HAMBLEN COUNTY FOUNDATION FOR EDUCATIONAL EXCELLENCE & ACHIEVEMENT (EIN 621470855) - 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

1991

Legal Domicile

Principal Officer

DARYL BRADY

Phone

4235815334

Tax Period

2024-07-01 to 2025-06-30

HAMBLEN COUNTY FOUNDATION FOR EDUCATIONAL EXCELLENCE & ACHIEVEMENT, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $173K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $215K exceeded revenue, resulting in a 25% operating deficit.

Mission

SUPPORT EXCELLENCE IN PUBLIC EDUCATION.

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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 $115,107

Program Service Revenue $0

Investment Income $34,257

Other Revenue $23,591

TOTAL REVENUE $172,955

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,633

Fundraising Expenses $8,064

Program Expenses $145,064

Other Expenses $134,816

TOTAL EXPENSES $215,449

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,955	$230,307	-0.2%
Expenses	$215,449	$271,432	-0.2%
Net Income	$-42,494	$-41,125	+0.0%

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

350

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

$17,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICKEY BRABSON	DIRECTOR	0.00	Director	$0	$0	$0
ARNOLD W BUNCH JR	DIRECTOR	0.00	Director	$0	$0	$0
NATHAN FOSHIE	DIRECTOR	0.00	Director	$0	$0	$0
NATASHA MOORE	DIRECTOR	0.00	Officer Director	$0	$0	$0
MARSHALL RAMSEY	DIRECTOR	0.00	Director	$0	$0	$0
AMY STEISSLINGER	DIRECTOR	0.00	Officer Director	$0	$0	$0
TERESA TRENT	DIRECTOR	0.00	Director	$0	$0	$0
ALEX ROM-ROGINSKI	DIRECTOR	0.00	Officer Director	$0	$0	$0
MIKE BEST	DIRECTOR	0.00	Director	$0	$0	$0
TIM COLEY	DIRECTOR	0.00	Director	$0	$0	$0
KATHERINE BERNS	DIRECTOR	0.00	Director	$0	$0	$0
STAN GREENE	DIRECTOR	0.00	Director	$0	$0	$0
LISA KELLEY	DIRECTOR	0.00	Director	$0	$0	$0
JESSICA RICH	DIRECTOR	0.00	Officer Director	$0	$0	$0
SYLVIA THARP	DIRECTOR	0.00	Director	$0	$0	$0
LINDSEY WILD	DIRECTOR	0.00	Director	$0	$0	$0
CHRIS CATES	DIRECTOR	0.00	Director	$0	$0	$0
ANDY SMITH	DIRECTOR	0.00	Director	$0	$0	$0
TISH JONES	INTERIM EXECUTIVE DIRECTOR	30.00	Director	$17,000	$0	$17,000

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	$172,955	$215,449	$1,200,967	$-42,494
2024	$230,307	$271,432	$1,172,413	$-41,125
2023	$233,792	$280,674	$1,140,342	$-46,882
2023	$281,361	$277,556	$954,804	$3,805
2022	$332,322	$265,373	$1,149,455	$66,949
2021	$81,347	$234,200	$1,212,032	$-152,853
2020	$99,431	$253,235	$1,228,752	$-153,804
2019	$149,342	$276,523	$1,335,509	$-127,181
2018	$113,304	$284,151	$1,434,975	$-170,847

HAMBLEN COUNTY FOUNDATION FOR EDUCATIONAL EXCELLENCE & ACHIEVEMENT