Julius Freyhan Foundation (EIN 720918452) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

Elizabeth Lavasseur

Phone

2816081137

Tax Period

2023-01-01 to 2023-12-31

Julius Freyhan Foundation, founded in 1978, is a micro nonprofit that reported $45K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $18K, a strong 40% operating margin.

Mission

To restore the Julius Freyhan School Building and open it to the public as a museum highlighting Jewish history in the south and as a place for local cultural activities.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $18,650

Program Service Revenue $0

Investment Income $2,507

Other Revenue $23,659

TOTAL REVENUE $44,816

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,966

Other Expenses $26,741

TOTAL EXPENSES $26,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,816	$61,108	-0.3%
Expenses	$26,741	$27,150	0.0%
Net Income	$18,075	$33,958	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
Elizabeth Lavasseur	President	001.00	Officer Director	$0	$0	$0
Miles Higgins	Vice President	001.00	Officer Director	$0	$0	$0
Janice Wynn	Treasurer	001.00	Officer Director	$0	$0	$0
Doug Cochran	Director	N/A	Director	$0	$0	$0
Mark Drennen	Director	N/A	Director	$0	$0	$0
Ruthie Davis	Director	N/A	Director	$0	$0	$0
Susan Davis	Director	N/A	Director	$0	$0	$0
Leigh Jones	Director	N/A	Director	$0	$0	$0
Norman Ferachi	Director	N/A	Director	$0	$0	$0
Amy Louviere	Director	N/A	Director	$0	$0	$0
David Norwood	Director	N/A	Director	$0	$0	$0
Conville Lemoine	Director	N/A	Director	$0	$0	$0
Richard Lipsey	Director	N/A	Director	$0	$0	$0
Pam Roby	Director	N/A	Director	$0	$0	$0
Alvin Rotenberg	Director	N/A	Director	$0	$0	$0
Missy Couhig	Secretary	001.00	Officer Director	$0	$0	$0
Belton Didier	Director	N/A	Director	$0	$0	$0
Carley Whatley	Director	N/A	Director	$0	$0	$0
James Fox-Smith	Director	N/A	Director	$0	$0	$0
Sylvia Leake	Director	N/A	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
2024	No data	No data	No data	No data
2023	$44,816	$26,741	$1,067,132	$18,075
2022	$61,108	$27,150	$1,049,057	$33,958
2021	$31,808	$38,708	$1,015,099	$-6,900
2020	$59,944	$27,909	$1,021,999	$32,035
2019	$77,693	$33,250	$989,964	$44,443
2018	$93,025	$22,391	$945,521	$70,634

Julius Freyhan Foundation