COMMUNITY FOUNDATION OF THE QUINCY AREA (EIN 371366611) - 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

PAT BENSON

Phone

2172221237

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF THE QUINCY AREA, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.3M in total revenue in fiscal year 2018. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 58% operating margin.

Mission

CONNECT PEOPLE WHO CARE WITH CAUSES THAT MATTER, SERVE DONORS WITH VARIED INTERESTS AND GIVING ABILITIES, ACT AS A RESOURCE AND CATALYST FOR CHARITABLE ACTIVITIES, DEVELOP ENDOWMENT CAPABILITIES AND RESPOND TO CHANGING COMMUNITY NEEDS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $5,781,357

Program Service Revenue $0

Investment Income $7,327,619

Other Revenue $64,156

TOTAL REVENUE $13,173,132

Expense Breakdown

Grants Paid $10,351,313

Salaries & Benefits $444,809

Fundraising Expenses $228,218

Program Expenses $10,783,506

Other Expenses $602,306

TOTAL EXPENSES $11,398,428

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,173,132	$6,914,949	+0.9%
Expenses	$11,398,428	$7,400,805	+0.5%
Net Income	$1,774,704	$-485,856	-4.7%

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

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

$197,796

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT BENSON	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
COREY MOON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KAMRYN SCHREPFER	TREASURER	3.00	Officer Director	$0	$0	$0
WILLIAM DURALL	SECRETARY	2.00	Officer Director	$0	$0	$0
CATHERINE B MECKES	CEO	40.00	Officer	$109,073	$3,272	$112,345
JONATHAN O'NEAL	CFO	40.00	Officer	$82,962	$2,489	$85,451
AMY LEHENBAUER	DIRECTOR	1.00	Director	$0	$0	$0
CHELSEA FELLINGER	DIRECTOR	1.00	Director	$0	$0	$0
AMY GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HETZLER	DIRECTOR	1.00	Director	$0	$0	$0
CLAYTON LAMKIN	DIRECTOR	1.00	Director	$0	$0	$0
BRAD KELLER	DIRECTOR	1.00	Director	$0	$0	$0
JULIE SHEPARD	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN SPEAR	DIRECTOR	1.00	Director	$0	$0	$0
ALLIE BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH GOETZ	DIRECTOR	1.00	Director	$0	$0	$0
LYDIA MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JOE OTT	DIRECTOR	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
2024	$13,173,132	$11,398,428	$65,019,064	$1,774,704
2023	$6,914,949	$7,400,805	$62,944,836	$-485,856
2022	$3,288,821	$2,969,772	$58,057,640	$319,049
2021	$8,613,303	$2,489,505	$56,710,204	$6,123,798
2020	$2,673,513	$2,766,988	$45,384,221	$-93,475
2019	$1,218,149	$2,354,779	$45,040,801	$-1,136,630
2018	$4,332,973	$1,822,740	$37,760,000	$2,510,233

COMMUNITY FOUNDATION OF THE QUINCY AREA