HARRISON COUNTY COMMUNITY FOUNDATION INC (EIN 351986569) - 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

1996

Legal Domicile

Principal Officer

JULIE MOORMAN

Phone

8127386668

Tax Period

2024-01-01 to 2024-12-31

HARRISON COUNTY COMMUNITY FOUNDATION INC, founded in 1996, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.6M in total revenue in fiscal year 2024. Revenue surged 162% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.2M, a strong 68% operating margin.

Mission

OUR MISSION IS TO INSPIRE AND ASSIST EVERYONE TO EXPERIENCE PHILANTHROPY, PRODUCING POSITIVE AND SUSTAINABLE GROWTH IN HARRISON COUNTY. OUR VISION IS TO GROW HARRISON COUNTY INTO THE BEST COMMUNITY TO LIVE, WORK AND RAISE A FAMILY. WE VALUE GENEROSITY, INTEGRITY, SUSTAINABILITY, STEWARDSHIP, INNOVATION, COLLABORATION, INCLUSION, AND EXCELLENCE.

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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 $6,516,450

Program Service Revenue $1,384,764

Investment Income $2,675,745

Other Revenue $0

TOTAL REVENUE $10,576,959

Expense Breakdown

Grants Paid $1,962,977

Salaries & Benefits $911,680

Fundraising Expenses $329,405

Program Expenses $2,465,680

Other Expenses $461,069

TOTAL EXPENSES $3,335,726

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,576,959	$4,044,067	+1.6%
Expenses	$3,335,726	$2,669,609	+0.2%
Net Income	$7,241,233	$1,374,458	+4.3%

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

$332,850

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNISSA REAS	DIRECTOR	0.75	Director	$0	$0	$0
CARRIE SPENCER	DIRECTOR	0.75	Director	$0	$0	$0
CHERYL FISHER	DIRECTOR	0.75	Director	$0	$0	$0
EMILY SCHNEIDER	DIRECTOR	0.75	Director	$0	$0	$0
GRANT GALLANDER	DIRECTOR	0.75	Director	$0	$0	$0
JEFF THOMAS	DIRECTOR	0.75	Director	$0	$0	$0
JIM KOERBER	DIRECTOR	0.75	Director	$0	$0	$0
KELLEY CHURCHILL	DIRECTOR	0.75	Director	$0	$0	$0
KELLY MATLOCK	DIRECTOR	0.75	Director	$0	$0	$0
LAURIE DUNAWAY	DIRECTOR	0.75	Director	$0	$0	$0
LISA STEELE	DIRECTOR	0.75	Director	$0	$0	$0
RYAN HANGER	DIRECTOR	0.75	Director	$0	$0	$0
TAYLOR JOHNSON	CHAIR	0.75	Officer Director	$0	$0	$0
MATT ROTHROCK	VICE CHAIR	0.75	Officer Director	$0	$0	$0
CARRIE JOHNSON	SECRETARY/TREASURER - PART YEAR	0.75	Officer Director	$0	$0	$0
JEFF SHIREMAN	PAST CHAIR - PART YEAR	0.75	Officer Director	$0	$0	$0
JULIE MOORMAN	CEO	40.00	Officer	$157,448	$19,272	$176,720
DERRICK GRIGSBY	CFO	40.00	Officer	$139,644	$16,486	$156,130

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	$10,576,959	$3,335,726	$49,010,725	$7,241,233
2023	$4,044,067	$2,669,609	$40,691,278	$1,374,458
2022	$3,733,929	$2,245,783	$35,653,546	$1,488,146
2021	$5,242,460	$1,901,503	$40,794,959	$3,340,957
2020	$5,025,345	$1,664,061	$33,260,512	$3,361,284
2019	$4,038,461	$2,030,124	$27,927,487	$2,008,337
2018	$3,949,293	$1,821,088	$23,911,382	$2,128,205

HARRISON COUNTY COMMUNITY FOUNDATION INC