YELLOW SPRINGS COMMUNITY FOUNDATION (EIN 237372791) - 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

JEANNAMARIE COX

Phone

9377672655

Tax Period

2023-01-01 to 2023-12-31

YELLOW SPRINGS COMMUNITY FOUNDATION, founded in 1974, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2023. Expenses of $2.0M left a modest 4% surplus.

Mission

TO ENHANCE COMMUNITY LIFE IN YELLOW SPRINGS AND MIAMI TOWNSHIP BY PROVIDING MEANS FOR CHARIABLE GIVING AND GRANTS, MAKING THAT FUND A BROAD RANGE OF ACTIVITIES.

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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 $1,428,652

Program Service Revenue $68,652

Investment Income $534,645

Other Revenue $6,443

TOTAL REVENUE $2,038,392

Expense Breakdown

Grants Paid $1,221,427

Salaries & Benefits $270,285

Fundraising Expenses $200,053

Program Expenses $1,552,468

Other Expenses $460,862

TOTAL EXPENSES $1,952,574

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,038,392	$1,980,416	+0.0%
Expenses	$1,952,574	$1,472,763	+0.3%
Net Income	$85,818	$507,653	-0.8%

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

$120,019

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNAMARIE COX	EXECUTIVE DI	45.00	Officer	$108,019	$12,000	$120,019
LISA ABEL	PRESIDENT	10.00	Officer Director	$0	$0	$0
ART BOULET	TRUSTEE	10.00	Director	$0	$0	$0
RICH BULLOCK	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
DR CHRISTOPHER COX	TRUSTEE	2.00	Director	$0	$0	$0
MATT DENMAN	TREASURER	10.00	Officer Director	$0	$0	$0
TERRY GRAHAM	TRUSTEE	5.00	Director	$0	$0	$0
KATHRYN VAN DER HEIDEN	TRUSTEE	2.00	Director	$0	$0	$0
ANGIE HSU	TRUSTEE	5.00	Director	$0	$0	$0
ARTIE ISAAC	TRUSTEE	2.00	Director	$0	$0	$0
ELLIS JACOBS	TRUSTEE	2.00	Director	$0	$0	$0
JOANNE LAKOMSKI	TRUSTEE	2.00	Director	$0	$0	$0
TODD LEVENTHAL	SECRETARY	2.00	Officer Director	$0	$0	$0
JOSH MABRA	TRUSTEE	2.00	Officer 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	$2,038,392	$1,952,574	$20,522,764	$85,818
2022	$1,980,416	$1,472,763	$18,498,629	$507,653
2021	$3,493,724	$1,831,523	$21,754,663	$1,662,201
2020	$2,157,956	$1,244,200	$19,424,960	$913,756
2019	$1,250,670	$1,492,855	$16,929,756	$-242,185
2018	$1,779,123	$881,201	$15,290,515	$897,922

YELLOW SPRINGS COMMUNITY FOUNDATION