THE MUSKINGUM COUNTY COMMUNITY FOUNDATION (EIN 311147022) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

BRIAN WAGNER

Phone

7404535192

Tax Period

2024-01-01 to 2024-12-31

THE MUSKINGUM COUNTY COMMUNITY FOUNDATION, founded in 1985, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.4M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 42% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE AND SERVE THE CHARITABLE NEEDS OF THE COMMUNITY BY ATTRACING AND ADMINISTERING CHARITABLE FUNDS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,540,248

Program Service Revenue $356,632

Investment Income $2,466,831

Other Revenue $48,967

TOTAL REVENUE $6,412,678

Expense Breakdown

Grants Paid $2,565,269

Salaries & Benefits $525,708

Fundraising Expenses $86,751

Program Expenses $2,858,666

Other Expenses $655,676

TOTAL EXPENSES $3,746,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,412,678	$4,874,642	+0.3%
Expenses	$3,746,653	$2,775,958	+0.3%
Net Income	$2,666,025	$2,098,684	+0.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$127,102

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN WAGNER	CEO	40.00	Officer	$97,816	$29,286	$127,102
ADAM BARCLAY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
BO COCONIS	TRUSTEE	1.00	Director	$0	$0	$0
MARY DIAMOND	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN MCLAIN DURST	TREASURER	2.00	Officer Director	$0	$0	$0
TRACY ELICH	TRUSTEE	1.00	Director	$0	$0	$0
BARB HANSEN	TRUSTEE	1.00	Director	$0	$0	$0
BEN HESS	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN HOLDREN	TRUSTEE	1.00	Director	$0	$0	$0
JOSH JOSEPH	TRUSTEE	1.00	Director	$0	$0	$0
LISA KARLING	COUNCIL PRES	1.00	Director	$0	$0	$0
JEANNIE LITTICK MCGLADE	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTOPHER OLNEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
AJ PATEL	TRUSTEE	1.00	Director	$0	$0	$0
TOM POORMAN	TRUSTEE	1.00	Officer Director	$0	$0	$0
JOHN SAUNDERS	TRUSTEE	1.00	Director	$0	$0	$0
MARY JANE SHACKLEFORD	TRUSTEE	1.00	Director	$0	$0	$0
ALTON THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
JIM WILSON	TRUSTEE	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	$6,412,678	$3,746,653	$36,520,001	$2,666,025
2023	$4,874,642	$2,775,958	$32,717,904	$2,098,684
2022	$4,264,402	$2,835,374	$29,219,426	$1,429,028
2021	$5,158,064	$3,068,385	$32,406,043	$2,089,679
2020	$3,401,469	$2,380,668	$28,110,152	$1,020,801
2019	$3,167,045	$8,291,757	$26,062,546	$-5,124,712
2018	$3,716,399	$2,242,606	$30,671,993	$1,473,793

THE MUSKINGUM COUNTY COMMUNITY FOUNDATION