The Forman Valley Community Foundation Inc (EIN 371365799) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

Dirk Heinhorst

Phone

3092415867

Tax Period

2025-01-01 to 2025-12-31

The Forman Valley Community Foundation Inc, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $155K in total revenue in fiscal year 2025. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 67% operating margin.

Mission

Management and administration of charitable funds and making distributions to nonprofit organizations and individuals through a volunteer self-perpetuating Board of Directors.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $26,500

Program Service Revenue $0

Investment Income $128,139

Other Revenue $0

TOTAL REVENUE $154,639

Expense Breakdown

Grants Paid $29,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,550

Other Expenses $21,094

TOTAL EXPENSES $50,644

Year-over-Year Comparison

	2025	2024	Change
Revenue	$154,639	$113,456	+0.4%
Expenses	$50,644	$114,766	-0.6%
Net Income	$103,995	$-1,310	-80.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dirk Heinhorst	President	10.00	Officer Director	$0	$0	$0
Mark Schleder	Treasurer	10.00	Officer Director	$0	$0	$0
Lee Gerrietts	Secretary	10.00	Officer Director	$0	$0	$0
Scott Warner	Director	10.00	Director	$0	$0	$0
Christine Dierker	Director	10.00	Director	$0	$0	$0
Denny Roese	Director	10.00	Director	$0	$0	$0
Dee Hohenshell	Director	10.00	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	$154,639	$50,644	$2,758,261	$103,995
2024	$113,456	$114,766	$2,480,505	$-1,310
2023	$102,535	$139,123	$2,342,079	$-36,588
2022	$66,236	$61,612	$2,145,895	$4,624
2021	$116,272	$136,665	$2,571,134	$-20,393
2020	$97,254	$33,840	$2,436,693	$63,414

The Forman Valley Community Foundation Inc