WEST POINT COMMUNITY FOUNDATION (EIN 363819725) - 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

Principal Officer

MIKE BAILEY

Phone

4023725172

Tax Period

2024-01-01 to 2024-12-31

WEST POINT COMMUNITY FOUNDATION, founded in 1991, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $97K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $33K, a strong 34% operating margin.

Mission

THE FOUNDATION PROVIDES SUPPORT FOR ACTIVITIES IN THE GREATER WEST POINT NE AREA

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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 $2,602

Program Service Revenue $0

Investment Income $89,751

Other Revenue $5,000

TOTAL REVENUE $97,353

Expense Breakdown

Grants Paid $61,273

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,938

Other Expenses $2,661

TOTAL EXPENSES $63,934

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,353	$87,615	+0.1%
Expenses	$63,934	$105,379	-0.4%
Net Income	$33,419	$-17,764	-2.9%

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

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
MIKE BAILEY	V PRES	2.00	Officer Director	$0	$0	$0
KARI HAASE	PRES	2.00	Officer Director	$0	$0	$0
CHRISTY STEFFEN	SECRETARY	2.00	Officer Director	$0	$0	$0
CLEO TOELLE	TREAS	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
2024	$97,353	$63,934	$1,700,034	$33,419
2023	$87,615	$105,379	$1,666,615	$-17,764
2022	$224,976	$281,593	$1,684,380	$-56,617
2021	$558,867	$494,292	$1,740,225	$64,575
2020	$136,552	$277,138	$1,675,650	$-140,586
2019	$374,913	$1,263,462	No data	$-888,549
2018	$1,903,863	$2,217,451	$2,689,508	$-313,588
2018	$1,903,864	$2,217,451	$2,689,508	$-313,587

WEST POINT COMMUNITY FOUNDATION