KENOSHA COMMUNITY FOUNDATION (EIN 396045289) - 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

1926

Legal Domicile

Principal Officer

DAVE GEERTSEN

Phone

2626542412

Tax Period

2023-01-01 to 2023-12-31

KENOSHA COMMUNITY FOUNDATION, founded in 1926, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $1.8M exceeded revenue, resulting in a 16% operating deficit.

Mission

We lead, serve and collaborate with donors to create enduring philanthropy.

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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 $965,136

Program Service Revenue $0

Investment Income $599,820

Other Revenue $439

TOTAL REVENUE $1,565,395

Expense Breakdown

Grants Paid $774,155

Salaries & Benefits $118,006

Fundraising Expenses $113,757

Program Expenses $1,368,910

Other Expenses $917,799

TOTAL EXPENSES $1,809,960

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,565,395	$1,133,682	+0.4%
Expenses	$1,809,960	$1,113,319	+0.6%
Net Income	$-244,565	$20,363	-13.0%

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

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

$3,912

Total Directors

$3,912

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GUTTORMSEN NEIL	Vice President	0.00	Officer Director	$3,912	$0	$3,912
FELLMAN KEN	Director	0.00	Officer Director	$0	$0	$0
BOTHE CATHY	Director	0.00	Director	$0	$0	$0
GEERTSEN DAVE	President	1.00	Officer Director	$0	$0	$0
HARRINGTON-HEIDE JANE	Secretary	0.00	Officer Director	$0	$0	$0
HEIDE-POPPENBURG PAULA	Director	0.00	Director	$0	$0	$0
MCTERNAN J MIKE	Director	0.00	Director	$0	$0	$0
WILK JOAN	Director	0.00	Director	$0	$0	$0
YOUNG JAMIE	Director	0.00	Director	$0	$0	$0
JORGENSON-PUNTILLO ROBERTA	Director	0.00	Director	$0	$0	$0
GREENE ADELENE	Director	0.00	Director	$0	$0	$0
KEENAN KATE	Director	0.00	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	No data	No data	No data	No data
2023	$1,565,395	$1,809,960	$14,891,642	$-244,565
2022	$1,244,184	$1,274,306	$13,071,486	$-30,122
2022	$1,133,682	$1,113,319	$13,191,189	$20,363
2021	$2,807,404	$1,022,586	$15,928,621	$1,784,818
2020	$787,508	$881,700	$13,045,334	$-94,192
2019	$2,071,966	$1,023,406	$11,810,685	$1,048,560
2019	$1,024,336	$1,023,406	$11,810,685	$930
2018	$1,292,811	$1,045,222	$10,455,189	$247,589

KENOSHA COMMUNITY FOUNDATION