FOUNDATION FOR APPALACHIAN OHIO (EIN 311620483) - 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

1998

Legal Domicile

Principal Officer

CARA DINGUS BROOK

Phone

7407531111

Tax Period

2023-01-01 to 2023-12-31

FOUNDATION FOR APPALACHIAN OHIO, founded in 1998, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $29.0M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15.3M, a strong 53% operating margin.

Mission

FAO IS A REGIONAL COMMUNITY FOUNDATION SERVING THE 32 COUNTIES OF APPALACHIAN OHIO WITH A MISSION TO CREATE OPPORTUNITIES FOR APPALACHIAN OHIO'S CITIZENS AND COMMUNITIES BY INSPIRING AND SUPPORTING PHILANTHROPY.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $26,843,877

Program Service Revenue $1,188,778

Investment Income $1,013,686

Other Revenue $-15,286

TOTAL REVENUE $29,031,055

Expense Breakdown

Grants Paid $9,279,958

Salaries & Benefits $1,813,416

Fundraising Expenses $652,673

Program Expenses $11,039,328

Other Expenses $2,674,377

TOTAL EXPENSES $13,767,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,031,055	$22,438,784	+0.3%
Expenses	$13,767,751	$5,525,145	+1.5%
Net Income	$15,263,304	$16,913,639	-0.1%

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

235

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

$396,393

Total Directors

$396,393

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STRICKMAKER RONALD	CHAIR	2.00	Officer Director	$0	$0	$0
CONGER TJ	TREASURER	2.00	Officer Director	$0	$0	$0
CHADDOCK JEFFERY	TRUSTEE	2.00	Director	$0	$0	$0
LAHMERS NANCY	SECRETARY	2.00	Officer Director	$0	$0	$0
WILLS SARAH	TRUSTEE	2.00	Director	$0	$0	$0
BROOK CARA	PRESIDENT/CEO	40.00	Officer Director	$231,800	$11,547	$243,347
CAMPBELL MARIANNE	EMERITUS / TRUSTEE	2.00	Director	$0	$0	$0
MCLAUGHLIN ROBERT MICK	EMERITUS / TRUSTEE	2.00	Director	$0	$0	$0
CREMEANS RON	EMERITUS / TRUSTEE	2.00	Director	$0	$0	$0
MOONEY CHRISTOPHER	TRUSTEE	2.00	Director	$0	$0	$0
LUSK ZIMPHER NANCY	TRUSTEE	2.00	Director	$0	$0	$0
TANNER KRISTI	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TAYLOR KEN	TRUSTEE	2.00	Director	$0	$0	$0
COLEMAN TERA	TRUSTEE	2.00	Director	$0	$0	$0
GEIGER TERI	TRUSTEE	2.00	Director	$0	$0	$0
KVAMME MEGAN	TRUSTEE	2.00	Director	$0	$0	$0
SHELTON HOLLY	VICE PRESIDENT	40.00	Officer Director	$139,046	$14,000	$153,046
REITTER MARC	TRUSTEE	2.00	Director	$0	$0	$0
JO ELLEN DIEHL YEARY	TRUSTEE	2.00	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	No data	No data	No data	No data
2023	$29,031,055	$13,767,751	$105,544,952	$15,263,304
2022	$22,438,784	$5,525,145	$81,090,516	$16,913,639
2021	$24,527,187	$6,991,736	$74,765,422	$17,535,451
2020	$7,241,176	$4,101,041	$52,528,465	$3,140,135
2019	$14,026,196	$3,256,516	$46,115,809	$10,769,680
2018	$6,994,143	$3,257,330	$31,565,409	$3,736,813

FOUNDATION FOR APPALACHIAN OHIO