VESTAVIA HILLS CITY SCHOOLS FOUNDATION (EIN 631170861) - 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

1996

Legal Domicile

Principal Officer

BETH MOODY

Phone

2056167500

Tax Period

2024-05-01 to 2025-04-30

VESTAVIA HILLS CITY SCHOOLS FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $375K in total revenue in fiscal year 2017. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $225K, a strong 60% operating margin.

Mission

THE VESTAVIA HILLS CITY SCHOOLS FOUNDATION EXISTS TO PROVIDE PERPETUAL FINANCIAL SUPPORT TO EACH OF VESTAVIA HILLS CITY SCHOOLS AND TO PROTECT AND FOSTER THE STANDARD OF ACADEMIC EXCELLENCE IN THE SCHOOL SYSTEM.

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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 $55,887

Program Service Revenue $0

Investment Income $207,815

Other Revenue $154,143

TOTAL REVENUE $417,845

Expense Breakdown

Grants Paid $172,261

Salaries & Benefits $67,064

Fundraising Expenses $71,106

Program Expenses $180,608

Other Expenses $51,138

TOTAL EXPENSES $290,463

Year-over-Year Comparison

	2024	2023	Change
Revenue	$417,845	$566,304	-0.3%
Expenses	$290,463	$276,078	+0.1%
Net Income	$127,382	$290,226	-0.6%

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

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
AMBER TERAKEDIS	BOARD MEMBER	0.40	Director	$0	$0	$0
KATIE LAMASTER	BOARD MEMBER	0.40	Director	$0	$0	$0
KELLY CONNELLY	BOARD MEMBER	0.40	Director	$0	$0	$0
LANDON NAST	BOARD MEMBER	0.40	Director	$0	$0	$0
LAURA TULL	BOARD MEMBER	0.40	Director	$0	$0	$0
LAUREN CATER	BOARD MEMBER	0.40	Director	$0	$0	$0
LIBBY BROWNE	BOARD MEMBER	0.40	Director	$0	$0	$0
LINDSAY ALMOND	BOARD MEMBER	0.40	Director	$0	$0	$0
KARON VONCANNON	BOARD MEMBER	0.40	Director	$0	$0	$0
LINDSAY HANDEY	BOARD MEMBER	0.40	Director	$0	$0	$0
LISA ALTIMIRANO	BOARD MEMBER	0.40	Director	$0	$0	$0
LOWREY MCCABE	BOARD MEMBER	0.40	Director	$0	$0	$0
MARIA MADDEN	BOARD MEMBER	0.40	Director	$0	$0	$0
MEGAN DANTONE	BOARD MEMBER	0.40	Director	$0	$0	$0
MICHELE MORROW	BOARD MEMBER	0.40	Director	$0	$0	$0
MITCHELL SMITH	BOARD MEMBER	0.40	Director	$0	$0	$0
REBEKAH HUNTER	BOARD MEMBER	0.40	Director	$0	$0	$0
LINDSEY ROEBUCK	BOARD MEMBER	0.40	Director	$0	$0	$0
KARLIE WILSON	BOARD MEMBER	0.40	Director	$0	$0	$0
JESSICA THOMAS	BOARD MEMBER	0.40	Director	$0	$0	$0
BRITTANY JONES	BOARD MEMBER	0.40	Director	$0	$0	$0
ANNA CORENO	BOARD MEMBER	0.40	Director	$0	$0	$0
ANNA KATHRYN GRESHAM	BOARD MEMBER	0.40	Director	$0	$0	$0
ANNE TURNER CARROLL	BOARD MEMBER	0.40	Director	$0	$0	$0
ASHLEY MARTIN	BOARD MEMBER	0.40	Director	$0	$0	$0
BETH ANNE LOUDERMILK	BOARD MEMBER	0.40	Director	$0	$0	$0
BETH MOODY	PRESIDENT	0.40	Officer Director	$0	$0	$0
BREANNA YOUNG	BOARD MEMBER	0.40	Director	$0	$0	$0
JEREMY BURNS	BOARD MEMBER	0.40	Director	$0	$0	$0
TIFFANY DAVIS	PRESIDENT - ELECT	0.40	Officer Director	$0	$0	$0
BRYANT CROSS	BOARD MEMBER	0.40	Director	$0	$0	$0
CASSIE THOMPSON	BOARD MEMBER	0.40	Director	$0	$0	$0
CONNIE GOODMAN	BOARD MEMBER	0.40	Director	$0	$0	$0
CRYSHELLE PATTERSON	BOARD MEMBER	0.40	Director	$0	$0	$0
DAVID WISE	TREASURER- ELECT	0.40	Officer Director	$0	$0	$0
ERIN SEARSON	BOARD MEMBER	0.40	Director	$0	$0	$0
FLYNT CONNOR	BOARD MEMBER	0.40	Director	$0	$0	$0
BROOKE WALKER	BOARD MEMBER	0.40	Director	$0	$0	$0
MAURINE BATSON	SECRETARY	0.60	Officer Director	$0	$0	$0
CHIP HOOVER	TREASURER	1.20	Officer Director	$0	$0	$0
ASHLEY GROVES	PAST-PRESIDENT	1.20	Officer 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	$417,845	$290,463	$3,970,835	$127,382
2024	$566,304	$276,078	$3,715,107	$290,226
2023	$265,081	$264,306	$3,482,930	$775
2022	$313,064	$251,245	$3,543,243	$61,819
2021	$342,684	$233,785	$3,784,001	$108,899
2020	$269,835	$231,748	$3,188,674	$38,087
2019	$250,402	$197,113	$3,145,088	$53,289
2018	$374,777	$149,586	$2,923,527	$225,191

VESTAVIA HILLS CITY SCHOOLS FOUNDATION