COMMUNITY FOUNDATION FOR THE OHIO … - Form 990 Financial Data

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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

1972

Legal Domicile

Principal Officer

SUSIE NELSON

Phone

3042423144

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC, founded in 1972, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.7M in total revenue in fiscal year 2024. The organization ran a surplus of $5.4M, a strong 46% operating margin.

Mission

TO INCREASE A PERMANENT ENDOWMENT THAT CAN RESPOND TO THE CURRENT AND FUTURE NEEDS OF THE UPPER OHIO VALLEY.

Program Service Accomplishments

Program 1

Expenses: $4,845,301

ONE OF THE MOST IMPORTANT FEATURES OF THE FOUNDATION IS ITS ABILITY TO DISTRIBUTE GRANTS FOR THE BENEFIT OF CHARITABLE OR EDUCATIONAL UNDERTAKING OF THE OHIO VALLEY.

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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 $4,606,481

Program Service Revenue $0

Investment Income $4,956,788

Other Revenue $2,156,628

TOTAL REVENUE $11,719,897

Expense Breakdown

Grants Paid $3,889,232

Salaries & Benefits $741,491

Fundraising Expenses $181,576

Program Expenses $4,845,301

Other Expenses $1,713,726

TOTAL EXPENSES $6,344,449

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,719,897	$11,288,814	+0.0%
Expenses	$6,344,449	$6,016,092	+0.1%
Net Income	$5,375,448	$5,272,722	+0.0%

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

$121,304

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROANNE BURECH	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID CROFT	DIRECTOR	0.50	Director	$0	$0	$0
JEFF KESSLER	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT CUPP JR	DIRECTOR	0.50	Director	$0	$0	$0
KRIS MOLNAR	DIRECTOR	0.50	Director	$0	$0	$0
JAY GOODMAN	DIRECTOR	0.50	Director	$0	$0	$0
DEBORAH HASSIG	DIRECTOR	0.50	Director	$0	$0	$0
JOHN HOLLOWAY MD	DIRECTOR	0.50	Director	$0	$0	$0
SHARIN CAMPBELL	DIRECTOR	0.50	Director	$0	$0	$0
CHARLES J KAISER JR	DIRECTOR	0.50	Director	$0	$0	$0
JEFFREY KNIGHT	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL MCCUNE	DIRECTOR	0.50	Director	$0	$0	$0
DAVID KAPPEL MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM PARAS	DIRECTOR	0.50	Director	$0	$0	$0
ELSIE REYES	DIRECTOR	0.50	Director	$0	$0	$0
MARY ROHRIG	DIRECTOR	0.50	Director	$0	$0	$0
ANTHONY RICO RUIZ - VELEZ	SECRETARY	1.00	Officer Director	$0	$0	$0
DARRELL CUMMINGS	DIRECTOR	0.50	Director	$0	$0	$0
RACHEL KEENEY	DIRECTOR	0.50	Director	$0	$0	$0
DAVID SKIVIAT	DIRECTOR	0.50	Director	$0	$0	$0
SUSIE NELSON	EXECUTIVE DIRECTOR	40.00	Officer	$121,304	$0	$121,304

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	$11,719,897	$6,344,449	$110,670,307	$5,375,448
2024	$11,288,814	$6,016,092	$94,261,510	$5,272,722
2023	$7,351,915	$4,897,172	$79,935,508	$2,454,743
2022	$11,022,501	$3,994,438	$66,188,864	$7,028,063
2021	$13,730,137	$4,573,771	$77,266,259	$9,156,366
2020	$4,348,275	$3,371,007	$65,523,174	$977,268
2019	$10,063,451	$3,427,347	$62,973,330	$6,636,104
2018	$6,865,904	$2,492,182	$56,219,456	$4,373,722

COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC