YORK COMMUNITY FOUNDATION (EIN 363324526) - 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

1985

Legal Domicile

Principal Officer

KRISTINE RICHERT

Phone

4023625531

Tax Period

2024-10-01 to 2025-09-30

YORK COMMUNITY FOUNDATION, founded in 1985, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $454K, a strong 29% operating margin.

Mission

TO UTILIZE CHARITABLE FUNDS TO STRENGTHEN AND IMPROVE THE YORK COMMUNITY FOR ALL ITS CITIZENS

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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 $510,375

Program Service Revenue $0

Investment Income $1,013,975

Other Revenue $57,404

TOTAL REVENUE $1,581,754

Expense Breakdown

Grants Paid $1,002,861

Salaries & Benefits $18,681

Fundraising Expenses $0

Program Expenses $1,106,903

Other Expenses $105,766

TOTAL EXPENSES $1,127,308

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,581,754	$704,952	+1.2%
Expenses	$1,127,308	$756,205	+0.5%
Net Income	$454,446	$-51,253	-9.9%

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

$16,949

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTINE RICHERT	EXECUTIVE DI	20.00	Officer	$16,949	$0	$16,949
BRADLEY BARROWS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES CAMPBELL	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA ERWIN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN FILLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES W HARRIS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KRISTIE HOLOCH	PRESIDENT	1.00	Officer Director	$0	$0	$0
ZAC HOLOCH	BOARD MEMBER	1.00	Director	$0	$0	$0
APRIL MCDANIEL	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE NORTH	BOARD MEMBER	1.00	Director	$0	$0	$0
KENT RAUERT	BOARD MEMBER	1.00	Director	$0	$0	$0
SALLY RUBEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB SCHARDT	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM ULRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNE VANOUS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK WAY	BOARD MEMBER	1.00	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	$1,581,754	$1,127,308	$7,245,440	$454,446
2024	$704,952	$756,205	$6,795,971	$-51,253
2023	$588,405	$675,545	$6,847,206	$-87,140
2022	$821,526	$889,052	$6,934,328	$-67,526
2021	$1,265,052	$1,121,768	$7,029,955	$143,284
2020	$465,208	$457,802	$6,886,775	$7,406
2019	$679,780	$486,486	$6,879,349	$193,294
2018	$1,064,158	$657,742	$6,686,036	$406,416

YORK COMMUNITY FOUNDATION