COMMUNITY FOUNDATION FOR THE FOX V… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

CURT DETJEN

Phone

9208301290

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC, founded in 1986, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $60.6M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19.8M, a strong 33% operating margin.

Mission

WE STRENGTHEN OUR COMMUNITY FOR CURRENT AND FUTURE GENERATIONS BY HELPING PEOPLE MAKE A DIFFERENCE IN THE LIVES OF ALL.

Program Service Accomplishments

Program 1

Expenses: $37,025,686 Revenue: $476,224

GRANTS WERE AWARDED FROM CHARITABLE FUNDS ESTABLISHED BY INDIVIDUALS, FAMILIES, BUSINESSES AND ORGANIZATIONS REFLECTING THEIR WISHES FOR GIVING BACK IN WAYS THAT COLLECTIVELY STRENGTHEN OUR COMMUNITY FOR CURRENT AND FUTURE GENERATIONS. THESE GRANTS MAKE A DIFFERENCE IN THE LIVES OF PEOPLE THROUGHOUT THE FOX VALLEY REGION IN THE AREAS OF ARTS & CULTURE, EDUCATION, COMMUNITY IMPROVEMENT, HEALTH CARE, HUMAN SERVICES, THE ENVIRONMENT AND RELIGION. OUR DISCRETIONARY GRANT PROGRAM INCLUDES THE FOLLOWING EFFORTS: 1) HELP STRENGTHEN NONPROFIT ORGANIZATIONS; 2) PROVIDE COMMUNITY LEADERSHIP GRANTS TO SUPPORT AND ADVANCE KEY COMMUNITY INITIATIVES CONSISTENT WITH OUR GRANT PRIORITIES; 3) INCREASE ACCESS AND INCLUSION AND EDUCATING CHILDREN AND YOUTH IN THE AREAS OF ARTS AND CULTURE AND ENVIRONMENTAL SUSTAINABILITY; 4) AND RAISING AWARENESS OF COMMUNITY ISSUES TO HELP SPARK ACTION RESULTING IN POSITIVE CHANGE.

Program 2

Expenses: $180,594 Revenue: $61,926

THE MISSION OF THE NONPROFIT LEADERSHIP INITIATIVE (NPLI) IS TO PROVIDE FOX VALLEY AREA NONPROFITS WITH OPPORTUNITIES FOR LEADERSHIP DEVELOPMENT AND LEARNING TO BETTER ACHIEVE THEIR MISSIONS. IN...

THE MISSION OF THE NONPROFIT LEADERSHIP INITIATIVE (NPLI) IS TO PROVIDE FOX VALLEY AREA NONPROFITS WITH OPPORTUNITIES FOR LEADERSHIP DEVELOPMENT AND LEARNING TO BETTER ACHIEVE THEIR MISSIONS. IN 2024, NPLI OFFERED 21 TRAINING AND EDUCATIONAL OPPORTUNITIES, AND 438 NONPROFIT LEADERS PARTICIPATED REPRESENTING 173 DIFFERENT ORGANIZATIONS. NPLI ENVISIONS A HEALTHY AND RESILIENT REGION WHERE NONPROFIT LEADERS AND ORGANIZATIONS HAVE ACCESS TO THE RESOURCES THEY NEED AND ARE EQUIPPED WITH THE SKILLS TO MAKE OUR COMMUNITY A GREAT PLACE TO LIVE FOR ALL. THIS COLLECTIVE IMPACT WAS MADE ACROSS OUR CORE PROGRAM OFFERINGS INCLUDING LEADERSHIP FORUMS, BOARD ROUNDTABLES, LEADERSHIP INSTITUTE, BOARD ACADEMY, BOARD BOUND AND FINANCIAL LEADERSHIP.

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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 $27,720,478

Program Service Revenue $538,150

Investment Income $32,338,474

Other Revenue $-7,454

TOTAL REVENUE $60,589,648

Expense Breakdown

Grants Paid $35,018,235

Salaries & Benefits $3,200,577

Fundraising Expenses $519,527

Program Expenses $37,206,280

Other Expenses $2,590,921

TOTAL EXPENSES $40,809,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$60,589,648	$50,139,028	+0.2%
Expenses	$40,809,733	$29,369,270	+0.4%
Net Income	$19,779,915	$20,769,758	0.0%

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

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

$1,060,729

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH FLAHERTY	DIRECTOR & CHAIR	2.00	Officer Director	$0	$0	$0
CHUCK SELF	DIRECTOR & VICE CHAIR	1.50	Officer Director	$0	$0	$0
GREG PAWLAK	DIRECTOR	1.50	Director	$0	$0	$0
JIM PROSSER	DIRECTOR & VICE CHAIR	2.50	Officer Director	$0	$0	$0
LAURA MERONK	SECRETARY & VICE CHAIR	2.00	Officer Director	$0	$0	$0
MELANIE MILLER	TREASURER & VICE CHAIR	2.00	Officer Director	$0	$0	$0
RAYON BROWN	DIRECTOR & VICE CHAIR	1.50	Officer Director	$0	$0	$0
BILL GUNCKEL	DIRECTOR	1.00	Director	$0	$0	$0
BRENTON TEELING	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE COUSINEAU	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE FAULKS	DIRECTOR	1.00	Director	$0	$0	$0
FRITZ MERIZON	DIRECTOR (LEFT DURING 2024)	1.00	Director	$0	$0	$0
JOHN DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
MANNY VASQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE SCHULER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MADER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE VAN ASTEN	DIRECTOR & VICE CHAIR	2.00	Officer Director	$0	$0	$0
REG WYDEVEN	DIRECTOR	1.50	Director	$0	$0	$0
SHIPRA SEEFELDT	DIRECTOR	1.00	Director	$0	$0	$0
BOB ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
STEVE ENDRIES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KREUL	DIRECTOR	1.00	Director	$0	$0	$0
ANN ENGELHARD	VP DONOR SERVICES THRU 8/24	40.00	Officer	$115,369	$26,354	$141,723
CURT DETJEN	PRESIDENT/CEO	40.00	Officer	$363,603	$56,229	$419,832
TAMMY GEENEN	VP COMMUNITY ENGAGEMENT	40.00	Officer	$140,944	$23,721	$164,665
MEGAN SCHUESSLER	VP DONOR SERV/GIFT PLAN AS OF 8/24	40.00	Officer	$120,201	$3,603	$123,804
MICHELLE WEBER	CFO	40.00	Officer	$181,826	$28,879	$210,705
MICHELLE LIPPART HARDWICK	DIRECTOR OF GIFT PLANNING	40.00	Highest	$100,202	$3,004	$103,206

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	$60,589,648	$40,809,733	$536,637,618	$19,779,915
2023	$50,139,028	$29,369,270	$502,430,788	$20,769,758
2022	$46,500,809	$37,931,392	$441,252,982	$8,569,417
2021	$44,309,611	$23,701,732	$517,819,035	$20,607,879
2021	$60,999,391	$37,564,496	$500,269,949	$23,434,895
2020	$24,344,140	$28,537,639	$391,655,837	$-4,193,499
2019	$35,941,139	$27,363,354	$397,959,766	$8,577,785
2018	$139,031,196	$23,654,577	$426,716,766	$115,376,619

COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC