COMMUNITY FOUNDATION OF BOONE COUNTY INC (EIN 351829585) - 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

1991

Legal Domicile

Principal Officer

JOAN SOLLER

Phone

3178730210

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF BOONE COUNTY INC, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.9M in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 45% operating margin.

Mission

OUR MISSION IS TO UNITE PEOPLE, ORGANIZATIONS AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL.

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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 $2,306,019

Program Service Revenue $720,200

Investment Income $1,888,264

Other Revenue $12,441

TOTAL REVENUE $4,926,924

Expense Breakdown

Grants Paid $1,137,825

Salaries & Benefits $483,963

Fundraising Expenses $124,509

Program Expenses $1,410,979

Other Expenses $1,098,461

TOTAL EXPENSES $2,720,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,926,924	$2,645,982	+0.9%
Expenses	$2,720,249	$2,264,189	+0.2%
Net Income	$2,206,675	$381,793	+4.8%

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

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

100

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

$108,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN SOLLER	CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS HUFFER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LUANNE CLUFF	TREASURER	1.00	Officer Director	$0	$0	$0
PAULA HUDSON	SECRETARY	1.00	Officer Director	$0	$0	$0
SHAWNA LAKE	DIRECTOR	1.00	Director	$0	$0	$0
GARY EMMERT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
KATIE SHEETS	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE LEARY	DIRECTOR	1.00	Director	$0	$0	$0
CHAD PERDUE	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA STOKELY	DIRECTOR	1.00	Director	$0	$0	$0
SARAH PRINCE	DIRECTOR	1.00	Director	$0	$0	$0
LAURA DUNSHEE	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA PLUNKETT	DIRECTOR	1.00	Director	$0	$0	$0
JULIE REAGAN	PRESIDENT/CE	40.00	Officer	$108,500	$0	$108,500

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	$4,926,924	$2,720,249	$37,912,429	$2,206,675
2023	$2,645,982	$2,264,189	$33,645,750	$381,793
2022	$2,715,110	$2,332,798	$30,139,633	$382,312
2021	$3,604,772	$2,024,043	$31,834,986	$1,580,729
2020	$2,572,775	$2,051,694	$28,518,305	$521,081
2019	$2,282,751	$1,635,640	$25,536,563	$647,111
2018	$4,184,124	$1,710,414	$22,310,708	$2,473,710

COMMUNITY FOUNDATION OF BOONE COUNTY INC