COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC

EIN: 351847297 501(c)(3) Philanthropy & Grantmaking

MADISON, IN

Total Revenue
$5,493,393
Total Expenses
$1,959,497
Total Assets
$44,631,568
Net Assets
$41,786,890
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
IN
Principal Officer
WILLIAM E BARNES JR
Phone
8122653327
Tax Period
2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.5M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 64% operating margin.

Mission

THE MISSION OF THE COMMUNITY FOUNDATION OF MADISON & JEFFERSON COUNTY IS TO BUILD A STRONG, VIBRANT COMMUNITY BY HELPING DONORS PROVIDE PERPETUAL FUNDING FOR THE PEOPLE, PROJECTS, AND PASSIONS OF JEFFERSON COUNTY.

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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 $2,745,801
Program Service Revenue $21,659
Investment Income $2,725,933
Other Revenue $0
TOTAL REVENUE $5,493,393

Expense Breakdown

Grants Paid $1,267,229
Salaries & Benefits $344,929
Fundraising Expenses $163,040
Program Expenses $1,600,288
Other Expenses $347,339
TOTAL EXPENSES $1,959,497

Year-over-Year Comparison

2024 2023 Change
Revenue $5,493,393 $3,704,692 +0.5%
Expenses $1,959,497 $1,778,689 +0.1%
Net Income $3,533,896 $1,926,003 +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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
4
Volunteers
40

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
5
$155,615
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL BUTLER BOARD MEMBER 1.00
Director
$0 $0 $0
FERNANDO RUBIO BOARD MEMBER 1.00
Director
$0 $0 $0
JD WEBSTER BOARD MEMBER 1.00
Director
$0 $0 $0
NANCY TOTTEN BOARD MEMBER 1.00
Director
$0 $0 $0
SANDY SAILER BOARD MEMBER 1.00
Director
$0 $0 $0
TANNER MAHONEY BOARD MEMBER 1.00
Director
$0 $0 $0
BETH LICHLYTER CHAIR 2.00
Officer Director
$0 $0 $0
JENNY DARNOLD VICE-CHAIR 2.00
Officer Director
$0 $0 $0
PHIL MCKAY TREASURER 2.00
Officer Director
$0 $0 $0
DEVON SHARPE SECRETARY 2.00
Officer Director
$0 $0 $0
WILLIAM E BARNES JR PRESIDENT & CEO 40.00
Officer
$137,184 $18,431 $155,615
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 $5,493,393 $1,959,497 $44,631,568 $3,533,896
2023 $3,704,692 $1,778,689 $40,554,645 $1,926,003
2022 $5,863,872 $1,710,083 $35,531,211 $4,153,789
2021 $3,997,734 $1,431,682 $36,074,633 $2,566,052
2020 $1,298,744 $1,455,099 $30,348,217 $-156,355
2019 $2,134,852 $1,341,712 $28,317,324 $793,140
2018 $3,156,481 $1,308,710 $23,784,443 $1,847,771
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