COMMUNITY FDTN OF JACKSON COUNTY

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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

1992

Legal Domicile

Principal Officer

DAN DAVIS

Phone

8125234483

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FDTN OF JACKSON COUNTY, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.6M in total revenue in fiscal year 2024. Revenue surged 216% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.1M, a strong 77% operating margin.

Mission

TO PROMOTE PHILANTHROPY IN JACKSON COUNTY BY BEING A COMMUNITY-FOCUSED ORGANIZATION DEDICATED TO PROVIDING FUNDS TO ENHANCE THE QUALITY OF LIFE ACROSS JACKSON COUNTY.

Program Service Accomplishments

Program 1

Expenses: $1,152,362 Revenue: $18,670

THE FOUNDATION ISSUED GRANTS IN DIFFERENT AMOUNTS TO SUPPORT THE BETTERMENT OF THE COMMUNITY.

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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 $4,832,447

Program Service Revenue $0

Investment Income $1,722,190

Other Revenue $53,173

TOTAL REVENUE $6,607,810

Expense Breakdown

Grants Paid $974,612

Salaries & Benefits $291,798

Fundraising Expenses $46,033

Program Expenses $1,152,362

Other Expenses $220,647

TOTAL EXPENSES $1,487,057

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,607,810	$2,088,130	+2.2%
Expenses	$1,487,057	$1,346,644	+0.1%
Net Income	$5,120,753	$741,486	+5.9%

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

$108,773

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN WINDLEY	CHAIR	5.00	Officer Director	$0	$0	$0
DAVID WASKOM JR	TREASURER	5.00	Officer Director	$0	$0	$0
JILL GLOVER	SECRETARY	5.00	Officer Director	$0	$0	$0
MONICA HARTUNG	DIRECTOR	5.00	Director	$0	$0	$0
CONNIE HERNANDEZ	DIRECTOR	5.00	Director	$0	$0	$0
GARY MYERS	DIRECTOR	5.00	Director	$0	$0	$0
MARVIN VEATCH	DIRECTOR	5.00	Director	$0	$0	$0
TRINA TRACY	DIRECTOR	5.00	Director	$0	$0	$0
ANDREW NEHRT	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
TONY WESNER	DIRECTOR	5.00	Director	$0	$0	$0
BRUCE WYNN	DIRECTOR	5.00	Director	$0	$0	$0
DR ERIC FISH	DIRECTOR	5.00	Director	$0	$0	$0
VICKI JOHNSON POYNTER	DIRECTOR	5.00	Director	$0	$0	$0
DONALD SCHNITKER	DIRECTOR	5.00	Director	$0	$0	$0
NATE TORMOEHLEN	DIRECTOR	5.00	Director	$0	$0	$0
BILL BRAMAN	DIRECTOR	5.00	Director	$0	$0	$0
JASON BUKOWSKI	DIRECTOR	5.00	Director	$0	$0	$0
TODD BOLLINGER	DIRECTOR	5.00	Director	$0	$0	$0
KEVIN GABBARD	DIRECTOR	5.00	Director	$0	$0	$0
BRENT KILGAS	DIRECTOR	5.00	Director	$0	$0	$0
DAN DAVIS	PRESIDENT & CEO	35.00	Officer	$105,605	$3,168	$108,773

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	$6,607,810	$1,487,057	$25,846,402	$5,120,753
2023	$2,088,130	$1,346,644	$19,872,995	$741,486
2022	$1,897,352	$1,201,594	$18,956,202	$695,758
2021	$1,863,503	$1,867,528	$20,501,168	$-4,025
2020	$3,633,857	$926,852	$18,573,598	$2,707,005
2019	$1,500,048	$829,614	$14,773,931	$670,434