GENEVA COMMUNITY CHEST (EIN 363203298) - 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

1970

Legal Domicile

Principal Officer

KRISTIE DIENST

Phone

6304171859

Tax Period

2024-09-01 to 2025-08-31

GENEVA COMMUNITY CHEST, founded in 1970, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $266K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $53K, a strong 20% operating margin.

Mission

FUND RAISING FOR OTHER CHARITABLE ORGANIZATIONS

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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 $161,588

Program Service Revenue $0

Investment Income $3,507

Other Revenue $100,669

TOTAL REVENUE $265,764

Expense Breakdown

Grants Paid $193,573

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $207,768

Other Expenses $19,614

TOTAL EXPENSES $213,187

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,764	$240,115	+0.1%
Expenses	$213,187	$256,305	-0.2%
Net Income	$52,577	$-16,190	-4.2%

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

N/A

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
KRISTIE DIENST	PRESIDENT	10.00	Officer Director	$0	$0	$0
LORI KOHORST	TREASURER	6.00	Officer Director	$0	$0	$0
GREG LOWER	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
MAUREEN RADECKI	RECORDING SE	2.00	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
2025	$265,764	$213,187	$272,802	$52,577
2024	$240,115	$256,305	$215,076	$-16,190
2023	$289,815	$266,816	$227,176	$22,999
2022	$289,498	$250,792	$200,857	$38,706
2021	$217,320	$231,472	$159,206	$-14,152
2020	$159,026	$180,726	$173,358	$-21,700
2019	$226,355	$225,298	$205,728	$1,057
2018	$157,726	$110,305	$204,671	$47,421

GENEVA COMMUNITY CHEST