COMMUNITY FOUNDATION OF DUNN COUNT… - 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

1995

Legal Domicile

Principal Officer

GEORGINA TEGART

Phone

7152328019

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF DUNN COUNTY INC, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 116% from the prior year, signaling strong growth momentum. The organization ran a surplus of $974K, a strong 48% operating margin.

Mission

OUR MISSION IS TO ADVANCE PHILANTHROPY IN DUNN COUNTY TO IMPROVE THE LIFE OF ALL OUR CITIZENS, STRENGTHEN OUR NONPROFIT SECTOR, AND GIVE BACK THROUGH STRATEGIC GRANTMAKING AND SUPPORT FOR COMMUNITY PROJECTS.

Program Service Accomplishments

Program 1

Expenses: $913,889 Revenue: $22,648

COMPETITIVE GRANTS WERE AWARDED IN THE AREAS OF ARTS AND CULTURE, COMMUNITY DEVELOPMENT, EDUCATION, AND THE ENVIRONMENT, HEALTH, HERITAGE AND HUMANITARIAN NEEDS. WE ALSO PROVIDED FISCAL SPONSORSHIP SUPPORT FOR VARIOUS START UP ORGANIZATIONS AND/OR COMMUNITY ORGANIZATIONS AND PROVIDED GUIDANCE TO NON-PROFIT ORGANIZATIONS FOR PLANNED GIVING PROGRAMS.

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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 $1,293,125

Program Service Revenue $22,648

Investment Income $715,016

Other Revenue $10,633

TOTAL REVENUE $2,041,422

Expense Breakdown

Grants Paid $606,558

Salaries & Benefits $203,442

Fundraising Expenses $43,049

Program Expenses $913,889

Other Expenses $257,199

TOTAL EXPENSES $1,067,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,041,422	$946,464	+1.2%
Expenses	$1,067,199	$689,709	+0.5%
Net Income	$974,223	$256,755	+2.8%

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

$79,846

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM BUTSIC	CHAIR	2.00	Officer Director	$0	$0	$0
BRADLEY WAZNIK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL FEKETE	TREASURER	2.00	Officer Director	$0	$0	$0
KAREN STYER	SECRETARY	2.00	Officer Director	$0	$0	$0
SUE TRAXLER	PAST CHAIR	2.00	Officer Director	$0	$0	$0
JONATHAN KROENING	PAST CHAIR	2.00	Officer Director	$0	$0	$0
DIANNA FIERGOLA	DIRECTOR	2.00	Director	$0	$0	$0
JUDITH FOUST	DIRECTOR	2.00	Director	$0	$0	$0
JOHN HEIKE	DIRECTOR	2.00	Director	$0	$0	$0
AMY HELLMANN	DIRECTOR	2.00	Director	$0	$0	$0
PAUL HORVATH	DIRECTOR	2.00	Director	$0	$0	$0
JEANA LARSON	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN NOLAN	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE RASMUSSEN	DIRECTOR	2.00	Director	$0	$0	$0
SANDI SCOTT	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH SERRATORE	DIRECTOR	2.00	Director	$0	$0	$0
JENN TACK	DIRECTOR	2.00	Director	$0	$0	$0
GEORGINA TEGART	EXECUTIVE DIRECTOR	40.00	Officer	$73,846	$6,000	$79,846

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	$2,041,422	$1,067,199	$11,638,064	$974,223
2023	$946,464	$689,709	$10,277,709	$256,755
2022	$1,336,323	$670,924	$8,505,828	$665,399
2021	$994,736	$728,223	$9,422,296	$266,513
2020	$914,371	$841,117	$8,628,291	$73,254
2019	$866,221	$753,032	$7,739,096	$113,189
2018	$1,664,992	$684,817	$6,845,742	$980,175

COMMUNITY FOUNDATION OF DUNN COUNTY INC