LEHIGH VALLEY COMMUNITY FOUNDATION

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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

1967

Legal Domicile

Principal Officer

TRISHA HIGGINS CPA

Phone

6103515353

Tax Period

2024-07-01 to 2025-06-30

LEHIGH VALLEY COMMUNITY FOUNDATION, founded in 1967, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $29.0M in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17.6M, a strong 61% operating margin.

Mission

THE PURPOSE OF THE LEHIGH VALLEY COMMUNITY FOUNDATION IS TO DEVELOP, MANAGE AND DISTRIBUTE THE PHILANTHROPHY OF A VARIETY OF DONORS IN ORDER TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF THE LEHIGH VALLEY.

Program Service Accomplishments

Program 1

Expenses: $10,645,601 Revenue: $10,967

THE LEHIGH VALLEY COMMUNITY FOUNDATION WORKS AS A COMMUNITY PARTNER TO CREATE A BETTER FUTURE FOR ALL BY PURSUING THE COMMUNITY'S GREATEST OPPORTUNITIES AND ADDRESSING THE MOST CRITICAL CHALLENGES...

THE LEHIGH VALLEY COMMUNITY FOUNDATION WORKS AS A COMMUNITY PARTNER TO CREATE A BETTER FUTURE FOR ALL BY PURSUING THE COMMUNITY'S GREATEST OPPORTUNITIES AND ADDRESSING THE MOST CRITICAL CHALLENGES. THROUGH RESEARCH AND COLLABORATION, WE IDENTIFY SERVICE GAPS, CONVENE DONORS AND LEADERS, INSPIRE LOCAL GIVING AND SERVE AS A CENTER OF EXPERTISE REGARDING CHARITABLE GIVING AND COMMUNITY KNOWLEDGE. THE FOUNDATION MANAGES 307 CHARITABLE FUNDS AND MADE 793 GRANTS FROM THOSE FUNDS TO 404 NON-PROFIT ORGANIZATIONS TO MEET A WIDE RANGE OF NEEDS IN THE COMMUNITY. THESE GRANTS WERE DEPLOYED IN ADHERENCE TO THE DIRECTION AND/OR DISCRETION ENTRUSTED TO US BY OUR DONORS.

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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 $23,903,408

Program Service Revenue $10,967

Investment Income $5,063,937

Other Revenue $0

TOTAL REVENUE $28,978,312

Expense Breakdown

Grants Paid $9,414,334

Salaries & Benefits $1,104,765

Fundraising Expenses $475,581

Program Expenses $10,645,601

Other Expenses $822,942

TOTAL EXPENSES $11,342,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,978,312	$16,804,127	+0.7%
Expenses	$11,342,041	$9,223,913	+0.2%
Net Income	$17,636,271	$7,580,214	+1.3%

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

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

$303,172

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE M REID CPA	CHAIR	2.50	Officer Director	$0	$0	$0
LUIS CAMPOS	VICE CHAIR	2.50	Officer Director	$0	$0	$0
ANTONIA GRIFO ESQ	SECRETARY	1.30	Officer Director	$0	$0	$0
THOMAS GROVES	TREASURER	1.30	Officer Director	$0	$0	$0
MONICA BROOKS	GOVERNOR	0.75	Director	$0	$0	$0
LEIGH EHRLICH CPA CHFP MBA	GOVERNOR	0.75	Director	$0	$0	$0
VERONICA GONZALEZ MBA	GOVERNOR	0.75	Director	$0	$0	$0
KEVIN GREENE	GOVERNOR	0.75	Director	$0	$0	$0
CHARLOTTE HARTMANN-HANSEN	GOVERNOR	0.75	Director	$0	$0	$0
JENNIFER MANN	GOVERNOR	0.75	Director	$0	$0	$0
ELIZABETH MARCON ESQ	GOVERNOR	0.75	Director	$0	$0	$0
R NICHOLAS NANOVIC ESQ	GOVERNOR	0.75	Director	$0	$0	$0
THOMAS C NEUHAUS	GOVERNOR	0.75	Director	$0	$0	$0
GREG RAMOS	GOVERNOR	0.75	Director	$0	$0	$0
SYBIL STERSHIC	GOVERNOR	0.75	Director	$0	$0	$0
LINDSAY WATSON	GOVERNOR	0.75	Director	$0	$0	$0
ROBERT L WAX ESQ	GOVERNOR	0.75	Director	$0	$0	$0
MARVIN WEBB	GOVERNOR	0.75	Director	$0	$0	$0
KERRY A WROBEL	GOVERNOR	0.75	Director	$0	$0	$0
ERIKA RIDDLE PETROZELLI CPA	PRESIDENT & CEO	40.00	Officer	$141,098	$8,507	$149,605
TRISHA HIGGINS CPA	EXECUTIVE VICE PRESIDENT & CFO	40.00	Officer	$131,758	$21,809	$153,567

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	$28,978,312	$11,342,041	$108,195,190	$17,636,271
2024	$16,804,127	$9,223,913	$84,574,170	$7,580,214
2023	$10,497,114	$8,875,550	$77,175,197	$1,621,564
2022	$13,559,783	$8,352,327	$70,585,243	$5,207,456
2021	$16,923,036	$7,010,593	$80,747,413	$9,912,443
2020	$8,242,438	$7,904,884	$56,996,760	$337,554
2019	$5,806,267	$7,996,507	$58,586,673	$-2,190,240
2018	$14,831,361	$5,131,210	$60,667,789	$9,700,151