FOUNDATION FOR LOVEJOY SCHOOLS (EIN 810625033) - 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

2003

Legal Domicile

Principal Officer

BRIAN DALE

Phone

4697428043

Tax Period

2023-07-01 to 2024-06-30

FOUNDATION FOR LOVEJOY SCHOOLS, founded in 2003, is a small nonprofit in the Education sector that reported $820K in total revenue in fiscal year 2023.

Mission

CHARITABLE AND EDUCATIONAL BENEFITS TO LOVEJOY ISD

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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 (2023)

Revenue Breakdown

Contributions & Grants $301,742

Program Service Revenue $0

Investment Income $49,409

Other Revenue $468,892

TOTAL REVENUE $820,043

Expense Breakdown

Grants Paid $675,310

Salaries & Benefits $0

Fundraising Expenses $109,610

Program Expenses $675,310

Other Expenses $145,682

TOTAL EXPENSES $820,992

Year-over-Year Comparison

	2023	2022	Change
Revenue	$820,043	$845,067	0.0%
Expenses	$820,992	$818,708	+0.0%
Net Income	$-949	$26,359	-1.0%

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
STACY JAYNES	Treasurer	4.00	Officer Director	$0	$0	$0
ADAM BRONSON	Director	1.00	Director	$0	$0	$0
JEFF REINHARD	Director	1.00	Director	$0	$0	$0
GINA LEGARE	Director	1.00	Director	$0	$0	$0
BRIAN DALE	President	4.00	Officer Director	$0	$0	$0
DONNA JOHNSON	Director	1.00	Director	$0	$0	$0
CHRISTAN PRUITT	Secretary	4.00	Officer Director	$0	$0	$0
KEREN MARTIN	Director	1.00	Director	$0	$0	$0
CASEY JONES	Vice President	4.00	Officer Director	$0	$0	$0
LARRY KONECKY	Director	1.00	Director	$0	$0	$0
HENRY FRILOUX	Director	4.00	Director	$0	$0	$0
CAROLYNN CHRISTENSON	Director	1.00	Director	$0	$0	$0
LINDSAY COFFEY	Director	1.00	Director	$0	$0	$0
LAUREN FERRELL	Director	1.00	Director	$0	$0	$0
JUSTIN GOERTZ	Director	1.00	Director	$0	$0	$0
JUSTIN LAUTEN	Director	1.00	Director	$0	$0	$0
JONATHAN PRICE	Director	1.00	Director	$0	$0	$0
JENNIFER STUCHLY	Director	1.00	Director	$0	$0	$0
ABBE TIMMONS	Director	1.00	Director	$0	$0	$0
ALLISON VERMIE	Director	1.00	Director	$0	$0	$0
MELISSA VITEK	Director	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
2024	$820,043	$820,992	$1,259,900	$-949
2023	$845,067	$818,708	$1,220,051	$26,359
2022	$995,518	$915,715	$971,890	$79,803
2020	$676,959	$651,092	$709,599	$25,867
2019	$614,420	$549,102	$868,328	$65,318
2018	$661,584	$576,327	$864,968	$85,257

FOUNDATION FOR LOVEJOY SCHOOLS