DELAWARE COUNTY FOUNDATION (EIN 311450786) - 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

1995

Legal Domicile

Principal Officer

CHRIS BAKER

Phone

6147642332

Tax Period

2024-01-01 to 2024-12-31

DELAWARE COUNTY FOUNDATION, founded in 1995, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.0M in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.4M, a strong 67% operating margin.

Mission

STRENGTHENING THE COMMUNITY BY CONNECTING PEOPLE THROUGH CHARITABLE GIVING

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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 $9,320,285

Program Service Revenue $0

Investment Income $1,411,876

Other Revenue $305,625

TOTAL REVENUE $11,037,786

Expense Breakdown

Grants Paid $2,526,043

Salaries & Benefits $420,519

Fundraising Expenses $190,610

Program Expenses $2,778,270

Other Expenses $713,712

TOTAL EXPENSES $3,660,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,037,786	$6,568,339	+0.7%
Expenses	$3,660,274	$3,179,569	+0.2%
Net Income	$7,377,512	$3,388,770	+1.2%

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

250

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

$139,677

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM WATERS	CHAIR	6.00	Officer Director	$0	$0	$0
PAULA TARPEY	VICE CHAIR	6.00	Officer Director	$0	$0	$0
ERIC BULL	DIRECTOR	4.00	Director	$0	$0	$0
KEITH COPELAND	SECRETARY	4.00	Officer Director	$0	$0	$0
SCOTT CUBBERLY	DIRECTOR	4.00	Director	$0	$0	$0
TRACY MACDOWELL	TREASURER	4.00	Officer Director	$0	$0	$0
ADAM HANSBERRY	DIRECTOR	4.00	Director	$0	$0	$0
PAMELA HUTCHINSON	DIRECTOR	4.00	Director	$0	$0	$0
MATTEW VANDENBERG	DIRECTOR	4.00	Director	$0	$0	$0
JERRY BORIN	DIRECTOR	4.00	Director	$0	$0	$0
ANNE SAXON	DIRECTOR	4.00	Director	$0	$0	$0
CHERIE SMITH	DIRECTOR	4.00	Director	$0	$0	$0
CHRIS BAKER	PRESIDENT	40.00	Officer	$137,177	$2,500	$139,677

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	$11,037,786	$3,660,274	$33,627,404	$7,377,512
2023	$6,568,339	$3,179,569	$24,422,314	$3,388,770
2022	$3,259,062	$2,312,914	$20,255,345	$946,148
2021	$6,756,665	$2,253,162	$23,022,460	$4,503,503
2020	$2,572,881	$1,585,862	$17,128,158	$987,019
2019	$2,213,219	$1,923,389	$15,294,638	$289,830
2018	$2,092,475	$1,390,576	$13,160,380	$701,899

DELAWARE COUNTY FOUNDATION