THE ALLEGAN COUNTY COMMUNITY FOUNDATION (EIN 386189947) - 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

1965

Legal Domicile

Principal Officer

STEPHANIE CALHOUN

Phone

2696738344

Tax Period

2024-01-01 to 2024-12-31

THE ALLEGAN COUNTY COMMUNITY FOUNDATION, founded in 1965, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.0M in total revenue in fiscal year 2024. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 60% operating margin.

Mission

TO POSITIVELY IMPACT ALLEGAN COUNTY THROUGH FINANCIAL STEWARDSHIP, EDUCATION, AND COMMUNITY PARTNERSHIPS.

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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 $2,874,730

Program Service Revenue $0

Investment Income $1,087,110

Other Revenue $-6,276

TOTAL REVENUE $3,955,564

Expense Breakdown

Grants Paid $817,423

Salaries & Benefits $414,135

Fundraising Expenses $51,953

Program Expenses $1,168,850

Other Expenses $349,929

TOTAL EXPENSES $1,581,487

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,955,564	$1,983,432	+1.0%
Expenses	$1,581,487	$1,815,616	-0.1%
Net Income	$2,374,077	$167,816	+13.1%

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

100

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

$104,691

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE CALHOUN	PRESIDENT/CEO	40.00	Officer	$94,327	$10,364	$104,691
JODI WHITE	TRUSTEE	1.00	Officer Director	$0	$0	$0
BRIAN MARR	TRUSTEE	1.00	Director	$0	$0	$0
MARY GRILE	TRUSTEE	1.00	Director	$0	$0	$0
ANGELIQUE JOYNES	TRUSTEE	1.00	Director	$0	$0	$0
KAYLANI SHOOKS	SECRETARY	1.00	Director	$0	$0	$0
KEVIN HARNESS	TREASURER	1.00	Officer Director	$0	$0	$0
RICARDO BAZAN	CHAIR	1.00	Officer 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	$3,955,564	$1,581,487	$26,609,390	$2,374,077
2023	$1,983,432	$1,815,616	$22,623,349	$167,816
2022	$1,473,867	$1,295,795	$20,544,157	$178,072
2021	$2,263,300	$1,574,834	$25,096,950	$688,466
2020	$1,456,489	$1,258,932	$23,270,926	$197,557
2019	$1,573,424	$1,629,869	$21,244,785	$-56,445
2018	$1,747,653	$1,284,526	$18,280,317	$463,127

THE ALLEGAN COUNTY COMMUNITY FOUNDATION