OWEN COUNTY COMMUNITY FOUNDATION

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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

1994

Legal Domicile

Principal Officer

JANET RUMMEL

Phone

8128291725

Tax Period

2024-01-01 to 2024-12-31

OWEN COUNTY COMMUNITY FOUNDATION, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.2M in total revenue in fiscal year 2024. Revenue surged 215% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.1M, a strong 60% operating margin.

Mission

THE OWEN COUNTY COMMUNITY FOUNDATION IS COMMITTED TO HELP MAKE OUR COMMUNITIES BECOME BETTER PLACES TO GROW, WORK, AND LIVE. THE FOUNDATION ALSO MATCHES DONORS WITH NEEDS IN OWEN COUNTY.

Program Service Accomplishments

Program 1

Expenses: $1,811,863 Revenue: $4,440

GRANTS AND SCHOLARSHIPS: ACHIEVEMENT OF THIS PROGRAM'S PURPOSE PROVIDES SUPPORT FOR ORGANIZATIONS PERFORMING CHARITABLE WORK IN OWEN COUNTY TO HELP MAKE OUR COMMUNITIES BECOME BETTER PLACES TO GROW, WORK AND LIVE AS WELL AS TO HELP THESE GROUPS REMAIN RELEVANT OVER TIME AND RESPONSIVE TO CHANGING CIRCUMSTANCES. SCHOLARSHIP GRANTS TO INDIVIDUALS HELP STUDENTS PURSUE THEIR ACADEMIC GOALS AND HELP RAISE THE LEVEL OF EDUCATIONAL ATTAINMENT IN OWEN 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,206,152

Program Service Revenue $4,440

Investment Income $945,043

Other Revenue $-1,289

TOTAL REVENUE $5,154,346

Expense Breakdown

Grants Paid $1,688,511

Salaries & Benefits $239,954

Fundraising Expenses $157,050

Program Expenses $1,811,863

Other Expenses $155,924

TOTAL EXPENSES $2,084,389

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,154,346	$1,637,876	+2.1%
Expenses	$2,084,389	$997,237	+1.1%
Net Income	$3,069,957	$640,639	+3.8%

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

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

$105,023

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY FLEETWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL TUCKER	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIELLE CONNER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE ALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ED STAUBACH	BOARD MEMBER	1.00	Director	$0	$0	$0
GRANT MINNEMEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA BRINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE DEFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE SUDOL	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN ELKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMRA RANARD	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM WALLACE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
RONDA STOGSDILL	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
KAYE ERNEY	TREASURER	1.00	Officer Director	$0	$0	$0
AMBER MULLIN	SECRETARY	1.00	Officer Director	$0	$0	$0
JANET RUMMEL	PRESIDENT/CEO	40.00	Officer	$97,200	$7,823	$105,023

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	$5,154,346	$2,084,389	$16,093,084	$3,069,957
2023	$1,637,876	$997,237	$12,582,078	$640,639
2022	$921,751	$1,161,415	$10,308,031	$-239,664
2021	$2,854,735	$1,086,754	$12,161,364	$1,767,981
2020	$1,491,405	$889,936	$9,994,432	$601,469
2019	$1,844,042	$602,816	$8,852,206	$1,241,226
2018	$872,822	$452,393	$7,658,540	$420,429