LOUDON COUNTY EDUCATION FOUNDATION

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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

Principal Officer

MICHELE LEWIS

Phone

8654588749

Tax Period

2024-01-01 to 2024-12-31

LOUDON COUNTY EDUCATION FOUNDATION, founded in 1998, is a small nonprofit in the Education sector that reported $211K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $54K, a strong 25% operating margin.

Mission

TO INVEST IN EDUCATION IN LOUDON COUNTY, TN BY ENRICHING LIFELONG LEARNING, ENCOURAGING PROFESSIONAL DEVELOPMENT ADN EMPHASIZING BUSINESS AND COMMUNITY PARTICIPATION.

Program Service Accomplishments

Program 1

Expenses: $105,847

PROMOTION AND RECOGNITION OF EDUCATIONAL EXCELLENCE THROUGH SCHOLARSHIPS AWARDED TO STUDENTS AND GRANTS AWARDED TO SCHOOLS FOR SPECIFIC CLASSROOM PROJECTS AND ASSISTANCE TO AT RISK STUDENTS TOWARD...

PROMOTION AND RECOGNITION OF EDUCATIONAL EXCELLENCE THROUGH SCHOLARSHIPS AWARDED TO STUDENTS AND GRANTS AWARDED TO SCHOOLS FOR SPECIFIC CLASSROOM PROJECTS AND ASSISTANCE TO AT RISK STUDENTS TOWARD ACHIEVING GRADES AND GOALS TO GRADUATE HIGH SCHOOL

Program 2

Expenses: $26,771

PROMOTION OF PRE-KINDERGARTEN READING AND EDUCATIONAL DEVELOPMENT AS PART OF DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM.

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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 $182,280

Program Service Revenue $0

Investment Income $27,451

Other Revenue $1,140

TOTAL REVENUE $210,871

Expense Breakdown

Grants Paid $60,255

Salaries & Benefits $66,307

Fundraising Expenses $9,585

Program Expenses $132,618

Other Expenses $30,721

TOTAL EXPENSES $157,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,871	$183,344	+0.2%
Expenses	$157,283	$211,220	-0.3%
Net Income	$53,588	$-27,876	-2.9%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY DUNLAP	PAST CHAIR	N/A	Officer	$0	$0	$0
MISSY GARNER	VICE-CHAIR	N/A	Officer	$0	$0	$0
MICHELE LEWIS	DIRECTOR	N/A	Officer	$0	$0	$0
AARON SCHOENIKE	TREASURER	N/A	Officer	$0	$0	$0
CANDA SIMS	SECRETARY	N/A	Officer	$0	$0	$0
JACK SIMS	CHAIR	N/A	Officer	$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	$210,871	$157,283	$281,143	$53,588
2023	$183,344	$211,220	$263,524	$-27,876
2022	$149,767	$213,636	$277,675	$-63,869
2021	$142,400	$226,701	$417,325	$-84,301
2020	$142,063	$177,338	$448,584	$-35,275
2019	$213,450	$224,448	$442,514	$-10,998
2018	$213,098	$248,575	$426,882	$-35,477