PARK CITY COMMUNITY FOUNDATION (EIN 300171971) - 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

2004

Legal Domicile

Principal Officer

KATIE HOBERT

Phone

4357314250

Tax Period

2023-01-01 to 2023-12-31

PARK CITY COMMUNITY FOUNDATION, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.4M in total revenue in fiscal year 2023. The organization ran a surplus of $2.5M, a strong 27% operating margin.

Mission

THE COMMUNITY FOUNDATION PLAYS A VITAL ROLE IN SOLVING GREATER PARK CITY'S MOST CHALLENGING PROBLEMS.

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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 $7,398,797

Program Service Revenue $0

Investment Income $1,857,069

Other Revenue $125,607

TOTAL REVENUE $9,381,473

Expense Breakdown

Grants Paid $3,694,204

Salaries & Benefits $1,842,044

Fundraising Expenses $591,217

Program Expenses $5,973,230

Other Expenses $1,333,785

TOTAL EXPENSES $6,870,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,381,473	$9,204,590	+0.0%
Expenses	$6,870,033	$7,772,582	-0.1%
Net Income	$2,511,440	$1,432,008	+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

450

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

$269,245

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CUMMING	EMERITUS	0.10	Director	$0	$0	$0
EYEE HSU	DIRECTOR	2.00	Director	$0	$0	$0
KAREN CONWAY	CHAIR	5.00	Officer Director	$0	$0	$0
J TAYLOR CRANDALL	DIRECTOR	3.00	Director	$0	$0	$0
KRISTI CUMMING	DIRECTOR	3.00	Director	$0	$0	$0
ANNA FRACHOU	DIRECTOR	3.00	Director	$0	$0	$0
REBECA GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
SARAH HALL	DIRECTOR	2.00	Director	$0	$0	$0
MINDY HALSEY	DIRECTOR	2.00	Director	$0	$0	$0
SEAN KELLEHER	DIRECTOR	2.00	Director	$0	$0	$0
WHITNEY OLCH	DIRECTOR	3.00	Director	$0	$0	$0
KEVIN PARKER	DIRECTOR	2.00	Director	$0	$0	$0
BETH PLAVAN	SECRETARY	5.00	Officer Director	$0	$0	$0
BRANDI CONNOLLY	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY RAE	DIRECTOR	2.00	Director	$0	$0	$0
PAIGE PENZE	VICE CHAIR, TREASURER	5.00	Officer Director	$0	$0	$0
MATTHEW DIAS	DIRECTOR	2.00	Director	$0	$0	$0
DEIRDRA WALSH	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER KOOPMAN	DIRECTOR	3.00	Director	$0	$0	$0
MILLICENT TRACEY	DIRECTOR	2.00	Director	$0	$0	$0
VIRGINIA SOLOMON	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN ROTHMAN	DIRECTOR	2.00	Director	$0	$0	$0
ENRIQUE SANCHEZ	DIRECTOR	2.00	Director	$0	$0	$0
JOEL ZARROW	CEO	45.00	Officer	$238,753	$30,492	$269,245
KATHLEEN HOBERT	VP OF FINANCE	45.00	Highest	$114,339	$17,961	$132,300
DIEGO ZEGARRA	VP OF EQUITY AND IMPACT	45.00	Highest	$135,743	$12,524	$148,267
CHRISTINE COLEMAN	VP OF COMMUNICATIONS	45.00	Highest	$108,181	$26,087	$134,268
ALEXIS BROWN	VP OF DEVELOPMENT	45.00	Highest	$101,745	$14,248	$115,993

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	$9,381,473	$6,870,033	$28,309,859	$2,511,440
2022	$9,204,590	$7,772,582	$24,918,835	$1,432,008
2021	$7,207,997	$5,400,432	$26,797,404	$1,807,565
2020	$11,932,031	$6,457,004	$23,921,888	$5,475,027
2019	$8,590,242	$3,856,200	$19,713,493	$4,734,042
2018	$5,038,393	$3,182,049	$14,742,199	$1,856,344

PARK CITY COMMUNITY FOUNDATION