COMMUNITY FOUNDATION OF W GEORGIA (EIN 030472714) - 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

2002

Legal Domicile

Principal Officer

KIM JONES

Phone

7708321462

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF W GEORGIA, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.7M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.8M, a strong 31% operating margin.

Mission

TO ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF WEST GEORGIA AREA.

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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 $4,340,043

Program Service Revenue $0

Investment Income $1,301,160

Other Revenue $9,720

TOTAL REVENUE $5,650,923

Expense Breakdown

Grants Paid $3,427,122

Salaries & Benefits $293,792

Fundraising Expenses $36,011

Program Expenses $3,614,873

Other Expenses $176,846

TOTAL EXPENSES $3,897,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,650,923	$4,845,270	+0.2%
Expenses	$3,897,760	$3,609,781	+0.1%
Net Income	$1,753,163	$1,235,489	+0.4%

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

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

$110,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM JONES	PRESIDENT	40.00	Officer	$110,000	$0	$110,000
PAT CARDEN	TRUSTEE	1.00	Director	$0	$0	$0
LYNN CLARKE	TRUSTEE	1.00	Director	$0	$0	$0
MELINA DOUTHIT	TRUSTEE	1.00	Director	$0	$0	$0
JOE GARRETT	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY GRIZZARD	TRUSTEE	1.00	Director	$0	$0	$0
CAITLIN HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
ADAM HINMAN	TRUSTEE	1.00	Director	$0	$0	$0
RANDALL JONES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STEVE MCLENDON	SECRETARY	1.00	Officer Director	$0	$0	$0
KAREN MIDDLEBROOKS	TRUSTEE	1.00	Director	$0	$0	$0
NICHOLE PEZOLD	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID SMITH	TRESURER	1.00	Officer Director	$0	$0	$0
MONICA SMITH	TRUSTEE	1.00	Director	$0	$0	$0
MITCH SPRINGER	TRUSTEE	1.00	Director	$0	$0	$0
PT WALDREP	TRUSTEE	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	$5,650,923	$3,897,760	$111,901,851	$1,753,163
2023	$4,845,270	$3,609,781	$107,731,285	$1,235,489
2022	$6,439,729	$3,490,496	$99,942,128	$2,949,233
2021	$13,146,114	$5,737,647	$103,313,385	$7,408,467
2020	$2,417,770	$4,615,041	$94,734,513	$-2,197,271
2019	$8,751,602	$7,391,258	$97,294,891	$1,360,344
2018	$28,143,339	$4,018,452	$95,767,319	$24,124,887

COMMUNITY FOUNDATION OF W GEORGIA