CONVOY COMMUNITY FOUNDATION INC (EIN 341277656) - 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

1979

Legal Domicile

Principal Officer

DENISE FREY

Phone

4192031091

Tax Period

2025-01-01 to 2025-12-31

CONVOY COMMUNITY FOUNDATION INC, founded in 1979, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $111K in total revenue in fiscal year 2025. The organization ran a surplus of $76K, a strong 68% operating margin.

Mission

BENEFITS TO INDIVIDUALS AND COMMUNITIES IN THE CRESTVIEW SCHOOL DISTRICT

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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 (2025)

Revenue Breakdown

Contributions & Grants $47,044

Program Service Revenue $0

Investment Income $63,779

Other Revenue $0

TOTAL REVENUE $110,823

Expense Breakdown

Grants Paid $22,472

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,459

Other Expenses $12,586

TOTAL EXPENSES $35,058

Year-over-Year Comparison

	2025	2024	Change
Revenue	$110,823	$103,838	+0.1%
Expenses	$35,058	$76,334	-0.5%
Net Income	$75,765	$27,504	+1.8%

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

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
CARL ETZLER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SCOTT ETZLER	TRUSTEE	1.00	Director	$0	$0	$0
DENISE FREY	TREASURER	2.00	Officer Director	$0	$0	$0
KRISTI GAMBLE	SECRETARY	1.00	Officer Director	$0	$0	$0
MARCIA GERMANN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB HALL	TRUSTEE	1.00	Director	$0	$0	$0
JEAN LEARY	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG MILLER	CO-TREASURER	1.00	Officer Director	$0	$0	$0
SHAUN PUTMAN	TRUSTEE	1.00	Director	$0	$0	$0
EMILY ROLLINS	TRUSTEE	1.00	Director	$0	$0	$0
BOB SCHUMM	TRUSTEE	1.00	Director	$0	$0	$0
GARY WECK	TRUSTEE	1.00	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
2025	$110,823	$35,058	$743,244	$75,765
2024	$103,838	$76,334	$640,773	$27,504
2023	$73,936	$32,602	$603,259	$41,334
2022	$65,553	$36,963	$511,087	$28,590
2021	$86,246	$10,145	$580,440	$76,101
2020	$44,005	$12,996	$504,194	$31,009

CONVOY COMMUNITY FOUNDATION INC