ALLEGANY COUNTY AREA FOUNDATION (EIN 222506596) - 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

1983

Legal Domicile

Phone

5852685573

Tax Period

2024-07-01 to 2025-06-30

ALLEGANY COUNTY AREA FOUNDATION, founded in 1983, is a small nonprofit in the Education sector that reported $836K in total revenue in fiscal year 2024. The organization ran a surplus of $177K, a strong 21% operating margin.

Mission

The Foundation awards scholarships to individuals and grants to community organizations. It also helps organizations secure their futures by managing endowment funds and ensures that individualsb

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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 $473,410

Program Service Revenue $0

Investment Income $362,101

Other Revenue $0

TOTAL REVENUE $835,511

Expense Breakdown

Grants Paid $555,237

Salaries & Benefits $69,216

Fundraising Expenses $0

Program Expenses $638,609

Other Expenses $34,133

TOTAL EXPENSES $658,586

Year-over-Year Comparison

	2024	2023	Change
Revenue	$835,511	$823,913	+0.0%
Expenses	$658,586	$480,394	+0.4%
Net Income	$176,925	$343,519	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bruce Campbell	Executive Director	35.00		$34,608	$0	$34,608
Jon Morris	President	3.00	Officer Director	$0	$0	$0
Carolyn Miller	Vice President	3.00	Officer Director	$0	$0	$0
Lois Whitney	Director	0.00	Director	$0	$0	$0
Kate Elliott	Director	3.00	Director	$0	$0	$0
Brooke Harris	Director	3.00	Director	$0	$0	$0
Leslie Haggstrom	Director	3.00	Director	$0	$0	$0
John Flurschutz	Director	3.00	Director	$0	$0	$0
Julie Hall	Director	3.00	Director	$0	$0	$0
Rodney Bennett	Director	3.00	Director	$0	$0	$0
Jasmine Shephard	Director	3.00	Director	$0	$0	$0
Karen Williams	Director	3.00	Director	$0	$0	$0
Carrie Flanagan-Watson	Director	3.00	Director	$0	$0	$0
Dawn Wildrick-Cole	Director	3.00	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
2025	$835,511	$658,586	$16,427,201	$176,925
2024	$823,913	$480,394	$14,653,119	$343,519
2023	$1,911,306	$563,074	$13,196,261	$1,348,232
2022	$934,705	$429,047	$11,375,395	$505,658
2021	$865,394	$464,397	$12,817,094	$400,997
2020	$594,559	$408,254	$10,292,670	$186,305
2019	$411,935	$451,421	$10,003,711	$-39,486

ALLEGANY COUNTY AREA FOUNDATION