ALBION COMMUNITY FOUNDATION (EIN 237019029) - 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

1968

Legal Domicile

Principal Officer

SHANE WILLIAMSON

Phone

5176293349

Tax Period

2023-01-01 to 2023-12-31

ALBION COMMUNITY FOUNDATION, founded in 1968, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2023. The organization ran a surplus of $552K, a strong 41% operating margin.

Mission

STRENGTHEN THE GREATER ALBION AREA BY CULTIVATING COMMUNITY ASSETS TO ENHANCE THE QUALITY OF LIFE.

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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 $1,058,575

Program Service Revenue $9,474

Investment Income $266,473

Other Revenue $11,085

TOTAL REVENUE $1,345,607

Expense Breakdown

Grants Paid $319,987

Salaries & Benefits $159,270

Fundraising Expenses $41,883

Program Expenses $695,658

Other Expenses $314,789

TOTAL EXPENSES $794,046

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,345,607	$1,377,787	0.0%
Expenses	$794,046	$1,984,380	-0.6%
Net Income	$551,561	$-606,593	-1.9%

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

$77,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANE WILLIAMSON	EXECUTIVE DI	40.00	Officer	$77,500	$0	$77,500
MANDY KONKLE	PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN YANKIE	TRUSTEE	2.00	Director	$0	$0	$0
AMY REIMANN	TRUSTEE	2.00	Director	$0	$0	$0
TOM PITT	TREASURER	2.00	Officer Director	$0	$0	$0
STEPHANIE DOBBINS	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT DUNKLIN	TRUSTEE	2.00	Director	$0	$0	$0
NANCY ROUSH	TRUSTEE	2.00	Director	$0	$0	$0
JOYCE SPICER	TRUSTEE	2.00	Director	$0	$0	$0
MIKE TYMKEW	TRUSTEE	2.00	Director	$0	$0	$0
NIDIA WOLF	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
KEN PONDS	SECRETARY	2.00	Officer Director	$0	$0	$0
VICKY SNYDER	TRUSTEE	2.00	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
2024	No data	No data	No data	No data
2023	$1,345,607	$794,046	$7,113,756	$551,561
2022	$1,377,787	$1,984,380	$6,024,694	$-606,593
2022	$1,377,787	$1,984,380	$6,024,694	$-606,593
2021	$2,455,766	$943,686	$7,773,653	$1,512,080
2020	$462,580	$394,221	$6,015,398	$68,359
2019	$422,766	$411,271	$5,675,021	$11,495
2018	$576,324	$389,373	$4,969,379	$186,951

ALBION COMMUNITY FOUNDATION