LYNN COLBERT CHARITABLE FOUNDATION (EIN 736131373) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

GEOFF JOHNSON

Phone

5802517027

Tax Period

2024-07-01 to 2025-06-30

LYNN COLBERT CHARITABLE FOUNDATION, founded in 1971, is a community nonprofit that reported $5.2M in total revenue in fiscal year 2024. The organization ran a surplus of $809K, a strong 16% operating margin.

Mission

GRANT SCHOLARSHIPS TO STUDENTS ATTENDING MURRAY STATE COLLEGE ANDSUPPLEMENTAL OPERATIONAL FUNDS FOR MURRAY STATE COLLEGE.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,688,677

Other Revenue $2,510,590

TOTAL REVENUE $5,199,267

Expense Breakdown

Grants Paid $3,708,111

Salaries & Benefits $292,853

Fundraising Expenses $0

Program Expenses $3,708,111

Other Expenses $389,658

TOTAL EXPENSES $4,390,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,199,267	$5,198,830	+0.0%
Expenses	$4,390,622	$4,505,909	0.0%
Net Income	$808,645	$692,921	+0.2%

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

$549,524

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN CELLUM	CO-TRUSTEE	1.00	Director	$0	$23,433	$150,997
MARY SUE SUZIE BREWSTER	CO-TRUSTEE	1.00	Director	$0	$0	$0
TIM FALTYN	CO-TRUSTEE	1.00	Director	$0	$70,420	$398,527
ZAC POGUE	CO-TRUSTEE	1.00	Director	$0	$0	$0
N/A	CO-TRUSTEE	2.00		$292,853	$0	$292,853

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	$5,199,267	$4,390,622	$51,831,712	$808,645
2024	$5,198,830	$4,505,909	$51,023,067	$692,921
2023	$8,187,894	$4,619,022	$50,330,146	$3,568,872
2022	$13,887,455	$4,331,928	$46,761,274	$9,555,527
2021	$6,896,327	$3,446,811	$37,205,747	$3,449,516
2020	$3,949,757	$3,214,224	$33,756,231	$735,533

LYNN COLBERT CHARITABLE FOUNDATION