SHIAWASSEE COMMUNITY FOUNDATION INC (EIN 383285624) - 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

1995

Legal Domicile

Principal Officer

KIMBERLY M RENWICK

Phone

9897251093

Tax Period

2024-10-01 to 2025-09-30

SHIAWASSEE COMMUNITY FOUNDATION INC, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $728K, a strong 50% operating margin.

Mission

TO SOLICIT, COLLECT, RECIEVE & ADMINISTER FUNDS EXCLUSIVELY FOR SUCH RELIGIOUS, CHARITABLE, LITERARY & EDUCATIONAL PURPOSES AS PERMITTED FOR ORGANIZATION'S DEFINED IN SECTION 501(C)3 OF THE IRS AS WILL BEST PROMOTE & ENHANCE THE WELL-BEING OF THE RESIDENTS OF MICHIGAN.

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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 $310,605

Program Service Revenue $0

Investment Income $1,152,677

Other Revenue $4,960

TOTAL REVENUE $1,468,242

Expense Breakdown

Grants Paid $474,987

Salaries & Benefits $129,082

Fundraising Expenses $48,770

Program Expenses $585,860

Other Expenses $136,009

TOTAL EXPENSES $740,078

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,468,242	$1,132,892	+0.3%
Expenses	$740,078	$760,675	0.0%
Net Income	$728,164	$372,217	+1.0%

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

$66,102

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY M RENWICK	EXECUTIVE DI	40.00	Officer	$66,102	$0	$66,102
KEVIN J DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
JACKLYN C HURD	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK WEGMAN II	CHAIR/PRESID	2.00	Officer Director	$0	$0	$0
BRENT JONES	DIRECTOR	2.00	Director	$0	$0	$0
BECKY LANDRIS	DIRECTOR	2.00	Director	$0	$0	$0
DONALD D LEVI	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN MARKS	SECRETARY	2.00	Officer Director	$0	$0	$0
GLEN T MERKEL	DIRECTOR	2.00	Director	$0	$0	$0
TRICIA MURPHY-ALDERMAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CORBIN SKARICH PHD	DIRECTOR	2.00	Director	$0	$0	$0
DR JULIE SOVIS	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE J WENZLICK	TREASURER	2.00	Officer Director	$0	$0	$0
AMY WEST	DIRECTOR	2.00	Director	$0	$0	$0
CURTIS L ZALESKI	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
2025	$1,468,242	$740,078	$14,738,940	$728,164
2024	$1,132,892	$760,675	$13,417,789	$372,217
2023	$649,512	$595,745	$10,786,692	$53,767
2022	$832,541	$582,835	$9,814,993	$249,706
2021	$774,461	$492,081	$12,022,616	$282,380
2020	$607,069	$489,147	$10,202,940	$117,922
2019	$758,464	$511,607	$9,796,372	$246,857

SHIAWASSEE COMMUNITY FOUNDATION INC