The Piedmont Charitable Foundation (EIN 273316125) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

John K Munies

Phone

7032174347

Tax Period

2023-07-01 to 2024-06-30

The Piedmont Charitable Foundation, founded in 2010, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $8K in total revenue in fiscal year 2017. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $17K exceeded revenue, resulting in a 120% operating deficit.

Mission

To enhance and enrich the community programs that benefit the membership and those who support the community.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $18,919

TOTAL REVENUE $18,919

Expense Breakdown

Grants Paid $7,346

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,258

Other Expenses $1,912

TOTAL EXPENSES $9,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,919	N/A	N/A
Expenses	$9,258	N/A	N/A
Net Income	$9,661	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Munies	Chairman	5.00	Officer Director	$0	$0	$0
Jeannine Wenners	Vice Chairman	5.00	Officer Director	$0	$0	$0
Tom Mapp	Treasurer	2.00	Officer Director	$0	$0	$0
Vicki Martin	Secretary	2.00	Officer Director	$0	$0	$0
Kurt Duesterdick	Scholarship co-chair	1.00	Director	$0	$0	$0
Jack Gruninger	Web Services Chair	1.00	Director	$0	$0	$0
Julie Munies	Special Events chair	1.00	Director	$0	$0	$0
John Bender	Strategic Plng Chair	1.00	Director	$0	$0	$0
Martha Cutsinger	PCF Cares Chair	1.00	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	$18,919	$9,258	No data	$9,661
2023	$9,169	$9,260	No data	$-91
2022	$17,914	$10,232	No data	$7,682
2021	$10,341	$3,551	$24,046	$6,790
2018	$7,768	$17,083	$27,600	$-9,315

The Piedmont Charitable Foundation