MARIETTA 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

1974

Legal Domicile

Principal Officer

HEATHER ALLENDER

Phone

7403733286

Tax Period

2023-01-01 to 2023-12-31

MARIETTA COMMUNITY FOUNDATION, founded in 1974, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $3K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $5K exceeded revenue, resulting in a 57% operating deficit.

Mission

COMMUNITY TRUST FOUNDATION DISTRIBUTING FUNDS TO QUALIFYING CHARITIES OR NON-PROFIT ORGANIZATIONS AND STUDENT AWARDS

Program Service Accomplishments

Program 1

Expenses: $4,576

GRANTS AND SCHOLARSHIPS AWARDED TO QUALIFYING CHARITABLE ORGANIZATIONS OR QUALIFYING STUDENTS IN ACCORDANCE WITH DONOR RESTRICTIONS OR BOARD OF GOVERNORS APPROVALS FOR UNRESTRICTED NET ASSETS.

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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 $1,380

Program Service Revenue $0

Investment Income $1,722

Other Revenue $0

TOTAL REVENUE $3,102

Expense Breakdown

Grants Paid $4,576

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,576

Other Expenses $300

TOTAL EXPENSES $4,876

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,102	$2,250	+0.4%
Expenses	$4,876	$4,883	0.0%
Net Income	$-1,774	$-2,633	-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

$108,371

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERI ANN ZIDE	GOVERNOR	1.00	Officer Director	$0	$0	$0
JOHN WHARFF	GOVERNOR	1.00	Director	$0	$0	$0
MICHAEL BUELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RYAN ELLIOTT	GOVERNOR	1.00	Director	$0	$0	$0
RYAN ROBINSON	TREASURER	1.00	Director	$0	$0	$0
CAROL SCHNEEBERGER	GOVERNOR	1.00	Director	$0	$0	$0
ROLAND RIGGS	CHAIR	1.00	Officer Director	$0	$0	$0
JILL WITUCKY	GOVERNOR	1.00	Director	$0	$0	$0
CHRISTY CHAVEZ	GOVERNOR	1.00	Officer Director	$0	$0	$0
HEATHER ALLENDER	PRESIDENT AND CEO	5.00	Officer	$0	$0	$108,371

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	$3,102	$4,876	$91,995	$-1,774
2022	$2,250	$4,883	$82,213	$-2,633
2021	$12,182	$4,386	$101,347	$7,796
2020	$4,122	$3,975	$90,994	$147
2019	$7,762	$4,923	$82,424	$2,839
2018	$8,230	$3,524	$69,561	$4,706