LINVILLE FOUNDATION INC (EIN 821682102) - 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

2017

Legal Domicile

Principal Officer

TOM DALE

Phone

8287333043

Tax Period

2023-01-01 to 2023-12-31

LINVILLE FOUNDATION INC, founded in 2017, is a small nonprofit in the Education sector that reported $686K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $156K, a strong 23% operating margin.

Mission

The Foundation inspires, encourages, and supports students in their pursuit of college, graduate, or vocational education through financial aid and the granting of scholarship awards.

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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 $512,313

Program Service Revenue $0

Investment Income $173,418

Other Revenue $0

TOTAL REVENUE $685,731

Expense Breakdown

Grants Paid $481,275

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $494,308

Other Expenses $48,781

TOTAL EXPENSES $530,056

Year-over-Year Comparison

	2023	2022	Change
Revenue	$685,731	$521,002	+0.3%
Expenses	$530,056	$447,464	+0.2%
Net Income	$155,675	$73,538	+1.1%

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

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
DAVID THOMPSON	CHAIRMAN	1.00	Director	$0	$0	$0
THOMAS DALE	PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANNE BAILEY	TRUSTEE	1.00	Director	$0	$0	$0
PHILLIP MCWANE	TRUSTEE	1.00	Director	$0	$0	$0
HARRISON H WILLIAMSON JR	TRUSTEE	1.00	Director	$0	$0	$0
PETER LARKIN	TRUSTEE	1.00	Director	$0	$0	$0
CALDWELL ROSE	TRUSTEE	1.00	Director	$0	$0	$0
MARY HOLT MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
GIGI DEMICK	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT SPILMAN III	TRUSTEE	1.00	Director	$0	$0	$0
BETSY AUSTIN	OFFICER	2.00	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$685,731	$530,056	$3,230,062	$155,675
2022	$521,002	$447,464	$2,946,408	$73,538
2021	$1,097,797	$343,332	$3,360,250	$754,465
2020	$373,306	$403,260	$2,689,530	$-29,954
2019	$475,729	$316,049	$2,492,068	$159,680

LINVILLE FOUNDATION INC