SHELBY COUNTY EDUCATION FOUNDATION (EIN 621862441) - 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

JEFF BRYANT

Phone

9014732764

Tax Period

2020-01-01 to 2020-12-31

SHELBY COUNTY EDUCATION FOUNDATION, founded in 2001, is a micro nonprofit that reported $8K in total revenue in fiscal year 2020. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $58K exceeded revenue, resulting in a 657% operating deficit.

Mission

TO PROMOTE COMMUNITY SUPPORT FOR THE ENHANCEMENT OF HIGH QUALITY EDUCATION FOR THE STUDENTS AND STAFF IN THE SHELBY COUNTY 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 (2020)

Revenue Breakdown

Contributions & Grants $7,666

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,982

Fundraising Expenses $0

Program Expenses $46,613

Other Expenses $10,057

TOTAL EXPENSES $58,039

Year-over-Year Comparison

	2020	2019	Change
Revenue	$7,666	$140,868	-0.9%
Expenses	$58,039	$1,638,630	-1.0%
Net Income	$-50,373	$-1,497,762	-1.0%

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

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

$24,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALVIS OTERO	DIRECTOR	1.00	Director	$0	$0	$0
ANDY GATTAS	DIRECTOR	1.00	Director	$0	$0	$0
ANDY WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
BILL BROWN	DIRECTOR	1.00	Director	$0	$0	$0
CHARLA SPARKS	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNE EDMISTON	DIRECTOR	1.00	Director	$0	$0	$0
LOWELL BLACKHAM	DIRECTOR	1.00	Director	$0	$0	$0
JEFF BRYANT	PRESIDENT	1.00	Officer Director	$0	$0	$0
NYKESHA COLE	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD MCBRYDE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SANDRA BURKE	DIRECTOR	1.00	Director	$0	$0	$0
SHARON THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
ALAN KIRKPATRICK	DIRECTOR	1.00	Director	$0	$0	$0
MARY WILDER	DIRECTOR	1.00	Director	$0	$0	$0
DIANNE K POLLY	EXECUTIVE DI	15.00	Officer	$24,750	$0	$24,750

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	$7,666	$58,039	$49,015	$-50,373
2019	$140,868	$1,638,630	$127,542	$-1,497,762
2018	$3,072,954	$3,092,342	$2,312,913	$-19,388

SHELBY COUNTY EDUCATION FOUNDATION