COMMUNITYGIVING (EIN 363412544) - 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

STEVEN JOUL

Phone

3202534380

Tax Period

2024-07-01 to 2025-06-30

COMMUNITYGIVING, founded in 1985, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $46.2M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23.1M, a strong 50% operating margin.

Mission

TO ENGAGE PEOPLE, CONNECT RESOURCES, AND BUILD COMMUNITY.

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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 $37,901,626

Program Service Revenue $0

Investment Income $8,035,748

Other Revenue $264,320

TOTAL REVENUE $46,201,694

Expense Breakdown

Grants Paid $18,661,385

Salaries & Benefits $3,164,045

Fundraising Expenses $1,091,587

Program Expenses $20,320,666

Other Expenses $1,234,581

TOTAL EXPENSES $23,060,011

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,201,694	$30,311,653	+0.5%
Expenses	$23,060,011	$22,465,219	+0.0%
Net Income	$23,141,683	$7,846,434	+1.9%

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

652

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

$274,160

Total Directors

$274,160

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN JOUL	PRESIDENT	40.00	Officer Director	$251,717	$22,443	$274,160
STEVE PETERSON	CHAIR	1.00	Officer Director	$0	$0	$0
LAURA HELMER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DR KATHLEEN ALLEN	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES RINGWALD	TREASURER	1.00	Officer Director	$0	$0	$0
JANET GRONES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HERGES	DIRECTOR	1.00	Director	$0	$0	$0
KEITH HUMPHREY	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK ALBRECHT	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LARAWAY	DIRECTOR	1.00	Director	$0	$0	$0
TIM TORGERSON	DIRECTOR	1.00	Director	$0	$0	$0
JIM ROELOFS	DIRECTOR	1.00	Director	$0	$0	$0
TOHOW SIYAD	DIRECTOR	1.00	Director	$0	$0	$0
KEN WARNER	DIRECTOR	1.00	Director	$0	$0	$0
JACK DRISCOLL	DIRECTOR	1.00	Director	$0	$0	$0
GREG GILNESS	DIRECTOR	1.00	Director	$0	$0	$0
DONNA STACKEN	DIRECTOR	1.00	Director	$0	$0	$0
ERIN BITZAN	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH STANTON	DIRECTOR	1.00	Director	$0	$0	$0
SHERIFF AHMED	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE NELSON	DIRECTOR	1.00	Director	$0	$0	$0
SARA CARLSON	WACF EXECUTIVE DIRECTOR	40.00	Highest	$126,895	$33,232	$160,127
ELISE WIENER	CHIEF FINANCIAL OFFICER	40.00	Highest	$157,496	$13,268	$170,764
GRETA STARK-KRAKER	CMCF EXECUTIVE DIRECTOR	40.00	Highest	$141,554	$12,910	$154,464
DOMINIC PAPATOLA	CHIEF IMPACT OFFICER	40.00	Highest	$147,309	$27,786	$175,095
CARY POGATCHNIK	ASSISTANT CONTROLLER	40.00	Highest	$101,437	$18,146	$119,583

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	$46,201,694	$23,060,011	$282,584,648	$23,141,683
2024	$30,311,653	$22,465,219	$237,880,375	$7,846,434
2023	$19,883,794	$20,819,148	$208,628,197	$-935,354
2022	$46,523,540	$19,642,545	$193,103,222	$26,880,995
2021	$30,333,368	$17,744,900	$199,026,027	$12,588,468
2020	$17,181,618	$19,072,242	$151,351,396	$-1,890,624
2019	$20,937,156	$16,024,342	$148,370,529	$4,912,814

COMMUNITYGIVING