COMMUNITY FOUNDATION OF MORGAN COUNTY (EIN 351956929) - 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

1995

Legal Domicile

Principal Officer

CHRISTINE ARNOLD

Phone

7658130003

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF MORGAN COUNTY, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.3M in total revenue in fiscal year 2024. Revenue surged 208% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 57% operating margin.

Mission

COMMUNITY SERVICE AND PUBLIC CHARITY INCLUDING GRANTS AND SCHOLARSHIPS.

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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 $2,156,729

Program Service Revenue $282,265

Investment Income $907,735

Other Revenue $0

TOTAL REVENUE $3,346,729

Expense Breakdown

Grants Paid $479,751

Salaries & Benefits $296,267

Fundraising Expenses $82,877

Program Expenses $1,050,744

Other Expenses $671,843

TOTAL EXPENSES $1,447,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,346,729	$1,085,040	+2.1%
Expenses	$1,447,861	$1,216,633	+0.2%
Net Income	$1,898,868	$-131,593	-15.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE CARMICHAEL	PAST CHAIR	0.50	Officer Director	$0	$0	$0
HOLLY FRYE	DIRECTOR	0.50	Officer Director	$0	$0	$0
TANA LOBB	TREASURER	0.50	Officer Director	$0	$0	$0
RICH MYERS	DIRECTOR	0.50	Officer Director	$0	$0	$0
JASON MAXWELL	DIRECTOR	0.50	Officer Director	$0	$0	$0
JULIE FRED	CHAIR	0.50	Officer 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	$3,346,729	$1,447,861	$13,499,689	$1,898,868
2023	$1,085,040	$1,216,633	$11,170,606	$-131,593
2022	$1,220,402	$1,287,049	$10,386,986	$-66,647
2021	$1,729,662	$1,284,104	$12,204,312	$445,558
2020	$1,392,321	$1,300,351	$10,884,153	$91,970
2019	$1,802,679	$1,140,413	$10,064,869	$662,266
2018	$791,051	$1,050,634	$8,149,185	$-259,583

COMMUNITY FOUNDATION OF MORGAN COUNTY