LINLY HEFLIN UNIT INC (EIN 636047968) - 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

1919

Legal Domicile

Principal Officer

EMILY CURRAN

Phone

2058718171

Tax Period

2024-06-01 to 2025-05-31

LINLY HEFLIN UNIT INC, founded in 1919, is a small nonprofit in the Education sector that reported $782K in total revenue in fiscal year 2018. Revenue fell 74% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $217K, a strong 28% operating margin.

Mission

GRANT SCHOLARSHIPS TO YOUNG WOMEN WHO ATTEND COLLEGES AND UNIVERSITIES WITHIN ALABAMA

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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 $664,847

Program Service Revenue $0

Investment Income $683,396

Other Revenue $-86,132

TOTAL REVENUE $1,262,111

Expense Breakdown

Grants Paid $809,253

Salaries & Benefits $0

Fundraising Expenses $12,387

Program Expenses $809,253

Other Expenses $27,135

TOTAL EXPENSES $836,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,262,111	$819,479	+0.5%
Expenses	$836,388	$1,024,441	-0.2%
Net Income	$425,723	$-204,962	-3.1%

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

100

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
SUMNER STARLING	PRESIDENT	1.00	Officer Director	$0	$0	$0
VIRGINIA PHILLIPS	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
VALERIE LIGHTFOOT	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY BEASLEY	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
BEVERLEY HOYT	CORRESPONDING SECRETARY	1.00	Officer Director	$0	$0	$0
EMILY CURRAN	TREASURER	1.00	Officer Director	$0	$0	$0
ANN PERRY	PROJECT TREASURER	1.00	Officer Director	$0	$0	$0
MARGARET MARTIN	SCHOLARSHIP CHAIR	1.00	Officer Director	$0	$0	$0
TRISHA DODSON	SCHOLARSHIP ADVISOR	1.00	Officer Director	$0	$0	$0
KATHY HOSKINS	SCHOLARSHIP TRUST FUND CHA	1.00	Officer Director	$0	$0	$0
CARLA ROBERSON	PAST PRESIDENT	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	$1,262,111	$836,388	$10,190,597	$425,723
2024	$819,479	$1,024,441	$9,842,940	$-204,962
2023	$633,769	$1,171,719	$10,047,902	$-537,950
2022	$1,766,365	$839,260	$10,585,852	$927,105
2021	$728,859	$680,959	$9,658,747	$47,900
2020	$734,277	$726,202	$9,679,310	$8,075
2019	$782,235	$565,669	$9,671,235	$216,566

LINLY HEFLIN UNIT INC