BROWNSFERRY SPIRIT FUND (EIN 631008933) - 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

2003

Legal Domicile

Principal Officer

LESLIE VANDIVER

Phone

2566545014

Tax Period

2024-02-01 to 2025-01-31

BROWNSFERRY SPIRIT FUND, founded in 2003, is a micro nonprofit in the Human Services sector that reported $37K in total revenue in fiscal year 2018. Revenue fell 59% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $17K, a strong 47% operating margin.

Mission

HELPING NEEDY INDIVIDUALS AND FAMILIES

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,151

Program Service Revenue $0

Investment Income $67

Other Revenue $0

TOTAL REVENUE $2,218

Expense Breakdown

Grants Paid $7,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,996

Other Expenses $246

TOTAL EXPENSES $7,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,218	$2,263	0.0%
Expenses	$7,996	$5,275	+0.5%
Net Income	$-5,778	$-3,012	+0.9%

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

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
BETHANY HYDER	TREASURER TRUSTEE	3.00	Officer Director	$0	$0	$0
LESLIE VANDIVER	CHAIRMAN TRUSTEE	3.00	Officer Director	$0	$0	$0
CHRISTEL LUCAS	ASST TREASURER TRUSTEE	1.00	Officer Director	$0	$0	$0
NANITA BROWN	ALLOCATIONS CHAIR TRUSTEE	1.00	Officer Director	$0	$0	$0
HALEY BOWLING	TRUSTEE ALLOCATIONS COMM	1.00	Director	$0	$0	$0
CASEY BRIGGS	TRUSTEE ALLOCATIONS COMM	1.00	Director	$0	$0	$0
BRAD BRUCE	TRUSTEE ALLOCATIONS COMM	1.00	Director	$0	$0	$0
NATHAN COOPER	TRUSTEE ALLOCATIONS COMM	1.00	Director	$0	$0	$0
KELLI HARVEY	TRUSTEE ALLOCATIONS COMM	1.00	Director	$0	$0	$0
SHERIDA TURNER	TRUSTEE ALLOCATIONS COMM	1.00	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	$2,218	$7,996	$125,138	$-5,778
2024	$2,263	$5,275	$130,916	$-3,012
2023	$4,783	$8,600	$133,928	$-3,817
2022	$4,389	$16,072	$137,745	$-11,683
2021	$12,508	$17,783	$149,428	$-5,275
2020	$18,996	$16,301	$154,703	$2,695
2019	$36,629	$19,459	$152,008	$17,170

BROWNSFERRY SPIRIT FUND