COMMUNITY FUND MANAGEMENT FOUNDATI… - 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

1993

Legal Domicile

Principal Officer

JILL FOWLER

Phone

2167364540

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FUND MANAGEMENT FOUNDATION INC, founded in 1993, is a community nonprofit in the Human Services sector that reported $2.6M in total revenue in fiscal year 2023. The organization ran a surplus of $1.3M, a strong 52% operating margin.

Mission

COMMUNITY FUND MANAGEMENT FOUNDATION, INC. DBA COMMUNITY FUND OHIO IS A NON-PROFIT ORGANIZATION CREATED TO DEVELOP AND MAKE AVAILABLE TRUST VEHICLES, EDUCATION, AND RELATED SERVICES THAT HELP ENABLE INDIVIDUALS WITH DISABILITIES TO USE PRIVATE FUNDS TO ENHANCE THEIR QUALITY OF LIFE WHILE ATTEMPTING TO SAFEGUARD THEIR ELIGIBILITY FOR GOVERNMENTAL BENEFITS.

Program Service Accomplishments

Program 1

Expenses: $908,871 Revenue: $1,299,804

COMMUNITY FUND MANAGEMENT FOUNDATION (THE FOUNDATION) ESTABLISHES AND ADMINISTERS SEVERAL TYPES OF TRUSTS, EDUCATION PROGRAMS AND RELATED SERVICES FOR OHIO RESIDENTS WITH DISABILITIES. DURING THE...

COMMUNITY FUND MANAGEMENT FOUNDATION (THE FOUNDATION) ESTABLISHES AND ADMINISTERS SEVERAL TYPES OF TRUSTS, EDUCATION PROGRAMS AND RELATED SERVICES FOR OHIO RESIDENTS WITH DISABILITIES. DURING THE YEAR ENDED DECEMBER 31, 2023, A TOTAL OF 341 NEW TRUSTS WERE ESTABLISHED FOR CLIENTS. AS OF DECEMBER 31, 2023, THE FOUNDATION HAD SET UP AND WAS ADMINISTERING A TOTAL OF 2,421 TRUSTS FOR CLIENTS.

Program 2

Expenses: $131,226

CFMF PROVIDES GRANTS TO INDIVIDUALS AND NONPROFIT ORGANIZATIONS.CFMF OFFERS TWO TYPES OF GRANTS FOR INDIVIDUALS: THE HARDSHIP/EMERGENT NEEDS GRANTS ARE FOR THOSE WHO SEEK RELIEF FROM A HARDSHIP OR...

CFMF PROVIDES GRANTS TO INDIVIDUALS AND NONPROFIT ORGANIZATIONS.CFMF OFFERS TWO TYPES OF GRANTS FOR INDIVIDUALS: THE HARDSHIP/EMERGENT NEEDS GRANTS ARE FOR THOSE WHO SEEK RELIEF FROM A HARDSHIP OR ASSISTANCE WITH AN EMERGENT NEED. THE EDUCATIONAL / ASSISTANCE GRANT IS FOR INDIVIDUALS WHO WISH TO APPLY FOR THE COST OF TUITION AND/OR TRAVEL EXPENSES TO ATTEND AN EDUCATIONAL PROGRAM, INCLUDING BUT NOT LIMITED TO, A SEMINAR, SCHOOL, OR CONTINUING EDUCATION PROGRAM. GRANTS FOR NONPROFIT ORGANIZATIONS ARE OFFERED TO ORGANIZATIONS THAT PROVIDE DIRECT SERVICES OR IMPROVE ACCESS TO SERVICES FOR PEOPLE WITH DISABILITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $752,865

Program Service Revenue $1,299,061

Investment Income $540,066

Other Revenue $743

TOTAL REVENUE $2,592,735

Expense Breakdown

Grants Paid $131,226

Salaries & Benefits $721,431

Fundraising Expenses $0

Program Expenses $1,040,097

Other Expenses $401,028

TOTAL EXPENSES $1,253,685

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,592,735	$2,491,867	+0.0%
Expenses	$1,253,685	$1,398,611	-0.1%
Net Income	$1,339,050	$1,093,256	+0.2%

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

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

$122,728

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN A CRAINE ESQ	MEMBER	2.00	Officer Director	$0	$0	$0
LAURA MATHEWS	MEMBER	2.00	Officer Director	$0	$0	$0
MAGGIE L SUTTON ESQ	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ELAINE EISNER	CHAIRPERSON	1.00	Director	$0	$0	$0
CARLA TRICARICHI	MEMBER	1.00	Director	$0	$0	$0
FRANCES ELLIOTT ULRICH	MEMBER	1.00	Director	$0	$0	$0
JONATHAN WISE	TREASURER	1.00	Director	$0	$0	$0
PATRICK S VACCARO	MEMBER	1.00	Director	$0	$0	$0
AMBER GIBBS EDD	MEMBER	1.00	Director	$0	$0	$0
LINDSAY C JONES EDQ	MEMBER	1.00	Director	$0	$0	$0
AMANDA M BUZO	EXECUTIVE DIRECTOR	40.00	Officer	$38,497	$0	$38,497
MOLLY B MURPHY	DEPUTY DIRECTOR	40.00	Officer	$84,231	$0	$84,231

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	$2,592,735	$1,253,685	$11,586,778	$1,339,050
2022	$2,491,867	$1,398,611	$9,381,628	$1,093,256
2021	$2,849,250	$1,231,803	$9,863,501	$1,617,447
2020	$2,100,171	$1,572,086	$7,534,355	$528,085
2019	$1,432,828	$1,252,175	$6,399,374	$180,653
2018	$1,261,567	$1,029,240	$5,420,433	$232,327

COMMUNITY FUND MANAGEMENT FOUNDATION INC