Community Foundation of St Joseph County Inc (EIN 237365930) - 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

1974

Legal Domicile

Principal Officer

Rose Meissner

Phone

5742320041

Tax Period

2023-07-01 to 2024-06-30

Community Foundation of St Joseph County Inc, founded in 1974, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $21.6M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.1M, a strong 33% operating margin.

Mission

To improve the quality of life for the citizens of St. Joseph County and their succeeding generations.

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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 $9,731,487

Program Service Revenue $0

Investment Income $11,918,123

Other Revenue $0

TOTAL REVENUE $21,649,610

Expense Breakdown

Grants Paid $11,601,951

Salaries & Benefits $1,360,976

Fundraising Expenses $228,794

Program Expenses $12,294,718

Other Expenses $1,544,720

TOTAL EXPENSES $14,507,647

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,649,610	$17,614,512	+0.2%
Expenses	$14,507,647	$12,821,732	+0.1%
Net Income	$7,141,963	$4,792,780	+0.5%

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

$479,834

Total Directors

$479,834

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mrs Greta Roemer Lewis	Past Chair	1.00	Officer Director	$0	$0	$0
Mrs Maron Fulce	Chair	1.00	Officer Director	$0	$0	$0
Mr Richard Currey	Vice Chair	1.00	Officer Director	$0	$0	$0
Mr Mark Neal	Treasurer	1.00	Officer Director	$0	$0	$0
Mrs Kristin Pruitt	Secretary	1.00	Officer Director	$0	$0	$0
Mr Kyle Bossung	Director	1.00	Director	$0	$0	$0
Hon Cristal Brisco	Director	1.00	Director	$0	$0	$0
Mr Shannon Cullinan	Director	1.00	Director	$0	$0	$0
Ms Regina Emberton	Director	1.00	Director	$0	$0	$0
Dr Gail English	Director	1.00	Director	$0	$0	$0
Ms Angie Faccenda	Director	1.00	Director	$0	$0	$0
Ms Kimberly Green Reeves	Director	1.00	Director	$0	$0	$0
Mr David Kibbe	Director	1.00	Director	$0	$0	$0
Mrs Lauri Miro	Director	1.00	Director	$0	$0	$0
Mr Warren Outlaw	Director	1.00	Director	$0	$0	$0
Mr Leonard Sanchez	Director	1.00	Director	$0	$0	$0
Mr James Sawdon	Director	1.00	Director	$0	$0	$0
Mr Timothy Sexton	Director	1.00	Director	$0	$0	$0
Mr Brian Stanley	Director	1.00	Director	$0	$0	$0
Mr Darran Teamor	Director	1.00	Director	$0	$0	$0
Mrs Katie Toothaker	Director	1.00	Director	$0	$0	$0
Mrs Rose Meissner	President/CEO	50.00	Officer Director	$272,654	$43,952	$316,606
Ms Anita Echevarria	VP Administration	45.00	Officer Director	$130,241	$32,987	$163,228
Mrs Angela Workman	VP Program	45.00	Highest	$126,502	$9,760	$136,262

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	No data	No data	No data	No data
2024	$21,649,610	$14,507,647	$278,288,562	$7,141,963
2023	$17,614,512	$12,821,732	$255,508,846	$4,792,780
2022	$29,572,898	$12,468,017	$247,009,993	$17,104,881
2021	$55,038,630	$10,830,947	$279,071,314	$44,207,683
2020	$19,852,093	$9,534,772	$197,616,853	$10,317,321

Community Foundation of St Joseph County Inc