Gratiot County Community Foundation (EIN 383087756) - 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

Joy O'Neill

Phone

9898754222

Tax Period

2024-10-01 to 2025-09-30

Gratiot County Community Foundation, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $219K, a strong 18% operating margin.

Mission

To receive and accept property that will be exclusively used for charitable purposes, primarily for the benefit of Gratiot County residents and institutions.

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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 $332,766

Program Service Revenue $15,787

Investment Income $846,223

Other Revenue $3,600

TOTAL REVENUE $1,198,376

Expense Breakdown

Grants Paid $610,094

Salaries & Benefits $203,014

Fundraising Expenses $24,147

Program Expenses $729,953

Other Expenses $166,182

TOTAL EXPENSES $979,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,198,376	$1,336,603	-0.1%
Expenses	$979,290	$1,019,159	0.0%
Net Income	$219,086	$317,444	-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

$95,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tim Lambrecht	Director	1.00	Director	$0	$0	$0
Ali Barnes	President	1.00	Officer Director	$0	$0	$0
Jim Wheeler	Treasurer	1.00	Officer Director	$0	$0	$0
Laura Bever	Director	1.00	Director	$0	$0	$0
Marisa Bramer	Director	1.00	Director	$0	$0	$0
Jennifer Stambaugh	Secretary	1.00	Officer Director	$0	$0	$0
Joy O'Neill	Director	1.00	Director	$0	$0	$0
Dr Benjamin Peterson	Director	1.00	Director	$0	$0	$0
Els De Saegher	Director	1.00	Director	$0	$0	$0
Nora Colthorp	Director	1.00	Director	$0	$0	$0
Traci Gavenda	Director	1.00	Director	$0	$0	$0
Paula Moeggenborg	Director	1.00	Director	$0	$0	$0
John Pobanz	Director	1.00	Director	$0	$0	$0
Rich Ramereiz	Director	1.00	Director	$0	$0	$0
Renee Sopel	Director	1.00	Director	$0	$0	$0
Dr Michael Stack	Director	1.00	Director	$0	$0	$0
Erin Steward	Director	1.00	Director	$0	$0	$0
Carolyn Studley	Director	1.00	Director	$0	$0	$0
Chelsea Holmes	Executive Director	40.00	Officer	$95,000	$0	$95,000

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	$1,198,376	$979,290	$20,286,147	$219,086
2024	$1,336,603	$1,019,159	$19,029,200	$317,444
2023	$853,137	$999,318	$16,159,661	$-146,181
2022	$1,181,707	$998,007	$15,134,170	$183,700
2021	$1,426,328	$791,350	$18,151,693	$634,978
2020	$1,216,937	$797,541	$15,743,867	$419,396
2019	$778,825	$821,510	$14,829,402	$-42,685
2018	$1,357,374	$845,401	$14,706,607	$511,973

Gratiot County Community Foundation