SHELBY OHIO COMMUNITY FOUNDATION OF RICHLAND COUNTY (EIN 204864395) - 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

2007

Legal Domicile

Principal Officer

CARRIE KEMERER

Phone

4193423686

Tax Period

2023-01-01 to 2023-12-31

SHELBY OHIO COMMUNITY FOUNDATION OF RICHLAND COUNTY, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $552K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Net assets of $9.9M represent 214 months of operating reserves.

Mission

BUILD A LEGACY OF COMMUNITY PHILANTHROPY BY CONNECTING GENEROSITY WITH COMMUNITY NEEDS. TO IMPROVE THE STANDARD OF LIVING IN THE SHELBY AREA FOR ALL, INCLUDING THE POOR, AGED, & UNDERPRIVILEGED. TO PROVIDE YOUTH WITH THE OPPORTUNITY TO REALIZE THEIR POTENTIAL THROUGH EDUCATION & DEVELOPMENTAL OPPORTUNITIES. TO IMPROVE THE QUALITY OF LIVING WITH CULTURAL & HEALTH BENEFITS.

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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 $162,572

Program Service Revenue $0

Investment Income $218,987

Other Revenue $170,516

TOTAL REVENUE $552,075

Expense Breakdown

Grants Paid $275,021

Salaries & Benefits $128,143

Fundraising Expenses $0

Program Expenses $374,339

Other Expenses $148,530

TOTAL EXPENSES $551,694

Year-over-Year Comparison

	2023	2022	Change
Revenue	$552,075	$481,083	+0.1%
Expenses	$551,694	$537,585	+0.0%
Net Income	$381	$-56,502	-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

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

$97,287

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE WECHTER	DIRECTOR	0.25	Director	$0	$0	$0
ANN DOWNS	DIRECTOR	0.25	Officer Director	$0	$0	$0
JASON MCCOY	VICE CHAIR	0.25	Officer Director	$0	$0	$0
MARISSA MILLER	CHAIR	0.25	Officer Director	$0	$0	$0
STEVE CURRY	TREASURER	0.25	Director	$0	$0	$0
KEVIN HERRING	DIRECTOR	0.25	Director	$0	$0	$0
RANDY DONNAMILLER	DIRECTOR	0.25	Director	$0	$0	$0
ERIN STINE	SECRETARY	0.25	Officer Director	$0	$0	$0
SHEREE STUDER	DIRECTOR	0.25	Director	$0	$0	$0
CARRIE KEMERER	EXECUTIVE DI	30.00	Officer	$97,287	$0	$97,287
NATHAN SAUTTER	DIRECTOR	0.25	Director	$0	$0	$0
KRISTIE WALP	DIRECTOR	0.25	Director	$0	$0	$0
TIM TARVIN	DIRECTOR	0.25	Director	$0	$0	$0
JIM MCKINNEY	DIRECTOR	0.25	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	No data	No data	No data	No data
2023	$552,075	$551,694	$10,714,342	$381
2022	$481,083	$537,585	$9,537,258	$-56,502
2021	$562,012	$476,755	$10,751,370	$85,257
2020	$463,567	$522,190	$8,665,862	$-58,623
2019	$532,368	$383,280	$8,104,989	$149,088
2018	$902,870	$497,926	$6,842,017	$404,944

SHELBY OHIO COMMUNITY FOUNDATION OF RICHLAND COUNTY