KEOKUK AREA COMMUNITY FOUNDATION (EIN 201838372) - 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

2004

Legal Domicile

Principal Officer

LEAH CARROLL

Phone

3197951407

Tax Period

2024-01-01 to 2024-12-31

KEOKUK AREA COMMUNITY FOUNDATION, founded in 2004, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.4M in total revenue in fiscal year 2024. Revenue surged 510% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.6M, a strong 84% operating margin.

Mission

THE FOUNDATION RECEIVES CHARITABLE GIFTS FROM DONORS TO ESTABLISH PERMANENT ENDOWMENTS FOR SE IOWA, WESTERN ILLINOIS AND NORTHEAST MISSOURI.

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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 $10,128,455

Program Service Revenue $256,117

Investment Income $1,057,453

Other Revenue $0

TOTAL REVENUE $11,442,025

Expense Breakdown

Grants Paid $1,202,592

Salaries & Benefits $176,103

Fundraising Expenses $22,472

Program Expenses $1,374,772

Other Expenses $482,116

TOTAL EXPENSES $1,860,811

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,442,025	$1,876,895	+5.1%
Expenses	$1,860,811	$1,208,444	+0.5%
Net Income	$9,581,214	$668,451	+13.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER RICKETTS	EXEC DIRECTOR	32.00	Director	$0	$0	$0
KERRY KLEPFER	DIRECTOR EMERITUS	0.00	Director	$0	$0	$0
IVAN HASSELBUSCH	DIRECTOR EMERITUS	0.00	Director	$0	$0	$0
KATHY KLAUSER	DIRECTOR	0.00	Director	$0	$0	$0
RICHARD LOFTON	DIRECTOR EMERITUS	0.00	Director	$0	$0	$0
JACK SMITH	DIRECTOR EMERITUS	0.00	Director	$0	$0	$0
MARGARET CARDELLA	SECRETARY DIRECTOR	0.00	Officer Director	$0	$0	$0
JAMES DENNIS	DIRECTOR	0.00	Director	$0	$0	$0
CHERI KEMP	DIRECTOR	0.00	Director	$0	$0	$0
JAN FILKENS	VICE CHAIR DIRECTOR	0.00	Officer Director	$0	$0	$0
PATRICK OTANG	DIRECTOR	0.00	Director	$0	$0	$0
LOUISE OROZCO	ASSISTANT SECRETARY DIRECTOR	0.00	Director	$0	$0	$0
CARLOS GUZMAN	DIRECTOR	0.00	Director	$0	$0	$0
JANET HURT	DIRECTOR	0.00	Director	$0	$0	$0
JAY PATEL	DIRECTOR	0.00	Director	$0	$0	$0
NIKKI SUGARS	DIRECTOR	0.00	Director	$0	$0	$0
REV DAVID TURNER	DIRECTOR	0.00	Director	$0	$0	$0
JOHN WINKLEMAN	DIRECTOR	0.00	Director	$0	$0	$0
LEAH CARROLL	CHAIR OF THE BOARD DIRECTOR	0.00	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
2024	$11,442,025	$1,860,811	$32,917,853	$9,581,214
2023	$1,876,895	$1,208,444	$20,610,055	$668,451
2022	$1,965,773	$1,106,928	$16,641,970	$858,845
2021	$2,140,208	$892,056	$19,945,628	$1,248,152
2020	$5,560,984	$865,520	$17,981,236	$4,695,464
2019	$4,384,658	$393,444	$10,721,008	$3,991,214
2018	$1,313,514	$332,028	$5,205,006	$981,486

KEOKUK AREA COMMUNITY FOUNDATION