TRUMAN HEARTLAND COMMUNITY FOUNDATION (EIN 431482136) - 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

1982

Legal Domicile

Principal Officer

PHILLIP HANSON

Phone

8168368189

Tax Period

2024-01-01 to 2024-12-31

TRUMAN HEARTLAND COMMUNITY FOUNDATION, founded in 1982, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $15.0M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $6.2M, a strong 42% operating margin.

Mission

THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF EASTERN JACKSON COUNTY MISSOURI.

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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 $10,628,099

Program Service Revenue $1,046,439

Investment Income $3,304,167

Other Revenue $-2,822

TOTAL REVENUE $14,975,883

Expense Breakdown

Grants Paid $6,820,214

Salaries & Benefits $836,657

Fundraising Expenses $214,184

Program Expenses $7,985,659

Other Expenses $1,092,745

TOTAL EXPENSES $8,749,616

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,975,883	$13,555,604	+0.1%
Expenses	$8,749,616	$7,591,861	+0.2%
Net Income	$6,226,267	$5,963,743	+0.0%

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

434

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

$304,226

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRI STEELE	DIRECTOR	3.00	Director	$0	$0	$0
RITCHIE MOMON	DIRECTOR	3.00	Director	$0	$0	$0
STEVE NOLL	DIRECTOR	3.00	Director	$0	$0	$0
STAN SALVA	DIRECTOR	3.00	Director	$0	$0	$0
DR BETH SAVIDGE	DIRECTOR	3.00	Director	$0	$0	$0
R DYAN ZIMMERMAN	DIRECTOR	3.00	Director	$0	$0	$0
MICHELE CRUMBAUGH	DIRECTOR	3.00	Director	$0	$0	$0
MERIDETH ROSE	DIRECTOR	3.00	Director	$0	$0	$0
LINDA GERDING	DIRECTOR	3.00	Director	$0	$0	$0
LIESL HAYS	DIRECTOR	3.00	Director	$0	$0	$0
JOE MULLINS	DIRECTOR	3.00	Director	$0	$0	$0
DAVE TURNER	DIRECTOR	3.00	Director	$0	$0	$0
DR THOMAS MEYER	SECRETARY	3.00	Officer Director	$0	$0	$0
DR JASON SNODGRASS	DIRECTOR	3.00	Director	$0	$0	$0
DR BETH ROSEMERGEY	DIRECTOR	3.00	Director	$0	$0	$0
BETH SILVERSTEIN	DIRECTOR	3.00	Director	$0	$0	$0
ALLAN THOMPSON	DIRECTOR	3.00	Director	$0	$0	$0
ROCHELLE PARKER	VICE CHAIR	3.00	Officer Director	$0	$0	$0
BRET KOLMAN	TREASURER	3.00	Officer Director	$0	$0	$0
KAREN SCHULER	DIRECTOR	3.00	Officer Director	$0	$0	$0
LYNETTE WHEELER	CHAIR	3.00	Officer Director	$0	$0	$0
JEFF WALTERS	PAST CHAIR	3.00	Officer Director	$0	$0	$0
ADAM KLIETHERMES	DIRECTOR	3.00	Director	$0	$0	$0
KIM ROAM	DIRECTOR	3.00	Director	$0	$0	$0
BRIDGETTE SHAFFER	DIRECTOR	3.00	Director	$0	$0	$0
DEREK SCHOENEBERG	DIRECTOR	3.00	Director	$0	$0	$0
JOVANNA ROHS	DIRECTOR	3.00	Director	$0	$0	$0
BRIDGET STOPPELMAN	CFO	40.00	Officer	$110,900	$5,717	$116,617
PHILLIP J HANSON	PRESIDENT/CEO	40.00	Officer	$174,402	$13,207	$187,609

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	$14,975,883	$8,749,616	$104,786,163	$6,226,267
2023	$13,555,604	$7,591,861	$91,642,743	$5,963,743
2022	$10,949,150	$12,031,944	$77,423,002	$-1,082,794
2021	$25,771,089	$6,756,786	$85,851,190	$19,014,303
2020	$10,551,952	$6,810,342	$61,120,063	$3,741,610
2019	$10,906,652	$6,216,393	$54,413,088	$4,690,259
2018	$9,770,222	$5,751,634	$43,941,631	$4,018,588

TRUMAN HEARTLAND COMMUNITY FOUNDATION