BERGHOLZ COMMUNITY FOUNDATION (EIN 341757488) - 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

1993

Legal Domicile

Principal Officer

AMY RICHARDS

Phone

7407682209

Tax Period

2024-07-01 to 2025-06-30

BERGHOLZ COMMUNITY FOUNDATION, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $312K in total revenue in fiscal year 2024. Revenue fell 83% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $94K, a strong 30% operating margin.

Mission

TO FOSTER COMMUNITY PRIDE AND ENRICH THE LIVES OF THE RESIDENTS OF BERGHOLZ AND THE SURROUNDING AREA THROUGH LEADERSHIP AND FINANCIAL ASSISTANCE IN THE AREAS OF SAFETY, RELIGION, EDUCATION, CULTURE AND RECREATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $49,185

Program Service Revenue $0

Investment Income $263,060

Other Revenue $0

TOTAL REVENUE $312,245

Expense Breakdown

Grants Paid $89,509

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,044

Other Expenses $129,185

TOTAL EXPENSES $218,694

Year-over-Year Comparison

	2024	2023	Change
Revenue	$312,245	$1,859,380	-0.8%
Expenses	$218,694	$191,226	+0.1%
Net Income	$93,551	$1,668,154	-0.9%

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
AMY RICHARDS	TRUSTEE/PRESIDENT	4.00	Officer Director	$0	$0	$0
KIMBERLY RICHARDSON	TRUSTEE/VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTY KEMMER	TRUSTEE/SECRETARY	1.00	Officer Director	$0	$0	$0
VALERIE STINE	NON-MEMBER/TREASURER	10.00	Officer	$0	$0	$0
E DOUG FEATHERINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
DAVID MCBANE	TRUSTEE	1.00	Director	$0	$0	$0
DAWN KLEIN	TRUSTEE	1.00	Director	$0	$0	$0
RYAN BOYD	TRUSTEE	1.00	Director	$0	$0	$0
DANA KELLOGG	TRUSTEE	1.00	Director	$0	$0	$0
TAYLOR CAIN	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	$312,245	$218,694	$9,366,445	$93,551
2024	$1,859,380	$191,226	$8,405,735	$1,668,154
2023	$2,215,811	$332,758	$6,128,661	$1,883,053
2022	$1,037,859	$106,585	$3,906,599	$931,274
2021	$160,847	$129,448	$4,538,673	$31,399
2020	$150,414	$138,316	$3,693,403	$12,098
2019	$170,906	$126,477	$3,738,489	$44,429
2018	$582,792	$134,448	$3,464,452	$448,344

BERGHOLZ COMMUNITY FOUNDATION