UNION COUNTY COMMUNITY FOUNDATION INC (EIN 311500805) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

TRACI DUTCHOVER

Phone

8708628223

Tax Period

2024-10-01 to 2025-09-30

UNION COUNTY COMMUNITY FOUNDATION INC, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2017. Revenue fell 43% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $445K, a strong 34% operating margin.

Mission

DONATIONS TO BENEFIT COMMUNITY IN GENERAL AND TO PROVIDE SCHOLARSHIPS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $390,640

Program Service Revenue $0

Investment Income $1,365,275

Other Revenue $14,660

TOTAL REVENUE $1,770,575

Expense Breakdown

Grants Paid $984,532

Salaries & Benefits $118,518

Fundraising Expenses $43,178

Program Expenses $984,532

Other Expenses $219,258

TOTAL EXPENSES $1,322,308

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,770,575	$1,815,153	0.0%
Expenses	$1,322,308	$1,281,486	+0.0%
Net Income	$448,267	$533,667	-0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON HALE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
AMBER MILLER	SECRETARY	0.50	Officer Director	$0	$0	$0
NIC DOUGAN	TREASURER	1.00	Officer Director	$0	$0	$0
TRACI DUTCHOVER	VICE-CHAIRMAN	0.50	Officer Director	$0	$0	$0
FELISHA AARON	BOARD MEMBER	0.50	Director	$0	$0	$0
TIM BUTLER	BOARD MEMBER	0.50	Director	$0	$0	$0
GREG THOMAS	BOARD MEMBER	0.50	Director	$0	$0	$0
MARY GUTHRIE	BOARD MEMBER	0.50	Director	$0	$0	$0
JAN HENDERSON	BOARD MEMBER	0.50	Director	$0	$0	$0
DEAN INMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
ALLISON PARKER	BOARD MEMBER	0.50	Director	$0	$0	$0
KIMBERLY THOMAS	BOARD MEMBER	0.50	Director	$0	$0	$0
CLARK SMITH	BOARD MEMBER	0.50	Director	$0	$0	$0
BETH WELDON	BOARD MEMBER	0.50	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
2025	$1,770,575	$1,322,308	$30,684,780	$448,267
2024	$1,815,153	$1,281,486	$29,655,248	$533,667
2023	$1,283,534	$1,221,661	$25,416,707	$61,873
2022	$1,740,655	$1,313,628	$23,900,221	$427,027
2021	$2,222,194	$1,104,681	$27,880,577	$1,117,513
2020	$920,680	$987,416	$25,292,992	$-66,736
2019	$3,253,481	$960,095	$24,612,818	$2,293,386
2018	$1,315,383	$869,952	$21,689,213	$445,431

UNION COUNTY COMMUNITY FOUNDATION INC