Lauderdale County Foundation for Excellence in Education (EIN 881498388) - 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

2022

Legal Domicile

Principal Officer

Janet Roberts

Phone

6016931683

Tax Period

2025-01-01 to 2025-12-31

Lauderdale County Foundation for Excellence in Education, founded in 2022, is a small nonprofit in the Education sector that reported $213K in total revenue in fiscal year 2025.

Mission

The Lauderdale County School District Foundation partners with our community to enhance public education across 11 campuses, supporting more than 900 faculty and staff and nearly 6,000 students and their families. We fund classroom innovation, student support programs, and educator recognition, ensuring every learner has the opportunity to thrive. The Foundation is committed to bringing inspiration and innovation to the Lauderdale County School District. Our goals focus on enhancing learning opportunities and fostering student success through three key funding areas: direct support for teachers, direct support for students, and district advancement and operations.

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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 (2025)

Revenue Breakdown

Contributions & Grants $212,947

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $212,947

Expense Breakdown

Grants Paid $208,150

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,150

Other Expenses $200

TOTAL EXPENSES $208,350

Year-over-Year Comparison

	2025	2024	Change
Revenue	$212,947	N/A	N/A
Expenses	$208,350	N/A	N/A
Net Income	$4,597	$0	N/A

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

N/A

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
Cheryl Thomas	Board Member	0.5	Officer Director	$0	$0	$0
Bethany Stringer	Board Member	0.5	Director	$0	$0	$0
Deanna Smith	Board Member	0.5	Director	$0	$0	$0
Ashley Ross	Board Member	0.5	Director	$0	$0	$0
Andrea Williams	Board Member	0.5	Director	$0	$0	$0
Marie Roberts	Volunteer Executive Director	0.5	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	$212,947	$208,350	$11,727	$4,597

Lauderdale County Foundation for Excellence in Education