COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC (EIN 351119450) - 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

1922

Legal Domicile

Principal Officer

R BRADLEY LITTLE

Phone

2604264083

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC, founded in 1922, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $33.8M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18.8M, a strong 56% operating margin.

Mission

THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INSPIRES ENDURING PHILANTHROPY BY ENCOURAGING CHARITABLE GIVING, CONDUCTING MEANINGFUL GRANTMAKING, AND LEADING COMMUNITY INITIATIVES.

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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 $21,038,750

Program Service Revenue $0

Investment Income $12,713,031

Other Revenue $87,318

TOTAL REVENUE $33,839,099

Expense Breakdown

Grants Paid $10,855,908

Salaries & Benefits $1,857,067

Fundraising Expenses $555,456

Program Expenses $12,493,472

Other Expenses $2,282,449

TOTAL EXPENSES $14,995,424

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,839,099	$22,701,309	+0.5%
Expenses	$14,995,424	$13,600,228	+0.1%
Net Income	$18,843,675	$9,101,081	+1.1%

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

107

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

$590,044

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
R BRADLEY LITTLE	PRESIDENT &	40.00	Officer	$223,224	$25,839	$249,063
HEIDI LUDWIG	COO	40.00	Officer	$170,934	$26,698	$197,632
ALISON GERARDOT	CHIEF IMPACT	40.00	Officer	$121,843	$21,506	$143,349
RONALD MENZE	CHAIR	1.00	Officer Director	$0	$0	$0
SHERRY EARLY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTINE BOLES	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT SLUSSER	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL O SAUERTEIG	DIRECTOR	1.00	Director	$0	$0	$0
GARY SHEARER	DIRECTOR	1.00	Director	$0	$0	$0
DENITA WASHINGTON	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN WESNER	DIRECTOR	1.00	Director	$0	$0	$0
EDMOND O'NEAL	DIRECTOR	1.00	Director	$0	$0	$0
DAMIAN GOSHEFF	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY WALKER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE CRANDALL	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE CARPER	DIRECTOR	1.00	Director	$0	$0	$0
JASON KNOTHE	DIRECTOR	1.00	Director	$0	$0	$0
NIKKI QUINTANA	DIRECTOR	1.00	Director	$0	$0	$0
ZACH BENEDICT	DIRECTOR	1.00	Director	$0	$0	$0
HALLIE CUSTER	DIRECTOR	1.00	Director	$0	$0	$0
DAN SWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
CINDY GOODMAN	DIRECTOR PAR	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
2024	$33,839,099	$14,995,424	$245,430,623	$18,843,675
2023	$22,701,309	$13,600,228	$219,144,373	$9,101,081
2022	$13,465,182	$12,123,516	$190,965,562	$1,341,666
2021	$24,617,939	$10,253,619	$220,674,708	$14,364,320
2020	$11,602,152	$9,661,445	$181,936,459	$1,940,707
2019	$16,125,433	$7,654,778	$167,410,639	$8,470,655
2018	$12,416,618	$7,636,936	$139,725,829	$4,779,682

COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC