BERRIEN COMMUNITY FOUNDATION INC

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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

1952

Legal Domicile

Principal Officer

LISA CRIPPS-DOWNEY

Phone

2699833304

Tax Period

2025-01-01 to 2025-12-31

BERRIEN COMMUNITY FOUNDATION INC, founded in 1952, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $18.6M in total revenue in fiscal year 2025. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $6.8M, a strong 37% operating margin.

Mission

TO CONNECT THE POWER OF THE PEOPLE WHO CARE WITH CAUSES AND ORGANIZATIONS THAT STRENGTHEN OUR COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $10,751,221 Revenue: $6,143,050

TO TAKE AND HOLD, BY GIFTS, BEQUEST OR MONEY FOR THE PRESERVATION OF OBJECTS OF HISTORICAL INTEREST OR FOR RELIGIOUS, ELEEMOSYNARY, PHILANTHROPIC OR BENEVOLENT PURPOSES FOR PUBLIC WELFARE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $12,440,348

Program Service Revenue $667

Investment Income $6,073,608

Other Revenue $68,775

TOTAL REVENUE $18,583,398

Expense Breakdown

Grants Paid $10,120,973

Salaries & Benefits $723,448

Fundraising Expenses $126,499

Program Expenses $10,751,221

Other Expenses $918,858

TOTAL EXPENSES $11,763,279

Year-over-Year Comparison

	2025	2024	Change
Revenue	$18,583,398	$22,676,067	-0.2%
Expenses	$11,763,279	$10,043,260	+0.2%
Net Income	$6,820,119	$12,632,807	-0.5%

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

595

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

$291,586

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH JOLLAY	CHAIR	5.00	Officer Director	$0	$0	$0
RAY LIPSCOMB	VICE CHAIR	5.00	Officer Director	$0	$0	$0
ALEXIS HARRIS	TREASURER	5.00	Officer Director	$0	$0	$0
PHILIP MOLLOY	SECRETARY	5.00	Officer Director	$0	$0	$0
GLORIA ENDER	TRUSTEE	2.00	Director	$0	$0	$0
KELLY FERNEAU	TRUSTEE	2.00	Director	$0	$0	$0
JOHN GUINNESS	TRUSTEE	2.00	Director	$0	$0	$0
CAROLYN HANSON	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINA HARDY	TRUSTEE	2.00	Director	$0	$0	$0
HON TOM NELSON	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH MCCREE	TRUSTEE	2.00	Director	$0	$0	$0
PHIL MAKI	TRUSTEE	2.00	Director	$0	$0	$0
KAREN YTTERBERG	TRUSTEE	2.00	Director	$0	$0	$0
LISA CRIPPS-DOWNEY	PRESIDENT	60.00	Officer	$167,169	$6,406	$173,575
MORGAN CALLAHAN	FINANCE DIRECTOR	40.00	Officer	$113,626	$4,385	$118,011

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	$18,583,398	$11,763,279	$125,844,228	$6,820,119
2024	$22,676,067	$10,043,260	$109,491,825	$12,632,807
2023	$10,568,745	$8,202,775	$91,887,707	$2,365,970
2022	$11,315,608	$8,264,365	$80,848,791	$3,051,243
2021	$44,208,261	$11,739,860	$93,389,245	$32,468,401
2020	$18,065,878	$7,829,586	$71,725,286	$10,236,292
2019	$14,621,747	$8,030,974	$57,323,257	$6,590,773
2018	$10,351,223	$8,704,374	$46,915,537	$1,646,849