BRANCH COUNTY COMMUNITY FOUNDATION (EIN 383021071) - 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

1991

Legal Domicile

Principal Officer

ERICA HEMINGER

Phone

5172784517

Tax Period

2023-10-01 to 2024-09-30

BRANCH COUNTY COMMUNITY FOUNDATION, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $986K in total revenue in fiscal year 2023. The organization ran a surplus of $268K, a strong 27% operating margin.

Mission

WE PROMOTE AND INSPIRE COMMUNITY GENEROSITY AND GIVING, BY BRINGING TOGETHER PASSIONATE PEOPLE AND RESOURCES IN OUR COLLECTIVE EFFORTS TO MAKE AN ENDURING DIFFERENCE IN THE COMMUNITY WE LOVE.

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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 $409,241

Program Service Revenue $0

Investment Income $561,650

Other Revenue $14,620

TOTAL REVENUE $985,511

Expense Breakdown

Grants Paid $373,567

Salaries & Benefits $126,901

Fundraising Expenses $143,579

Program Expenses $540,542

Other Expenses $216,570

TOTAL EXPENSES $717,038

Year-over-Year Comparison

	2023	2022	Change
Revenue	$985,511	$1,008,648	0.0%
Expenses	$717,038	$697,136	+0.0%
Net Income	$268,473	$311,512	-0.1%

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

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

$60,726

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERICA HEMINGER	EXECUTIVE DI	40.00	Officer	$60,726	$0	$60,726
DON GERMANN	CHAIR	2.00	Officer Director	$0	$0	$0
JOSH JONES	VICE CHAIR	2.00	Officer Director	$0	$0	$0
PATTI MILLER	SECRETARY	2.00	Officer Director	$0	$0	$0
KEELY BEEMER	TREASURER	2.00	Officer Director	$0	$0	$0
SHARI DEEVERS	DIRECTOR	2.00	Director	$0	$0	$0
SALWA ALSURAIMI	DIRECTOR	2.00	Director	$0	$0	$0
JEFF GALLUP	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN MILLER	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER SEARLS	DIRECTOR	2.00	Director	$0	$0	$0
JANET RUCKER	DIRECTOR	2.00	Director	$0	$0	$0
KAREN HARGREAVE	DIRECTOR	2.00	Director	$0	$0	$0
KARMEN CASE	DIRECTOR	2.00	Director	$0	$0	$0
ELLY BREWER	DIRECTOR	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	$985,511	$717,038	$10,097,693	$268,473
2023	$1,008,648	$697,136	$8,623,279	$311,512
2022	$1,129,999	$735,694	$7,764,626	$394,305
2021	$698,269	$597,770	$9,674,211	$100,499
2020	$1,084,857	$724,436	$8,153,995	$360,421
2019	$755,473	$693,821	$7,380,288	$61,652
2018	$543,562	$1,080,129	$7,559,578	$-536,567

BRANCH COUNTY COMMUNITY FOUNDATION