COLUMBUS CAPITAL FOUNDATION INC (EIN 351852658) - 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

1992

Legal Domicile

Principal Officer

TRACY SOUZA

Phone

8123767772

Tax Period

2023-01-01 to 2023-12-31

COLUMBUS CAPITAL FOUNDATION INC, founded in 1992, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $658K, a strong 56% operating margin.

Mission

THE ORGANIZATION WAS ESTABLISHED TO SUPPORT THE HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY, INC., THE CITY OF COLUMBUS AND BARTHOLOMEW COUNTY IN INDIANA BY PRESERVING AND MAINTAINING LAND AND BUILDINGS OF HISTORIC OR ARCHITECTURAL SIGNFICANCE TO THE 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 (2023)

Revenue Breakdown

Contributions & Grants $711,509

Program Service Revenue $2,912

Investment Income $26,546

Other Revenue $433,141

TOTAL REVENUE $1,174,108

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $475,768

Other Expenses $516,411

TOTAL EXPENSES $516,411

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,174,108	$2,149,365	-0.5%
Expenses	$516,411	$334,833	+0.5%
Net Income	$657,697	$1,814,532	-0.6%

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

N/A

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

$204,037

Total Directors

$204,037

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL LIENHOOP	DIRECTOR	2.00	Director	$0	$0	$0
HUTCH SCHUMAKER	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
MICKEY KIM	DIRECTOR	2.00	Director	$0	$0	$0
TRACY SOUZA	SECRETARY	2.00	Officer Director	$0	$11,637	$204,037
BRIAN RUSSELL	DIRECTOR	2.00	Director	$0	$0	$0
JOHN BURNETT	DIRECTOR	2.00	Director	$0	$0	$0
JIM LIENHOOP	DIRECTOR	2.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$1,174,108	$516,411	$3,384,045	$657,697
2022	$2,149,365	$334,833	$2,679,411	$1,814,532
2021	$1,695,246	$88,702	$888,502	$1,606,544
2020	$202,568	$2,091	$324,595	$200,477
2019	$251,396	$80,400	$352,327	$170,996
2018	$224,742	$41,977	$395,302	$182,765

COLUMBUS CAPITAL FOUNDATION INC