REGION V FOUNDATION (EIN 363775303) - 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

1991

Legal Domicile

Principal Officer

MATT KASIK

Phone

4024716400

Tax Period

2024-07-01 to 2025-06-30

REGION V FOUNDATION, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.2M in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 63% operating margin.

Mission

THE GOAL OF THE REGION V FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES. WE HELP PROVIDE RESOURCES FOR SAFE AND RELIABLE DAY SERVICES, HOUSING, AND JOB COACHING THAT MAY NOT BE AVAILABLE THROUGH USUAL FUNDING METHODS.

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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 $1,789,488

Program Service Revenue $1,180,662

Investment Income $212,853

Other Revenue $24,753

TOTAL REVENUE $3,207,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,185

Fundraising Expenses $0

Program Expenses $1,199,643

Other Expenses $1,118,458

TOTAL EXPENSES $1,199,643

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,207,756	$1,864,549	+0.7%
Expenses	$1,199,643	$1,124,488	+0.1%
Net Income	$2,008,113	$740,061	+1.7%

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

N/A

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

$311,312

Total Directors

$311,312

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT KASIK	CEO	4.00	Officer Director	$0	$25,835	$196,415
MELODY YOUNG	MEMBER	1.00	Director	$0	$0	$0
DARNELL UTLEY	MEMBER	1.00	Director	$0	$0	$0
MARSHA ARTZ	MEMBER	1.00	Director	$0	$0	$0
LORI BROADY	MEMBER	1.00	Director	$0	$0	$0
BONNIE KRUSE	MEMBER	1.00	Director	$0	$0	$0
DARLA SPRINGER	MEMBER	1.00	Director	$0	$0	$0
ERICA THIEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
VICTORIA PERRY	SECRETARY	4.00	Officer Director	$0	$17,071	$114,897
AMILA TANOVIC-MUSLIC	TREASURER	4.00	Officer Director	$0	$0	$0
ADAM CONLEY	VICE PRESIDENT	1.00	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	$3,207,756	$1,199,643	$9,276,595	$2,008,113
2024	$1,864,549	$1,124,488	$7,264,262	$740,061
2023	$1,800,729	$820,739	$6,553,389	$979,990
2022	$871,347	$792,368	$5,620,381	$78,979
2021	$762,315	$500,798	$5,461,966	$261,517

REGION V FOUNDATION