COMMUNITY FOUNDATION PARTNERSHIP INC (EIN 351889139) - 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

1993

Legal Domicile

Principal Officer

ESPERANZA FLORES

Phone

8122792215

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION PARTNERSHIP INC, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.7M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $780K, a strong 29% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE BY PROVIDING PHILANTHROPIC LEADERSHIP AND BUILDING PERMANENT ENDOWMENTS THAT ENABLE DONORS TO MAKE LASTING INVESTMENTS IN LAWRENCE AND MARTIN COUNTIES.

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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 $2,058,567

Program Service Revenue $14,393

Investment Income $648,058

Other Revenue $-11,969

TOTAL REVENUE $2,709,049

Expense Breakdown

Grants Paid $1,360,616

Salaries & Benefits $371,191

Fundraising Expenses $79,637

Program Expenses $1,542,467

Other Expenses $197,556

TOTAL EXPENSES $1,929,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,709,049	$3,170,654	-0.1%
Expenses	$1,929,363	$2,310,506	-0.2%
Net Income	$779,686	$860,148	-0.1%

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

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

$118,236

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL HIGHHOUSE	DIRECTOR	1.00	Director	$0	$0	$0
JO ANN ASH	EX-OFFICIO	1.00	Director	$0	$0	$0
KRISTI AUSBROOKS	DIRECTOR	1.00	Director	$0	$0	$0
PAULA RINGWALD	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRENT MAUDLIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SHEA HOOTEN	TREASURER	1.00	Officer Director	$0	$0	$0
GARRY SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
ESPERANZA FLORES	CEO	40.00	Officer	$114,641	$3,595	$118,236

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	$2,709,049	$1,929,363	$29,007,161	$779,686
2022	$3,170,654	$2,310,506	$26,878,351	$860,148
2021	$3,475,030	$2,624,399	$29,604,980	$850,631
2020	$3,362,473	$1,709,979	$25,657,818	$1,652,494
2019	$2,994,347	$1,380,905	$23,057,296	$1,613,442
2018	$6,756,276	$1,162,694	$19,807,250	$5,593,582

COMMUNITY FOUNDATION PARTNERSHIP INC