COMMUNITY FOUNDATION OF GREATER ROCHESTER (EIN 382476777) - 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

1983

Legal Domicile

Principal Officer

JOHANNA H ALLEN

Phone

2486082804

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF GREATER ROCHESTER, founded in 1983, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 41% operating margin.

Mission

THE ORGANIZATION ENHANCES THE QUALITY OF LIFE FOR PEOPLE WHO LIVE, WORK AND PLAY IN THE GREATER ROCHESTER AREA BY BUILDING A PERMANENT ENDOWMENT THROUGH PHILANTHROPY.

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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 $2,002,585

Program Service Revenue $0

Investment Income $1,455,644

Other Revenue $-4,170

TOTAL REVENUE $3,454,059

Expense Breakdown

Grants Paid $541,577

Salaries & Benefits $160,068

Fundraising Expenses $42,308

Program Expenses $1,822,474

Other Expenses $1,327,099

TOTAL EXPENSES $2,028,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,454,059	$2,410,617	+0.4%
Expenses	$2,028,744	$2,062,152	0.0%
Net Income	$1,425,315	$348,465	+3.1%

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

100

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

$96,223

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHANNA H ALLEN	PRESIDENT	45.00	Officer	$83,750	$12,473	$96,223
SUSAN BOWYER	TRUSTEE	2.00	Director	$0	$0	$0
PAT CATLIN	TRUSTEE	2.00	Director	$0	$0	$0
VERN PIXLEY	TRUSTEE	2.00	Director	$0	$0	$0
RYAN PRICE	TRUSTEE	2.00	Director	$0	$0	$0
CHAD RINKE	TRUSTEE	2.00	Director	$0	$0	$0
ANITA SAINI	TRUSTEE	2.00	Director	$0	$0	$0
NANCY SALVIA	CHAIR	2.00	Officer Director	$0	$0	$0
ANGIE SCHMUCKER	TRUSTEE	2.00	Director	$0	$0	$0
RUSS SHELTON	TRUSTEE	2.00	Director	$0	$0	$0
BETH TALBERT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SUSAN TISDEL	SEC/TRS	2.00	Officer Director	$0	$0	$0
MARIA WILLETT	TRUSTEE	2.00	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	$3,454,059	$2,028,744	$15,821,151	$1,425,315
2023	$2,410,617	$2,062,152	$14,369,133	$348,465
2022	$3,452,995	$1,981,490	$13,623,202	$1,471,505
2021	$3,631,776	$2,684,574	$14,036,326	$947,202
2020	$2,535,587	$2,226,603	$13,327,162	$308,984
2019	$2,948,264	$2,573,956	$12,673,810	$374,308
2018	$4,490,508	$2,021,375	$11,506,905	$2,469,133

COMMUNITY FOUNDATION OF GREATER ROCHESTER