TRUMAN LAKE COMMUNITY FOUNDATION (EIN 431728406) - 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

1995

Legal Domicile

Principal Officer

DEANNA HENDRICH

Phone

6608856801

Tax Period

2024-01-01 to 2024-12-31

TRUMAN LAKE COMMUNITY FOUNDATION, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 99% from the prior year, signaling strong growth momentum. Net assets of $13.4M represent 82 months of operating reserves.

Mission

IMPROVE HENRY COUNTY CONDITIONS.

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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 $1,659,117

Program Service Revenue $0

Investment Income $304,608

Other Revenue $0

TOTAL REVENUE $1,963,725

Expense Breakdown

Grants Paid $1,832,916

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,982,292

Other Expenses $149,376

TOTAL EXPENSES $1,982,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,963,725	$984,767	+1.0%
Expenses	$1,982,292	$675,368	+1.9%
Net Income	$-18,567	$309,399	-1.1%

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
JIM COOK	PRESIDENT	10.00	Officer Director	$0	$0	$0
RYAN COOK	DIRECTOR	1.00	Director	$0	$0	$0
MEREDITH COOPER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
GALEN DODY	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA FORD	DIRECTOR	1.00	Director	$0	$0	$0
KATHY GARNETT	DIRECTOR	1.00	Director	$0	$0	$0
GARY GROFF	TREASURER	1.00	Officer Director	$0	$0	$0
DEANNA HENDRICH	DIRECTOR	1.00	Director	$0	$0	$0
KRISTI KENNEY	HISTORIAN	1.00	Officer Director	$0	$0	$0
ANGIE LAWSON	DIRECTOR	1.00	Director	$0	$0	$0
RANDY SHIPMAN	DIRECTOR	1.00	Director	$0	$0	$0
NINA SISK	DIRECTOR	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	$1,963,725	$1,982,292	$13,432,959	$-18,567
2023	$984,767	$675,368	$12,303,090	$309,399
2022	$884,310	$574,433	$11,179,325	$309,877
2021	$1,296,017	$411,890	$12,796,334	$884,127
2020	$351,915	$373,584	$11,535,542	$-21,669
2019	$1,901,858	$387,309	$10,682,518	$1,514,549
2018	$2,315,518	$279,441	$9,146,824	$2,036,077

TRUMAN LAKE COMMUNITY FOUNDATION