WEST BEND COMMUNITY FOUNDATION INC (EIN 391971548) - 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

1999

Legal Domicile

Principal Officer

YELENA CHESTER

Phone

4142725805

Tax Period

2023-01-01 to 2023-12-31

WEST BEND COMMUNITY FOUNDATION INC, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.7M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.8M, a strong 36% operating margin.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,141,000

Program Service Revenue $0

Investment Income $1,530,849

Other Revenue $0

TOTAL REVENUE $7,671,849

Expense Breakdown

Grants Paid $4,469,433

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,469,433

Other Expenses $446,290

TOTAL EXPENSES $4,915,723

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,671,849	$6,633,490	+0.2%
Expenses	$4,915,723	$5,985,143	-0.2%
Net Income	$2,756,126	$648,347	+3.3%

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

N/A

Volunteers

N/A

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

$613,566

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON KIECKHAFER	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES DANAHER	SECRETARY	1.00	Officer Director	$0	$0	$0
TONNIE SCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
RUTH HENKLE	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN ERICSON	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE ROLFS	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES O'MEARA	DIRECTOR	1.00	Director	$0	$0	$0
KELLY TIGHLE	DIRECTOR	1.00	Director	$0	$0	$0
ROSE PETITTE	DIRECTOR	1.00	Director	$0	$0	$0
ROB JOHNSON	PRESIDENT (START 6/23)	1.00	Officer Director	$0	$0	$0
PETER ZIEGLER	PRESIDENT (END 6/23)	1.00	Officer Director	$0	$0	$0
ELLEN GILLIGAN	ASSISTANT SECRETARY	0.00	Officer	$0	$57,748	$382,718
KEN ROBERTSON	ASSISTANT TREASURER	0.00	Officer	$0	$29,243	$230,848

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	No data	No data	No data	No data
2023	$7,671,849	$4,915,723	$75,283,978	$2,756,126
2022	$6,633,490	$5,835,143	$66,429,370	$798,347
2021	$10,575,689	$4,513,217	$79,149,428	$6,062,472
2020	$6,454,372	$4,532,248	$67,541,910	$1,922,124

WEST BEND COMMUNITY FOUNDATION INC