WABASH VALLEY COMMUNITY FOUNDATION INC (EIN 351848649) - 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

BETH TEVLIN

Phone

8122322234

Tax Period

2024-10-01 to 2025-09-30

WABASH VALLEY COMMUNITY FOUNDATION INC, founded in 1991, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $16.3M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $10.0M, a strong 61% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO ENGAGE PEOPLE, BUILD RESOURCES, AND ENRICH LIVES, AND ITS VISION IS FOR A HEALTHY, EDUCATED AND THRIVING COMMUNITY.

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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 $10,218,950

Program Service Revenue $13,344

Investment Income $6,057,310

Other Revenue $0

TOTAL REVENUE $16,289,604

Expense Breakdown

Grants Paid $4,559,781

Salaries & Benefits $980,296

Fundraising Expenses $324,424

Program Expenses $5,477,549

Other Expenses $779,552

TOTAL EXPENSES $6,319,629

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,289,604	$18,274,411	-0.1%
Expenses	$6,319,629	$6,173,765	+0.0%
Net Income	$9,969,975	$12,100,646	-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

169

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

$220,494

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON WARNER	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON ORWIG	DIRECTOR	1.00	Director	$0	$0	$0
BRENNAN RANDOLPH	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN DOUGHERTY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN ROSS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER HIMSEL	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FRIEDRICH	DIRECTOR	1.00	Director	$0	$0	$0
DIANNA KNOX	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LINCOLN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN DYER	DIRECTOR	1.00	Director	$0	$0	$0
SANTHANA NAIDU	DIRECTOR	1.00	Director	$0	$0	$0
SARA CLARK	DIRECTOR	1.00	Director	$0	$0	$0
TRAVIS BEHEM	DIRECTOR	1.00	Director	$0	$0	$0
LEA ANNE CROOKS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JANELL CHATMAN	VICE PRESIDENT - PART-YEAR	1.00	Officer Director	$0	$0	$0
SUMMER LONG	TREASURER	1.00	Officer Director	$0	$0	$0
CONRAD KOEHLER	SECRETARY	1.00	Officer Director	$0	$0	$0
BETH TEVLIN	PRESIDENT & CEO	40.00	Officer	$194,819	$25,675	$220,494
KELLI MILLER	PROGRAM DIRECTOR	40.00	Highest	$104,625	$9,263	$113,888

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	$16,289,604	$6,319,629	$128,476,436	$9,969,975
2024	$18,274,411	$6,173,765	$112,812,176	$12,100,646
2023	$7,778,986	$4,991,906	$87,950,837	$2,787,080
2022	$13,940,800	$4,035,041	$77,647,460	$9,905,759
2021	$9,301,427	$3,383,774	$86,959,180	$5,917,653
2020	$5,469,449	$3,404,668	$63,408,903	$2,064,781
2019	$9,079,603	$2,829,162	$62,705,661	$6,250,441
2018	$4,426,945	$3,005,412	$58,000,760	$1,421,533

WABASH VALLEY COMMUNITY FOUNDATION INC