WAPAKONETA AREA COMMUNITY FOUNDATIO (EIN 341615229) - 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

1989

Legal Domicile

Principal Officer

JOHN D JOHNSON

Phone

4197389661

Tax Period

2024-06-01 to 2025-05-31

WAPAKONETA AREA COMMUNITY FOUNDATIO, founded in 1989, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 170% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 69% operating margin.

Mission

COMMUNITY FOUNDATION: PUBLIC CHARITY SERVING THE AREA ENCOMPASSING THE WAPAKONETA, OHIO SCHOOL DISTRICT.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,497,673

Program Service Revenue $31,093

Investment Income $1,223,302

Other Revenue $0

TOTAL REVENUE $2,752,068

Expense Breakdown

Grants Paid $708,061

Salaries & Benefits $33,432

Fundraising Expenses $0

Program Expenses $755,687

Other Expenses $124,951

TOTAL EXPENSES $866,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,752,068	$1,020,059	+1.7%
Expenses	$866,444	$561,065	+0.5%
Net Income	$1,885,624	$458,994	+3.1%

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

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

$26,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG MYERS	EXEC. DIRECT	20.00	Director	$26,000	$0	$26,000
JOHN D JOHNSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALAN DAVIS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
COURTNEY BURTON	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
ROBERT ASKINS	TRUSTEE	1.00	Director	$0	$0	$0
STEFANIE HOLTZ	TRUSTEE	1.00	Director	$0	$0	$0
KEITH HORNER	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA HUFFMAN	TRUSTEE	1.00	Director	$0	$0	$0
MARK JARVIS	TRUSTEE	1.00	Director	$0	$0	$0
REX KATTERHEINRICH	TRUSTEE	1.00	Director	$0	$0	$0
CHAD METZGER	TRUSTEE	1.00	Director	$0	$0	$0
LONNIE PEDERSEN	TRUSTEE	1.00	Director	$0	$0	$0
TOM SCHLENKER	TRUSTEE	1.00	Director	$0	$0	$0
DENISE WINTZER	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	$2,752,068	$866,444	$9,687,081	$1,885,624
2024	$1,020,059	$561,065	$7,801,457	$458,994
2023	$874,249	$530,719	$7,342,277	$343,530
2022	$607,264	$466,431	$6,998,747	$140,833
2021	$730,722	$472,098	$6,857,914	$258,624
2020	$746,506	$427,233	$6,599,290	$319,273
2019	$541,639	$464,389	$6,279,847	$77,250

WAPAKONETA AREA COMMUNITY FOUNDATIO