COMMUNITY FOUNDATION OF MONROE COUNTY (EIN 382236628) - 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

1976

Legal Domicile

Principal Officer

VALERIE ORR

Phone

7342421976

Tax Period

2024-04-01 to 2025-03-31

COMMUNITY FOUNDATION OF MONROE COUNTY, founded in 1976, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $659K, a strong 23% operating margin.

Mission

WE INVEST ON A BETTER FUTURE FOR OUR COMMUNITY WHERE EVERYONE HAS AN OPPORTUNITY TO THRIVE

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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 $2,089,755

Program Service Revenue $0

Investment Income $494,697

Other Revenue $271,997

TOTAL REVENUE $2,856,449

Expense Breakdown

Grants Paid $1,475,683

Salaries & Benefits $243,208

Fundraising Expenses $58,871

Program Expenses $1,637,425

Other Expenses $478,420

TOTAL EXPENSES $2,197,311

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,856,449	$2,465,179	+0.2%
Expenses	$2,197,311	$1,054,972	+1.1%
Net Income	$659,138	$1,410,207	-0.5%

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

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

$54,578

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE ORR	EXECUTIVE DI	40.00	Officer	$54,578	$0	$54,578
BARRY BUSCHMANN	TRUSTEE	1.00	Director	$0	$0	$0
SR MARGARET GAFFNEY	TRUSTEE	1.00	Director	$0	$0	$0
EDDIE HARWOOD	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD KENNY	TRUSTEE	1.00	Director	$0	$0	$0
BARRY KINSEY	TRUSTEE	1.00	Director	$0	$0	$0
STACEY MCCOY	TRUSTEE	1.00	Director	$0	$0	$0
ERIC PEACOCK	TRUSTEE	1.00	Director	$0	$0	$0
DR CARL SCHULTZ	TRUSTEE	1.00	Director	$0	$0	$0
TODD SCHULTZ	TRUSTEE	1.00	Director	$0	$0	$0
CYNTHIA STUMP	TRUSTEE	1.00	Director	$0	$0	$0
DAVID UHL	TRUSTEE	1.00	Director	$0	$0	$0
MARIA ZAGORSKI	TRUSTEE	1.00	Director	$0	$0	$0
AMY ZANGARA	TRUSTEE	1.00	Director	$0	$0	$0
DEB DUSHANE	SECRETARY	2.00	Officer	$0	$0	$0
KEITH MASSERANT	PRESIDENT	3.00	Officer	$0	$0	$0
RYAN THOMPSON	TREASURER	2.00	Officer	$0	$0	$0
SUSAN VANISACKER	VICE PRESIDE	2.00	Officer	$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	$2,856,449	$2,197,311	$17,768,086	$659,138
2024	$2,465,179	$1,054,972	$16,158,559	$1,410,207
2023	$-259,235	$1,070,771	$13,941,620	$-1,330,006
2022	$4,539,547	$1,215,167	$14,742,947	$3,324,380
2021	$3,728,646	$800,756	$11,524,248	$2,927,890

COMMUNITY FOUNDATION OF MONROE COUNTY