THE COMMUNITY FOUNDATION FOR CARVE… - Form 990 Financial Data

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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

2007

Legal Domicile

Principal Officer

ROBERT ROEPKE

Phone

3202534380

Tax Period

2020-07-01 to 2021-06-30

THE COMMUNITY FOUNDATION FOR CARVER COUNTY, founded in 2007, is a micro nonprofit that reported $96 in total revenue in fiscal year 2020. Revenue fell 100% from the prior year — a significant decline worth monitoring.

Mission

TO SERVE AS A CATALYST AND SUPPORT FOR CHARITABLE INVESTMENTS THAT CONTRIBUTE TO DEVELOPING VIBRANT AND HEALTHY COMMUNITITES.

Program Service Accomplishments

Program 1

Expenses: $77,886 Revenue: $-96

WE CONNECT POTENTIAL DONORS AND THEIR CARITABLE INTERESTS AND RESOURCES WITH LOCAL NEEDS. WE DO THIS BY MANAGING AND INVESTING VARIOUS FUNDS THAT INDIVIDUALS, FAMILIES AND ORGANIZATIONS HAVE...

WE CONNECT POTENTIAL DONORS AND THEIR CARITABLE INTERESTS AND RESOURCES WITH LOCAL NEEDS. WE DO THIS BY MANAGING AND INVESTING VARIOUS FUNDS THAT INDIVIDUALS, FAMILIES AND ORGANIZATIONS HAVE ESTABLISHED WITH US. THOSE FUNDS, GRANTS AND SCHOLARSHIPS ARE THEN MADE TO ADDRESS LOCAL NEEDS IN CARVER COUNTY.

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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 (2020)

Revenue Breakdown

Contributions & Grants $50

Program Service Revenue $0

Investment Income $-146

Other Revenue $0

TOTAL REVENUE $-96

Expense Breakdown

Grants Paid $77,886

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,886

Other Expenses $0

TOTAL EXPENSES $77,886

Year-over-Year Comparison

	2020	2019	Change
Revenue	$-96	$98,020	-1.0%
Expenses	$77,886	$483,112	-0.8%
Net Income	$-77,982	$-385,092	-0.8%

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

N/A

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
ROBERT ROEPKE	CHAIR OF BOARD	3.00	Officer Director	$0	$0	$0
LAURA HELMER	VICE CHAIR	8.00	Officer Director	$0	$0	$0
JAMES WEYGAND	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KATHIE LENZEN	TREASURER	0.25	Officer Director	$0	$0	$0
KRISTEN RICKABY	DIRECTOR	0.50	Officer	$0	$0	$0
GREGG DAVIES	DIRECTOR	0.25	Officer	$0	$0	$0
RICK FORD	DIRECTOR	0.25	Officer	$0	$0	$0
RACHEAL HOLLAND	DIRECTOR	0.25	Officer	$0	$0	$0
SHANNON MINDT	DIRECTOR	0.25	Officer	$0	$0	$0
RICHARD SCOTT	DIRECTOR	1.00	Officer	$0	$0	$0
ROGER STORMS	DIRECTOR	1.25	Officer	$0	$0	$0
BARBARA SWANSON	DIRECTOR	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
2021	$-96	$77,886	No data	$-77,982
2020	$98,020	$483,112	$77,982	$-385,092
2019	$209,636	$1,131,527	$498,411	$-921,891

THE COMMUNITY FOUNDATION FOR CARVER COUNTY