WHARTON COUNTY COMMUNITY FOUNDATION

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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

2001

Legal Domicile

Principal Officer

JOHN GORDON SORREL

Phone

9795413314

Tax Period

2023-01-01 to 2023-12-31

WHARTON COUNTY COMMUNITY FOUNDATION, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $357K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $81K, a strong 23% operating margin.

Mission

TO HELP MEET THE NEEDS AND ENHANCE THE QUALITY OF LIFE IN WHARTON COUNTY THROUGH GRANTS TO CHARITABLE ORGANIZATIONS TO FUND EDUCATIONAL OPPORTUNITIES.

Program Service Accomplishments

Program 1

Expenses: $275,572 Revenue: $0

TO PROMOTE HIGHER EDUCATION FOR STUDENTS ENTERING COLLEGE AND TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS IN NEED.

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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 $68,033

Program Service Revenue $0

Investment Income $288,761

Other Revenue $0

TOTAL REVENUE $356,794

Expense Breakdown

Grants Paid $224,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $275,572

Other Expenses $51,572

TOTAL EXPENSES $275,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$356,794	$381,563	-0.1%
Expenses	$275,572	$279,305	0.0%
Net Income	$81,222	$102,258	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN GORDON SORREL	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVE SATHER	DIRECTOR	1.00	Director	$0	$0	$0
LEON MACHA	DIRECTOR	1.00	Director	$0	$0	$0
MARY ELLEN MEYER	SECRETARY	1.00	Officer Director	$0	$0	$0
TRAVIS COBB	TREASURER	1.00	Officer Director	$0	$0	$0
ROSEMARY RUST	DIRECTOR	1.00	Director	$0	$0	$0
AC SHELTON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BOULIGNY	DIRECTOR	1.00	Director	$0	$0	$0
PAUL BARRETT	DIRECTOR	1.00	Director	$0	$0	$0
GAVIN PATTON	EXECUTIVE SECRETARY	1.00	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	$356,794	$275,572	$7,436,232	$81,222
2022	$381,563	$279,305	$6,058,135	$102,258
2021	$355,755	$234,918	$7,727,226	$120,837
2020	$15,332	$183,294	$6,396,089	$-167,962
2019	$544,694	$185,311	$5,746,344	$359,383
2018	$312,405	$164,998	$4,415,972	$147,407