THE FRANKENMUTH COMMUNITY FOUNDATION INC (EIN 382140032) - 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

1978

Legal Domicile

Principal Officer

JONATHAN WEBB

Phone

9896523476

Tax Period

2023-01-01 to 2023-12-31

THE FRANKENMUTH COMMUNITY FOUNDATION INC, founded in 1978, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $699K, a strong 40% operating margin.

Mission

TO HONOR THE PAST, FOCUS ON THE PRESENT, AND PLAN FOR THE FUTURE BY WAY OF BEING AN EFFECTIVE AND RELIABLE VEHICLE FOR PLANNED-GIVING PHILANTHROPIC EFFORTS IN FRANKENMUTH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,410,042

Program Service Revenue $0

Investment Income $359,454

Other Revenue $-27,066

TOTAL REVENUE $1,742,430

Expense Breakdown

Grants Paid $775,293

Salaries & Benefits $0

Fundraising Expenses $86,708

Program Expenses $824,579

Other Expenses $268,437

TOTAL EXPENSES $1,043,730

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,742,430	$2,797,287	-0.4%
Expenses	$1,043,730	$1,205,283	-0.1%
Net Income	$698,700	$1,592,004	-0.6%

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

$39,771

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED FOLTZ	CHAIR	1.00	Director	$0	$0	$0
DAVE PEDLETON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES BICKEL	TREASURER	1.00	Officer Director	$0	$0	$0
DARCY NICKLESS-BARRY	SECRETARY	1.00	Officer Director	$0	$0	$0
JARED LIST	MEMBER	1.00	Director	$0	$0	$0
TOM ZUELLIG	MEMBER	1.00	Director	$0	$0	$0
BETHANY BURNETT	MEMBER	1.00	Director	$0	$0	$0
BRANDON MULLER	MEMBER	1.00	Director	$0	$0	$0
SUSAN PIESKO	MEMBER	1.00	Director	$0	$0	$0
JONATHON WEBB	EXECUTIVE DIRECTOR	40.00	Officer	$39,771	$0	$39,771

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	No data	No data	No data	No data
2023	$1,742,430	$1,043,730	$18,411,997	$698,700
2022	$2,797,287	$1,205,283	$15,914,993	$1,592,004
2021	$2,219,053	$1,126,772	$17,049,439	$1,092,281
2020	$1,432,468	$1,285,338	$14,605,708	$147,130
2020	$1,344,948	$1,240,760	$14,613,858	$104,188
2019	$3,350,746	$1,178,884	$12,974,414	$2,171,862
2018	$2,686,680	$4,526,508	$10,852,466	$-1,839,828

THE FRANKENMUTH COMMUNITY FOUNDATION INC