COMMUNITY FOUNDATION OF SHELBY COUNTY

EIN: 346565194 501(c)(3) Philanthropy & Grantmaking

SIDNEY, OH

Total Revenue
$10,397,057
Total Expenses
$8,698,167
Total Assets
$66,078,861
Net Assets
$50,299,819
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1952
Legal Domicile
OH
Principal Officer
MICHAEL LOCHARD
Phone
9374977800
Tax Period
2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF SHELBY COUNTY, founded in 1952, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.4M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $1.7M, a strong 16% operating margin.

Mission

TO INSPIRE DONOR GENEROSITY AND TRANSFORM IT INTO MEANINGFUL, LASTING IMPACT THROUGH CHARITABLE GIFTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,561,472
Program Service Revenue $0
Investment Income $2,916,926
Other Revenue $918,659
TOTAL REVENUE $10,397,057

Expense Breakdown

Grants Paid $7,291,198
Salaries & Benefits $373,349
Fundraising Expenses $103,422
Program Expenses $8,325,231
Other Expenses $1,033,620
TOTAL EXPENSES $8,698,167

Year-over-Year Comparison

2024 2023 Change
Revenue $10,397,057 $11,787,664 -0.1%
Expenses $8,698,167 $4,713,908 +0.8%
Net Income $1,698,890 $7,073,756 -0.8%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
6
Volunteers
11

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
4
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KURT BARHORST VICE CHAIR N/A
Officer Director
$0 $0 $0
DEVON BEER TRUSTEE N/A
Director
$0 $0 $0
DR KAREN FORTMAN SECRETARY N/A
Officer Director
$0 $0 $0
MARK GOUBEAUX TRUSTEE N/A
Director
$0 $0 $0
CYNTHIA HELMAN TRUSTEE N/A
Director
$0 $0 $0
MATT HOYING TRUSTEE N/A
Director
$0 $0 $0
MICHAEL LOCHARD CHAIR N/A
Officer Director
$0 $0 $0
DAVID MONNIER TREASURER N/A
Officer Director
$0 $0 $0
DIANE REISS TRUSTEE N/A
Director
$0 $0 $0
LISA RUHENKAMP TRUSTEE N/A
Director
$0 $0 $0
AMY ZORN TRUSTEE N/A
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
2024 $10,397,057 $8,698,167 $66,078,861 $1,698,890
2023 $11,787,664 $4,713,908 $60,020,224 $7,073,756
2022 $9,345,368 $4,621,961 $49,439,907 $4,723,407
2021 $18,442,641 $5,294,811 $51,474,036 $13,147,830
2020 $3,559,398 $2,565,265 $39,394,142 $994,133
2019 $5,208,639 $5,692,320 $35,602,155 $-483,681
2018 $4,590,191 $3,477,216 $32,373,860 $1,112,975
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