COMMUNITY FOUNDATION ALLIANCE INC (EIN 351830262) - 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

JILL CARPENTER

Phone

8124291191

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY FOUNDATION ALLIANCE INC, founded in 1991, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $23.1M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.6M, a strong 46% operating margin.

Mission

THE COMMUNITY FOUNDATION ALLIANCE INC IS A CHARITABLE RESOURCE DEVOTED TO ITS LOCAL COMMUNITIES. THE ORGANIZATION HELPS PEOPLE MAKE MEANINGFUL GIFTS THAT IMPROVE LIFE IN DAVIESS, GIBSON, KNOX, PERRY, PIKE, POSEY, SPENCER, VANDERBAUGH, AND WARRICK COUNTIES TODAY AND FOR GENERATIONS TO COME.

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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 $15,998,084

Program Service Revenue $27,000

Investment Income $7,026,686

Other Revenue $0

TOTAL REVENUE $23,051,770

Expense Breakdown

Grants Paid $9,547,129

Salaries & Benefits $1,745,981

Fundraising Expenses $693,917

Program Expenses $10,947,038

Other Expenses $1,111,524

TOTAL EXPENSES $12,404,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,051,770	$18,758,729	+0.2%
Expenses	$12,404,634	$9,705,538	+0.3%
Net Income	$10,647,136	$9,053,191	+0.2%

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

250

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

$474,076

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALYSSA RICKER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HERTEL	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG KIRK	DIRECTOR	1.00	Director	$0	$0	$0
ED HAGEDORN	DIRECTOR	1.00	Director	$0	$0	$0
HANS SCHMITZ	DIRECTOR	1.00	Director	$0	$0	$0
JASON BARISANO	DIRECTOR	1.00	Director	$0	$0	$0
JODY GILES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DUDENHOEFFER	DIRECTOR	1.00	Director	$0	$0	$0
JON CRAIG	DIRECTOR	1.00	Director	$0	$0	$0
KARI FLUEGEL	DIRECTOR	1.00	Director	$0	$0	$0
KIM SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE MUSTARD	DIRECTOR	1.00	Director	$0	$0	$0
MARK WATERMAN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE POWERS	DIRECTOR	1.00	Director	$0	$0	$0
PATSY ALVEY	DIRECTOR	1.00	Director	$0	$0	$0
SARAH BELMORE	DIRECTOR	1.00	Director	$0	$0	$0
TIM HUBER	DIRECTOR	1.00	Director	$0	$0	$0
LAURA BYERS	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
ERIC REED	CHAIR	1.00	Officer Director	$0	$0	$0
PATRICK GRIFFIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LORI NEWMAN	TREASURER	1.00	Officer Director	$0	$0	$0
JILL CARPENTER	CEO/SECRETARY	40.00	Officer	$195,921	$17,558	$213,479
TIMOTHY JONES	CFO	40.00	Officer	$140,004	$4,200	$144,204
MELINDA WALDROUP	CHIEF PROGRAM OFFICER	40.00	Officer	$101,890	$14,503	$116,393

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	$23,051,770	$12,404,634	$167,856,552	$10,647,136
2024	$18,758,729	$9,705,538	$148,989,659	$9,053,191
2023	$8,300,233	$6,910,542	$126,234,492	$1,389,691
2022	$8,724,196	$7,232,022	$117,500,760	$1,492,174
2021	$12,576,876	$5,262,892	$137,063,019	$7,313,984
2020	$15,366,377	$5,672,076	$108,333,507	$9,694,301
2019	$7,309,146	$5,000,085	$101,152,574	$2,309,061
2018	$5,857,090	$5,067,153	$90,658,204	$789,937

COMMUNITY FOUNDATION ALLIANCE INC