JOHN AND KAY BOCH FUND INC (EIN 351994040) - 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

LOUISE RAY

Phone

2607243939

Tax Period

2023-01-01 to 2023-12-31

JOHN AND KAY BOCH FUND INC, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $164K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $217K exceeded revenue, resulting in a 32% operating deficit.

Mission

PROVIDE GRANTS TO THE ADAMS COUNTY COMMUNITY FOUNDATION USED TO BENEFIT THE CITIZENS OF ADAMS COUNTY, INDIANA.

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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 $0

Program Service Revenue $0

Investment Income $164,412

Other Revenue $0

TOTAL REVENUE $164,412

Expense Breakdown

Grants Paid $187,840

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,056

Other Expenses $29,216

TOTAL EXPENSES $217,056

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,412	$173,740	-0.1%
Expenses	$217,056	$217,676	0.0%
Net Income	$-52,644	$-43,936	+0.2%

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

N/A

Employees

N/A

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
LOUISE RAY	PRESIDENT	5.00	Officer Director	$0	$0	$0
CATHY STUCKY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CONI MAYER	DIRECTOR	5.00	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	No data	No data	No data	No data
2023	$164,412	$217,056	$4,577,920	$-52,644
2022	$173,740	$217,676	$4,286,470	$-43,936
2021	$462,482	$217,885	$5,093,990	$244,597
2020	$36,193	$205,997	$4,695,912	$-169,804

JOHN AND KAY BOCH FUND INC