in 1998, is a small nonprofit that reported $211K in total revenue in fiscal year 2023. Revenue surged 142% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 26% operating margin.

Mission

TO PROVIDE DIRECT SUPPORT FOR THE BENEFIT OF BLOUNT COUNTY, TENNESSEE SCHOOLS

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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 $210,570

Program Service Revenue $0

Investment Income $128

Other Revenue $0

TOTAL REVENUE $210,698

Expense Breakdown

Grants Paid $68,717

Salaries & Benefits $63,437

Fundraising Expenses $0

Program Expenses $143,998

Other Expenses $24,493

TOTAL EXPENSES $156,647

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,698	$86,888	+1.4%
Expenses	$156,647	$129,800	+0.2%
Net Income	$54,051	$-42,912	-2.3%

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

N/A

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

$58,847

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENEE POOLE	EXECUTIVE DIRECTOR	40.00	Director Highest	$58,847	$0	$58,847
KATIE MILLER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN KELLY	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER NORTON	DIRECTOR	1.00	Director	$0	$0	$0
PETER WOMACK	DIRECTOR	1.00	Director	$0	$0	$0
STEVE STOUT	DIRECTOR	1.00	Director	$0	$0	$0
KELLI HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
JAVON CRANE	DIRECTOR	1.00	Director	$0	$0	$0
JAKE JONES	DIRECTOR	1.00	Director	$0	$0	$0
SALLY JONES	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON EVERHART	CHAIRMAN	1.00	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	No data	No data	No data	No data
2024	$210,698	$156,647	$112,970	$54,051

BLOUNT COUNTY EDUCATION FOUNDATION