THE VERMONT COMMUNITY FOUNDATION (EIN 222712160) - 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

1986

Legal Domicile

Principal Officer

DANIEL SMITH

Phone

8023883355

Tax Period

2023-01-01 to 2023-12-31

THE VERMONT COMMUNITY FOUNDATION, founded in 1986, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $52.8M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $48.6M left a modest 8% surplus.

Mission

BETTER TOGETHER: INSPIRING GIVING AND BRINGING TOGETHER PEOPLE AND RESOURCES TO MAKE A DIFFERENCE IN VERMONT

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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 $44,670,108

Program Service Revenue $1,526,394

Investment Income $6,578,294

Other Revenue $17,406

TOTAL REVENUE $52,792,202

Expense Breakdown

Grants Paid $39,747,631

Salaries & Benefits $4,744,663

Fundraising Expenses $1,488,828

Program Expenses $41,611,641

Other Expenses $4,098,437

TOTAL EXPENSES $48,590,731

Year-over-Year Comparison

	2023	2022	Change
Revenue	$52,792,202	$40,050,864	+0.3%
Expenses	$48,590,731	$39,751,190	+0.2%
Net Income	$4,201,471	$299,674	+13.0%

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

230

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

$1,347,297

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN DWYER UNTIL 0623	CHAIR	8.00	Officer Director	$0	$0	$0
SPENCER KNAPP	CHAIR	8.00	Officer Director	$0	$0	$0
MARK FOLEY JR	VICE CHAIR	2.00	Director	$0	$0	$0
ALLYSON LAACKMAN	TREASURER	4.00	Officer Director	$0	$0	$0
KRISTEN CARLSON	SECRETARY	4.00	Officer Director	$0	$0	$0
LAURIE BEYRANEVAND	DIRECTOR	2.00	Director	$0	$0	$0
CINDY CHAR	DIRECTOR	2.00	Director	$0	$0	$0
KATHY AUSTIN	DIRECTOR	2.00	Director	$0	$0	$0
TIM BRIGLIN	DIRECTOR	2.00	Director	$0	$0	$0
DIMITRI GARDNER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN VOGEL	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE CURVIN	DIRECTOR	2.00	Director	$0	$0	$0
TAMMY NEWMARK	DIRECTOR	2.00	Director	$0	$0	$0
LINDSAY DESLAURIERS	DIRECTOR	2.00	Director	$0	$0	$0
RICH HOLSCHUH	DIRECTOR	2.00	Director	$0	$0	$0
ALEX MACLEAN	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL SMITH	CEO	46.00	Officer	$229,526	$60,936	$290,462
FELIPE RIVERA	VP FOR STRATEGY AND COMMUNICATIONS	50.00	Officer	$145,875	$37,379	$183,254
STACIE FAGAN	VP FOR PHILANTHROPY	48.00	Officer	$131,701	$44,835	$176,536
ANNA GRADY	VP FOR OPERATIONS AND ADMINISTRATION	48.00	Officer	$146,645	$22,449	$169,094
LORI HANCOCK UNITL 032023	CONTROLLER	40.00	Officer	$33,179	$4,929	$38,108
ERIK BURGE	CONTROLLER	40.00	Officer	$110,733	$9,189	$119,922
NANCY BROCK UNTIL 072023	VP FOR FINANCE	45.00	Officer	$92,651	$20,414	$113,065
BARRU PIUS AS OF 052023	VP FOR FINANCE	40.00	Officer	$101,954	$11,565	$113,519
HOLLY MOREHOUSE	VP FOR GRANTS AND COMMUNITY INVESTMENT	48.00	Officer	$131,942	$11,395	$143,337
MARTHA TROMBLEY OAKES	SR. PHILANTHROPIC ADVISOR	40.00	Highest	$120,146	$8,873	$129,019
ELISABETH MARX	SR PHILANTHROPIC ADVISOR	40.00	Highest	$103,444	$20,146	$123,590
RUTH HENRY	SR PHILANTHROPIC ADVISOR	40.00	Highest	$100,612	$33,273	$133,885
CAROLYN WEIR	EXECUTIVE DIR. MCCLURE FOUNDATION	40.00	Highest	$115,798	$10,090	$125,888

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	$52,792,202	$48,590,731	$358,219,150	$4,201,471
2022	$40,050,864	$39,751,190	$316,750,116	$299,674
2021	$79,760,072	$41,996,441	$373,063,908	$37,763,631
2020	$39,275,546	$33,537,396	$310,876,312	$5,738,150
2019	$31,495,825	$28,562,864	$290,175,712	$2,932,961
2018	$33,540,049	$21,141,061	$254,491,126	$12,398,988

THE VERMONT COMMUNITY FOUNDATION