PIQUA COMMUNITY FOUNDATION (EIN 311391908) - 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

1993

Legal Domicile

Principal Officer

KALETTE HITTLE

Phone

9376159080

Tax Period

2023-01-01 to 2023-12-31

PIQUA COMMUNITY FOUNDATION, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $623K, a strong 35% operating margin.

Mission

COMMUNITY FOUNDATION SERVING PIQUA, OHIO AND THE SURROUNDING AREA.

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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 $1,246,676

Program Service Revenue $0

Investment Income $552,022

Other Revenue $0

TOTAL REVENUE $1,798,698

Expense Breakdown

Grants Paid $916,852

Salaries & Benefits $122,889

Fundraising Expenses $0

Program Expenses $916,852

Other Expenses $136,377

TOTAL EXPENSES $1,176,118

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,798,698	$2,647,801	-0.3%
Expenses	$1,176,118	$1,102,572	+0.1%
Net Income	$622,580	$1,545,229	-0.6%

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

$80,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE PERRY	FORMER EXEC	32.00	Officer	$80,000	$0	$80,000
MIMI A CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET L FRENCH	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE A GUNTER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL E GUTMANN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF PEDRO JR	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY KARN	DIRECTOR	1.00	Director	$0	$0	$0
TRENTON KARN	DIRECTOR	1.00	Director	$0	$0	$0
BETH H KAZER	DIRECTOR	1.00	Director	$0	$0	$0
DOREEN LARSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW S MONNIN	SEC./TREAS	1.00	Officer Director	$0	$0	$0
RANDI PEARSON	DIRECTOR	1.00	Director	$0	$0	$0
SPENCER K PELTIER	DIRECTOR	1.00	Director	$0	$0	$0
GAIL B PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES SEVER	DIRECTOR	1.00	Director	$0	$0	$0
EMILY E SHAWLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW SNYDER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
STEVEN K STALEY	DIRECTOR	1.00	Director	$0	$0	$0
TONY WENDELN	DIRECTOR	1.00	Director	$0	$0	$0
KALETTE HITTLE	EXECUTIVE DI	32.00	Officer	$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	No data	No data	No data	No data
2023	$1,798,698	$1,176,118	$17,308,477	$622,580
2022	$2,647,801	$1,102,572	$14,714,868	$1,545,229
2021	$2,358,961	$1,488,740	$17,113,928	$870,221
2020	$1,376,786	$832,626	$15,110,506	$544,160
2019	$1,202,735	$1,053,012	$13,154,077	$149,723
2018	$1,022,504	$741,254	$11,072,783	$281,250

PIQUA COMMUNITY FOUNDATION