COMMUNITY FOUNDATION OF BLOOMINGTO… - 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

1990

Legal Domicile

Principal Officer

TINA PETERSON

Phone

8123339016

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC, founded in 1990, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $26.2M in total revenue in fiscal year 2024. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21.1M, a strong 81% operating margin.

Mission

COMMUNITY FOUNDATION RAISING FUNDS FOR LONG TERM SUPPORT OF NON-PROFIT ORGANIZATIONS, PRINCIPALLY IN LOCAL COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $3,660,521 Revenue: $19,679

THE COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY EXISTS TO ENHANCE OUR COMMUNITY THROUGH PERMANENT CHARITABLE CAPITAL, EFFECTIVE GRANTS, AND INCLUSIVE LEADERSHIP. THE ORGANIZATION CHAMPIONS LOCAL PHILANTHROPY BY BUILDING COMMUNITY ASSETS, PARTICULARLY PERMANENT ENDOWMENT FUNDS; ADMINISTERS GRANTS IN DIVERSE CHARITABLE FIELDS REFLECTIVE OF DONOR INTERESTS AND COMMUNITY NEEDS AND OPPORTUNITIES; AND STRIVES TO PROVIDE INCLUSIVE COMMUNITY LEADERSHIP ON ISSUES OF LOCAL IMPORTANCE.THE FOUNDATION ADMINISTERS OVER 320 FUNDS, PRIMARILY PERMANENT ENDOWMENTS, INCLUDING AGENCY OR DESIGNATED, SCHOLARSHIP, DONOR-ADVISED, FIELD-OF-INTEREST AND UNRESTRICTED FUNDS.

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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 $20,405,721

Program Service Revenue $0

Investment Income $5,740,016

Other Revenue $19,679

TOTAL REVENUE $26,165,416

Expense Breakdown

Grants Paid $2,879,925

Salaries & Benefits $1,107,552

Fundraising Expenses $384,511

Program Expenses $3,660,521

Other Expenses $1,106,239

TOTAL EXPENSES $5,093,716

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,165,416	$11,678,257	+1.2%
Expenses	$5,093,716	$3,653,134	+0.4%
Net Income	$21,071,700	$8,025,123	+1.6%

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

$191,469

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB ZALTSBERG	DIRECTOR	2.00	Director	$0	$0	$0
COLLEN CURRY	DIRECTOR	2.00	Director	$0	$0	$0
DENZIL ROSS	DIRECTOR	2.00	Director	$0	$0	$0
ERIC SPOONMORE	DIRECTOR	2.00	Director	$0	$0	$0
ERIK COYNE	DIRECTOR	2.00	Director	$0	$0	$0
ERIN MARTOGLIO	DIRECTOR	2.00	Director	$0	$0	$0
HERB CALDWELL	DIRECTOR	2.00	Director	$0	$0	$0
JEREMIAH YOUNG	DIRECTOR	2.00	Director	$0	$0	$0
JERRY SANDERS	DIRECTOR	2.00	Director	$0	$0	$0
JESSIKA HANE	DIRECTOR	2.00	Director	$0	$0	$0
KYLA COX-DECKARD	DIRECTOR	2.00	Director	$0	$0	$0
MARK FRANKLIN	DIRECTOR	2.00	Director	$0	$0	$0
MATTIE WHITE	DIRECTOR	2.00	Director	$0	$0	$0
RON WALKER	DIRECTOR	2.00	Director	$0	$0	$0
WARREN CUTSHALL	DIRECTOR	2.00	Director	$0	$0	$0
JEFF WUSLICH	CHAIR	2.00	Officer Director	$0	$0	$0
DAVID B JOHNSON	VICE CHAIR	2.00	Director	$0	$0	$0
MICHELLE COLE	SECRETARY	2.00	Officer Director	$0	$0	$0
ISABEL SANTER	TREASURER	2.00	Officer Director	$0	$0	$0
BRIAN D YELEY	PAST CHAIR	2.00	Officer Director	$0	$0	$0
TINA PETERSON	PRESIDENT AND CEO	20.00	Officer	$95,792	$6,827	$191,469

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	$26,165,416	$5,093,716	$79,045,757	$21,071,700
2024	$11,678,257	$3,653,134	$57,492,921	$8,025,123
2023	$14,808,470	$12,789,535	$47,473,129	$2,018,935
2022	$6,724,359	$3,578,201	$43,168,422	$3,146,158
2021	$5,489,062	$3,656,470	$48,278,403	$1,832,592
2020	$6,019,284	$2,741,817	$35,830,182	$3,277,467
2019	$3,804,589	$2,248,961	$34,838,412	$1,555,628
2018	$3,567,101	$2,044,206	$33,294,138	$1,522,895

COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC