Lurleen B Wallace Community College Foundation (EIN 630716517) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Lurleen B Wallace Community College Foundation, founded in 1970, is a small nonprofit in the Education sector that reported $767K in total revenue in fiscal year 2018. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $152K, a strong 20% operating margin.

Mission

Promote the study and teaching of all subjects that may be offered at LBW Community College, to receive contributions and funds which provide gifts of scholarships to the college for students who have been selected by the colleges committee(s).

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $334,545

Program Service Revenue $0

Investment Income $712,447

Other Revenue $0

TOTAL REVENUE $1,046,992

Expense Breakdown

Grants Paid $393,630

Salaries & Benefits $0

Fundraising Expenses $14,342

Program Expenses $393,630

Other Expenses $84,256

TOTAL EXPENSES $477,886

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,046,992	$859,282	+0.2%
Expenses	$477,886	$1,792,254	-0.7%
Net Income	$569,106	$-932,972	-1.6%

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

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
Donna Youmans	Director	0.50	Director	$0	$0	$0
Danielle Baker	Director	0.50	Director	$0	$0	$0
Kathy Presley	Director	0.50	Director	$0	$0	$0
Melinda Hall	Director	0.50	Director	$0	$0	$0
Michelle Gerlach	Director	0.50	Director	$0	$0	$0
Greg White	Ex-Officio member	1.00	Director	$0	$0	$0
Dr Jean Thompson	Director	0.50	Director	$0	$0	$0
Glenn Cooper	Director	0.50	Director	$0	$0	$0
Melissa King	Director	0.50	Director	$0	$0	$0
Anna Till	Director	0.50	Director	$0	$0	$0
Reid Taylor	Director	0.50	Director	$0	$0	$0
Matt Herring	Director	0.50	Director	$0	$0	$0
Dr Kevin Wilburn	Director	0.50	Director	$0	$0	$0
Justin Sightler	Director	0.50	Director	$0	$0	$0
Shannon Jackson	Immed Past President	0.50	Director	$0	$0	$0
Bert Champion	Director	0.50	Director	$0	$0	$0
Dr Brock Kelley	Ex-Officio member	1.00	Director	$0	$0	$0
Corey Bryan	Director	0.50	Director	$0	$0	$0
Libby Cotter	Ex-Officio member	0.50	Director	$0	$0	$0
Wanda Woods	Director	0.50	Director	$0	$0	$0
James Krudop	Director	0.50	Director	$0	$0	$0
Dave Crenshaw	Director	0.50	Director	$0	$0	$0
David Anthony	Ex-Officio member	0.50	Director	$0	$0	$0
Evelyn Causey	President	2.00	Officer Director	$0	$0	$0
Chrissie Duffy	Executive Director	10.00	Key Emp	$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	$1,046,992	$477,886	$7,209,456	$569,106
2022	$859,282	$1,792,254	$6,645,900	$-932,972
2021	$1,350,983	$527,874	$7,560,360	$823,109
2020	$739,113	$337,334	$6,787,306	$401,779
2019	$1,268,359	$817,404	$6,258,464	$450,955
2018	$766,726	$614,542	$7,288,785	$152,184

Lurleen B Wallace Community College Foundation