PICKAWAY COUNTY COMMUNITY FOUNDATION INC (EIN 311777036) - 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

2001

Legal Domicile

Principal Officer

TERATIA WELCH

Phone

7404776207

Tax Period

2023-01-01 to 2023-12-31

PICKAWAY COUNTY COMMUNITY FOUNDATION INC, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $556K, a strong 32% operating margin.

Mission

TO ENHANCE THE PICKAWAY COUNTY COMMUNITY THROUGH 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 $1,628,409

Program Service Revenue $0

Investment Income $31,016

Other Revenue $94,910

TOTAL REVENUE $1,754,335

Expense Breakdown

Grants Paid $939,219

Salaries & Benefits $94,217

Fundraising Expenses $2,392

Program Expenses $978,076

Other Expenses $164,918

TOTAL EXPENSES $1,198,354

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,754,335	$2,053,985	-0.1%
Expenses	$1,198,354	$1,097,108	+0.1%
Net Income	$555,981	$956,877	-0.4%

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

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
TERATIA WELCH	CHAIR	1.00	Officer	$0	$0	$0
JOY EWING	VICE CHAIR	1.00	Officer	$0	$0	$0
NATALIE BLUE	BOARD OF DIR	1.00	Director	$0	$0	$0
ALAN SUTTON	BOARD OF DIR	1.00	Director	$0	$0	$0
ROBERT SNEED	BOARD OF DIR	1.00	Director	$0	$0	$0
MATT CHAFIN	BOARD OF DIR	1.00	Director	$0	$0	$0
BETHANY REID	BOARD OF DIR	1.00	Director	$0	$0	$0
DAVID CRAWFORD	BOARD OF DIR	1.00	Director	$0	$0	$0
FRANK MERRILL	BOARD OF DIR	1.00	Director	$0	$0	$0
SHELLY HARSHA	BOARD OF DIR	1.00	Director	$0	$0	$0
JOHN HOFFMAN	BOARD OF DIR	1.00	Director	$0	$0	$0
KRISTIN WOLFORD	TREASURER	1.00	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	$1,754,335	$1,198,354	$19,759,193	$555,981
2022	$2,053,985	$1,097,108	$16,736,808	$956,877
2022	$1,544,578	$1,234,130	$17,318,908	$310,448
2021	$789,921	$531,690	$18,877,652	$258,231
2020	$705,031	$362,447	$16,004,998	$342,584
2019	$1,293,564	$232,082	$14,725,881	$1,061,482
2018	$358,195	$311,455	$12,125,982	$46,740

PICKAWAY COUNTY COMMUNITY FOUNDATION INC