OLD COURTHOUSE FOUNDATION INC (EIN 237006430) - 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

1967

Legal Domicile

Principal Officer

JON KLUESNER

Tax Period

2023-01-01 to 2023-12-31

OLD COURTHOUSE FOUNDATION INC, founded in 1967, is a micro nonprofit that reported $59K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $26K, a strong 44% operating margin.

Mission

HISTORIC PRESERVATION

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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 $29,081

Program Service Revenue $21,583

Investment Income $8,020

Other Revenue $0

TOTAL REVENUE $58,684

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,092

Other Expenses $32,613

TOTAL EXPENSES $32,613

Year-over-Year Comparison

	2023	2022	Change
Revenue	$58,684	$62,559	-0.1%
Expenses	$32,613	$23,817	+0.4%
Net Income	$26,071	$38,742	-0.3%

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

N/A

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
JENNIFER KISSEL	DIRECTOR	0.00	Director	$0	$0	$0
DANIELLE BACHANT-BELL	DIRECTOR	0.00	Director	$0	$0	$0
NICK WALLACE	DIRECTOR	0.00	Director	$0	$0	$0
LAURA SYMON	DIRECTOR	0.00	Director	$0	$0	$0
CARL HELDT	DIRECTOR	0.00	Director	$0	$0	$0
DENNIS AU	DIRECTOR	1.00	Director	$0	$0	$0
W DAVID RECTOR	DIRECTOR	0.00	Director	$0	$0	$0
JUSTIN ELPERS	DIRECTOR	0.00	Director	$0	$0	$0
JOE KIEFER	PAST PRESIDENT	0.00	Officer Director	$0	$0	$0
LARRY BRISTOW	VICE PRESIDENT	1.00	Officer	$0	$0	$0
KATHY GLASER	TREASURER	1.00	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	No data	No data	No data	No data
2023	$58,684	$32,613	$984,590	$26,071

OLD COURTHOUSE FOUNDATION INC