THE NEW ALBANY COMMUNITY FOUNDATION

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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

1994

Legal Domicile

Principal Officer

J CRAIG MOHRE

Phone

6149398150

Tax Period

2024-07-01 to 2025-06-30

THE NEW ALBANY COMMUNITY FOUNDATION, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.3M in total revenue in fiscal year 2024. Net assets of $24.9M represent 70 months of operating reserves.

Mission

TO BUILD THE RESOURCES NECESSARY TO BE A CATALYST FOR, A CONVENER OF AND AN INVESTOR IN INITIATIVES THAT PERPETUATE THE VISION SHARED BY THE COMMUNITY, OUR DONORS AND VISIONARIES.

Program Service Accomplishments

Program 1

Expenses: $1,001,343 Revenue: $39,063

THE NEW ALBANY LECTURE SERIES IS AN ANNUAL LECTURE AND EDUCATIONAL PROGRAM IN NEW ALBANY, OHIO, FEATURING NATIONALLY AND INTERNATIONALLY PROMINENT SPEAKERS. ORGANIZED BY THE NEW ALBANY COMMUNITY...

THE NEW ALBANY LECTURE SERIES IS AN ANNUAL LECTURE AND EDUCATIONAL PROGRAM IN NEW ALBANY, OHIO, FEATURING NATIONALLY AND INTERNATIONALLY PROMINENT SPEAKERS. ORGANIZED BY THE NEW ALBANY COMMUNITY FOUNDATION SINCE 2014, THE SERIES HAS BROUGHT LEADERS IN PUBLIC AFFAIRS, INTERNATIONAL AFFAIRS, HEALTH, HISTORY AND THE ARTS TO CENTRAL OHIO. IN ADDITION TO TICKET REVENUE OF $39,063, THE EVENT GENERATED CONTRIBUTION REVENUE OF $1,026,863, REPORTED ON LINE 1F OF PART VIII.

Program 2

Expenses: $814,943 Revenue: $117,950

THE ANNUAL REMARKABLE EVENING EVENT PROVIDES INTELLECTUALLY STIMULATING AND ENTERTAINING PROGRAMMING FOR THE CITIZENS OF NEW ALBANY WHILE SUPPORTING WORTHY COMMUNITY CAUSES. LAST FALL, MORE THAN 670 GUESTS ATTENDED THIS EVENT. IN ADDITION TO REVENUE OF $117,950, THE EVENT GENERATED CONTRIBUTION REVENUE OF $1,946,870, REPORTED ON LINE 1F OF PART VIII.

Program 3

Expenses: $475,366 Revenue: $13,288

THE AMPHITHEATER EVENTS PROGRAM WAS CREATED TO PROVIDE VIBRANT MUSIC, THEATER, BALLET AND OTHER PERFORMING ARTS TO THE CITIZENS OF NEW ALBANY. THE EVENTS INCLUDE THE AMPHITHEATER BENEFIT, FALL FAMILY MUSIC FEST, AND FAMILY FLICK NIGHTS. IN ADDITION TO TICKET REVENUE OF $13,288, THE EVENTS GENERATED CONTRIBUTION REVENUE OF $504,731, REPORTED ON LINE 1F OF PART VIII.

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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 $4,092,303

Program Service Revenue $170,301

Investment Income $21,082

Other Revenue $0

TOTAL REVENUE $4,283,686

Expense Breakdown

Grants Paid $1,111,693

Salaries & Benefits $722,443

Fundraising Expenses $544,735

Program Expenses $3,674,929

Other Expenses $2,692,848

TOTAL EXPENSES $4,526,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,283,686	$4,360,956	0.0%
Expenses	$4,526,984	$4,277,641	+0.1%
Net Income	$-243,298	$83,315	-3.9%

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

$305,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVERETT GALLAGHER	TRUSTEE	2.00	Director	$0	$0	$0
HELGA HOUSTON	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
PAUL JUDGE	CHAIR	2.00	Officer Director	$0	$0	$0
BILL EBBING	TRUSTEE	1.00	Director	$0	$0	$0
DAVID FEINBERG	TRUSTEE	1.00	Director	$0	$0	$0
LYNNE REDGRAVE	TRUSTEE	2.00	Director	$0	$0	$0
DAN SNYDER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MCWHORTER	TRUSTEE	1.00	Director	$0	$0	$0
NANETTE NARDI TRIPLETT	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM PIGOTT	TREASURER	2.00	Officer Director	$0	$0	$0
ANDY WEEKS	TRUSTEE	1.00	Director	$0	$0	$0
TJ OBROKTA JR	VICE CHAIR	1.00	Director	$0	$0	$0
LORI GILLETT	TRUSTEE	1.00	Director	$0	$0	$0
COREY ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA RODRIGUEZ TOLEDO	TRUSTEE	1.00	Director	$0	$0	$0
J CRAIG MOHRE	PRESIDENT	50.00	Officer	$297,500	$7,600	$305,100
MARCIA GABOR	VICE PRES/DIR BRANDING/VOL	40.00	Highest	$132,341	$4,840	$137,181

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	$4,283,686	$4,526,984	$26,464,532	$-243,298
2024	$4,360,956	$4,277,641	$23,894,318	$83,315
2023	$5,474,995	$4,980,331	$20,974,123	$494,664
2022	$7,914,986	$8,469,370	$19,894,351	$-554,384
2021	$12,025,093	$11,680,307	$22,837,707	$344,786
2020	$3,725,539	$2,866,784	$18,664,557	$858,755
2019	$3,754,288	$2,427,923	$17,190,915	$1,326,365