GREATER DELAWARE COUNTY COMMUNITY FOUNDATION (EIN 421045184) - 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

1975

Legal Domicile

Principal Officer

JACK KLAUS

Phone

5639274141

Tax Period

2022-11-01 to 2023-10-31

GREATER DELAWARE COUNTY COMMUNITY FOUNDATION, founded in 1975, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $219K in total revenue in fiscal year 2022. Net assets of $3.3M represent 181 months of operating reserves.

Mission

BETTERMENT OF DELAWARE COUNTY, IA AND HELPING THE NEEDY AND POOR

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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 (2022)

Revenue Breakdown

Contributions & Grants $153,191

Program Service Revenue $7,785

Investment Income $57,585

Other Revenue $765

TOTAL REVENUE $219,326

Expense Breakdown

Grants Paid $156,391

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $203,313

Other Expenses $73,433

TOTAL EXPENSES $229,824

Year-over-Year Comparison

	2022	2021	Change
Revenue	$219,326	$210,487	+0.0%
Expenses	$229,824	$242,809	-0.1%
Net Income	$-10,498	$-32,322	-0.7%

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

200

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
SANDY AHRENS	TRUSTEE	1.00	Director	$0	$0	$0
STEVE BUESING	TRUSTEE	1.00	Director	$0	$0	$0
DAVID HOEGER	TRUSTEE	1.00	Director	$0	$0	$0
JACK KLAUS	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
MIKE PUTZ	TRUSTEE	1.00	Director	$0	$0	$0
MARY RIES	TRUSTEE	1.00	Director	$0	$0	$0
JADE SCHNEIDER	VICE CHAIRPE	1.00	Officer Director	$0	$0	$0
BILL THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
DR JOHN E TYRRELL	TRUSTEE	1.00	Director	$0	$0	$0
DAVE WAKEFIELD	SECRETARY	2.00	Officer	$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	$219,326	$229,824	$3,309,988	$-10,498
2022	$210,487	$242,809	$3,264,476	$-32,322
2021	$305,613	$209,459	$3,638,278	$96,154
2020	$608,410	$202,730	$3,243,550	$405,680
2019	$223,598	$202,958	$2,876,086	$20,640
2018	$234,466	$419,429	$2,770,140	$-184,963

GREATER DELAWARE COUNTY COMMUNITY FOUNDATION