GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION (EIN 383056434) - 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

1992

Legal Domicile

Principal Officer

BETH DUNCKEL

Phone

2319354066

Tax Period

2024-01-01 to 2024-12-31

GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.9M in total revenue in fiscal year 2024. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.4M, a strong 45% operating margin.

Mission

WE INVEST IN THE PEOPLE & PLACES OF OUR REGION AND STEWARD COMMUNITY ASSETS FOR LASTING IMPACT.

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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 $2,678,180

Program Service Revenue $0

Investment Income $7,187,127

Other Revenue $0

TOTAL REVENUE $9,865,307

Expense Breakdown

Grants Paid $3,766,943

Salaries & Benefits $1,131,140

Fundraising Expenses $690,792

Program Expenses $4,287,187

Other Expenses $543,614

TOTAL EXPENSES $5,441,697

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,865,307	$4,933,351	+1.0%
Expenses	$5,441,697	$5,203,080	+0.0%
Net Income	$4,423,610	$-269,729	-17.4%

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

200

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

$170,180

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY RING	CHAIR	2.00	Officer Director	$0	$0	$0
LAURA ASIALA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BETH DUNCKEL	TREASURER	2.00	Officer Director	$0	$0	$0
CASH COOK	SECRETARY	2.00	Officer Director	$0	$0	$0
JURGEN GRISWOLD	DIRECTOR	1.00	Director	$0	$0	$0
MARK IRWIN	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA MATTHEWS	DIRECTOR	1.00	Director	$0	$0	$0
DAN PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
ROYCE RAGLAND	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN ROYLE CARRELLA	DIRECTOR	1.00	Director	$0	$0	$0
ELISE LOUD	DIRECTOR	1.00	Director	$0	$0	$0
LARIS GALEJS	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS KLADDER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MACINNES	DIRECTOR	1.00	Director	$0	$0	$0
CAROL MARSH	DIRECTOR	1.00	Director	$0	$0	$0
ANN STREHLE	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE MILLER ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BERCINI	DIRECTOR	1.00	Director	$0	$0	$0
ANNIE DEVRIES	DIRECTOR	1.00	Director	$0	$0	$0
DAMIAN LOCKHART	DIRECTOR	1.00	Director	$0	$0	$0
RACHAEL BIRGY	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN CLARK	DIRECTOR	1.00	Director	$0	$0	$0
RICK HEITMEYER	DIRECTOR	1.00	Director	$0	$0	$0
CARI JO ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
ANDI HALPIN	DIRECTOR	1.00	Director	$0	$0	$0
TERRY BEAMSLEY	DIRECTOR	1.00	Director	$0	$0	$0
MARSHALL COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
KIRA DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD LANPHIER	DIRECTOR	1.00	Director	$0	$0	$0
RANVE MARTINSON	DIRECTOR	1.00	Director	$0	$0	$0
LARRY NELSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVE MENGEBIER	PRESIDENT AND CHIEF EXECUT	40.00	Officer	$157,759	$12,421	$170,180
ALISON METIVA	CHIEF OPERATING OFFICER	40.00	Highest	$118,024	$9,242	$127,266
STEVEN WADE	VICE PRESIDENT COMMUNITY IMPACT	40.00	Highest	$101,122	$7,890	$109,012

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	No data	No data	No data	No data
2024	$9,865,307	$5,441,697	$105,417,500	$4,423,610
2023	$4,933,351	$5,203,080	$96,120,361	$-269,729
2022	$5,051,685	$4,956,807	$86,232,237	$94,878
2021	$9,434,552	$4,743,236	$104,188,633	$4,691,316
2020	$17,926,283	$5,129,814	$90,284,879	$12,796,469
2019	$4,928,465	$4,630,638	$68,084,092	$297,827
2018	$6,729,928	$3,742,411	$57,929,076	$2,987,517

GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION