WASHINGTON COUNTY COMMUNITY FOUNDATION (EIN 251726013) - 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

1993

Legal Domicile

Principal Officer

MICHAEL ANDERSON

Phone

7242226300

Tax Period

2024-01-01 to 2024-12-31

WASHINGTON COUNTY COMMUNITY FOUNDATION, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.1M in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 40% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE IN WASHINGTON COUNTY BY PROMOTING AND FACILITATING PHILANTHROPY. THE WASHINGTON COUNTY COMMUNITY FOUNDATION (FOUNDATION) TYPICALLY RECEIVES SUPPORT FROM BUSINESSES AND INDIVIDUALS THAT HAVE A PRESENCE OR RESIDE WITHIN WASHINGTON COUNTY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,783,437

Program Service Revenue $0

Investment Income $1,309,206

Other Revenue $0

TOTAL REVENUE $8,092,643

Expense Breakdown

Grants Paid $3,585,792

Salaries & Benefits $955,576

Fundraising Expenses $317,322

Program Expenses $4,249,431

Other Expenses $339,054

TOTAL EXPENSES $4,880,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,092,643	$4,685,346	+0.7%
Expenses	$4,880,422	$4,639,246	+0.1%
Net Income	$3,212,221	$46,100	+68.7%

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

$198,753

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES MCCUNE	TRUSTEE	3.00	Director	$0	$0	$0
E ALEX PARIS III	TRUSTEE	3.00	Director	$0	$0	$0
MICHAEL ANDERSON	CHAIRMAN	3.00	Officer Director	$0	$0	$0
MEGAN CHICONE	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA GRAHAM	SECRETARY	3.00	Officer Director	$0	$0	$0
GERALDINE JONES	VICE CHAIRMAN/CHARIMAN ELECT	1.00	Officer Director	$0	$0	$0
DEBRA KEEFER	TRUSTEE	1.00	Director	$0	$0	$0
TAMMY HARDY	TRUSTEE	1.00	Director	$0	$0	$0
TODD JAMES	TREASURER	1.00	Officer Director	$0	$0	$0
SHEILA GOMBITA	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH PISZCZOR	TRUSTEE	1.00	Director	$0	$0	$0
LARS LANGE	TRUSTEE	1.00	Director	$0	$0	$0
KURT SALVATORI	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY MARISCOTTI	TRUSTEE	1.00	Director	$0	$0	$0
W TAYLOR FRANKOVITCH	TRUSTEE	1.00	Director	$0	$0	$0
HARLAN G SHOBER JR	TRUSTEE	1.00	Director	$0	$0	$0
DOROTHY TECKLENBURG	TRUSTEE	1.00	Director	$0	$0	$0
AMY TODD	TRUSTEE	1.00	Director	$0	$0	$0
MARY ELLEN JUTCA	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT GRIFFIN	TRUSTEE	1.00	Director	$0	$0	$0
LOUIS WALLER	TRUSTEE	1.00	Director	$0	$0	$0
ELAINE PAPPASERGI	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD WHITE	TRUSTEE	1.00	Director	$0	$0	$0
BETSIE TREW	PRESIDENT & CEO	50.00	Officer	$175,000	$23,753	$198,753

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	$8,092,643	$4,880,422	$59,814,497	$3,212,221
2023	$4,685,346	$4,639,246	$52,755,999	$46,100
2022	$4,058,871	$4,470,112	$47,540,692	$-411,241
2021	$4,421,482	$5,096,971	$56,634,793	$-675,489
2020	$5,405,420	$4,423,854	$53,140,319	$981,566
2019	$9,926,814	$3,248,998	$47,588,408	$6,677,816
2018	$6,275,015	$4,606,561	$36,491,346	$1,668,454

WASHINGTON COUNTY COMMUNITY FOUNDATION