COMMUNITY FOUNDATION OF THE MAHONI… - 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

1999

Legal Domicile

Principal Officer

CASEY KRELL

Phone

3307435555

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION OF THE MAHONING VALLEY, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.5M in total revenue in fiscal year 2023. Revenue surged 181% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.2M, a strong 50% operating margin.

Mission

THE COMMUNITY FOUNDATION IS THE LEADER AND ADVOCATE FOR STRATEGIC PHILANTHROPY, PARTNERING WITH DONORS TO ANCHOR A PERMANENT AND GROWING ENDOWMENT MAKING INVESTMENTS IN THE MAHONING VALLEY THAT IMPROVE THE QUALITY OF LIFE FOR ALL RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $3,706,753 Revenue: $304,743

COMMUNITY FOUNDATION OF THE MAHONING VALLEY SHALL IDENTIFY AND SUPPORT COMMUNITY BASED CHARITABLE PURPOSES IN THE AREAS OF HEALTH, EDUCATION, ECONOMIC DEVELOPMENT, HUMAN SERVICES, AND HISTORICAL...

COMMUNITY FOUNDATION OF THE MAHONING VALLEY SHALL IDENTIFY AND SUPPORT COMMUNITY BASED CHARITABLE PURPOSES IN THE AREAS OF HEALTH, EDUCATION, ECONOMIC DEVELOPMENT, HUMAN SERVICES, AND HISTORICAL, CULTURAL AND ENVIRONMENTAL ACTIVITIES.

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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 $7,514,737

Program Service Revenue $304,743

Investment Income $715,619

Other Revenue $0

TOTAL REVENUE $8,535,099

Expense Breakdown

Grants Paid $3,106,074

Salaries & Benefits $674,101

Fundraising Expenses $101,837

Program Expenses $3,706,753

Other Expenses $523,378

TOTAL EXPENSES $4,303,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,535,099	$3,038,919	+1.8%
Expenses	$4,303,553	$3,411,518	+0.3%
Net Income	$4,231,546	$-372,599	-12.4%

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

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

$226,328

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY FRANCISCO PHD	CHAIR	1.00	Officer Director	$0	$0	$0
TED STAZAK	DIRECTOR	1.00	Director	$0	$0	$0
MARVIN LOGAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY HEINTZ	DIRECTOR	1.00	Director	$0	$0	$0
GENNA PETROLLA	DIRECTOR	1.00	Director	$0	$0	$0
JAMES DIGNAN	DIRECTOR	1.00	Director	$0	$0	$0
KATHY HARLEY	DIRECTOR	1.00	Director	$0	$0	$0
MEGHAN REED	DIRECTOR	1.00	Director	$0	$0	$0
VINCE PETERSON II	DIRECTOR	1.00	Director	$0	$0	$0
KELAN BILAL	SECRETARY	1.00	Director	$0	$0	$0
SAMUEL FRIES	TREASURER	1.00	Officer Director	$0	$0	$0
PATRICIA SWEENEY	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
CASEY KRELL	CO-PRESIDENT	40.00	Officer	$76,514	$10,654	$87,168
SHARI HARRELL	CO-PRESIDENT	40.00	Officer	$123,374	$15,786	$139,160

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	$8,535,099	$4,303,553	$47,447,756	$4,231,546
2022	$3,038,919	$3,411,518	$38,364,494	$-372,599
2021	$2,474,240	$3,166,677	$48,407,645	$-692,437
2020	$5,543,609	$3,460,166	$43,065,649	$2,083,443
2019	$6,252,530	$4,353,116	$37,467,582	$1,899,414
2018	$9,766,306	$2,293,831	$30,679,831	$7,472,475

COMMUNITY FOUNDATION OF THE MAHONING VALLEY