COMMUNITY FOUNDATION OF MARQUETTE COUNTY (EIN 382826563) - 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

1988

Legal Domicile

Principal Officer

THOMAS BLAKE

Phone

9062267666

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF MARQUETTE COUNTY, founded in 1988, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.9M in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. Expenses of $3.5M left a modest 9% surplus.

Mission

MISSION: TO ENRICH THE LIVES OF ALL PEOPLE IN MARQUETTE COUNTY, BY: CONNECTING DONORS WITH COMMUNITY NEEDS, BUILDING PERMANENT FUNDS FOR CHARITABLE GIVING, DISTRIBUTING SCHOLARSHIPS AND GRANTS, AND LEADING AND COLLABORATING TO ADDRESS COMMUNITY OPPORTUNITIES.

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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 $2,479,591

Program Service Revenue $20,000

Investment Income $1,362,902

Other Revenue $48,323

TOTAL REVENUE $3,910,816

Expense Breakdown

Grants Paid $3,045,536

Salaries & Benefits $295,690

Fundraising Expenses $98,503

Program Expenses $3,252,735

Other Expenses $208,118

TOTAL EXPENSES $3,549,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,910,816	$2,330,416	+0.7%
Expenses	$3,549,344	$1,778,921	+1.0%
Net Income	$361,472	$551,495	-0.3%

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

$88,057

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS BLAKE	CHAIR	1.00	Officer Director	$0	$0	$0
JUDY VONCK	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
MAURA DAVENPORT	SECRETARY	1.00	Officer Director	$0	$0	$0
GAIL ANTHONY	TRUSTEE	1.00	Director	$0	$0	$0
PATRICIA DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
SHANNON EDMARK	TRUSTEE	1.00	Director	$0	$0	$0
MARCIA GONSTEAD	TRUSTEE	1.00	Director	$0	$0	$0
LISA JAHNKE	TRUSTEE	1.00	Director	$0	$0	$0
ALEXANDER KOFSKY	TRUSTEE	1.00	Director	$0	$0	$0
LOWELL LARSON	TRUSTEE	1.00	Director	$0	$0	$0
DON MOURAND	TRUSTEE	1.00	Director	$0	$0	$0
KYLE AHO	TRUSTEE	1.00	Director	$0	$0	$0
MARK CANALE	TRUSTEE	1.00	Director	$0	$0	$0
VICTORIA LEONHARDT	TRUSTEE	1.00	Director	$0	$0	$0
JACK LENTEN	TRUSTEE	1.00	Director	$0	$0	$0
ANDY HERRO	TRUSTEE	1.00	Director	$0	$0	$0
EMILY LEACH	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT ESLINGER	TREASURER	1.00	Officer Director	$0	$0	$0
ZOSIA EPPENSTEINER	CEO	40.00	Officer	$85,568	$2,489	$88,057

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	$3,910,816	$3,549,344	$26,822,641	$361,472
2023	$2,330,416	$1,778,921	$24,988,668	$551,495
2022	$2,994,805	$1,680,580	$22,525,710	$1,314,225
2021	$3,321,690	$1,356,886	$24,983,976	$1,964,804
2020	$1,879,856	$1,297,398	$21,749,043	$582,458
2019	$2,871,936	$1,494,288	$19,277,755	$1,377,648
2018	$1,965,272	$1,003,946	$16,252,458	$961,326

COMMUNITY FOUNDATION OF MARQUETTE COUNTY