ST LOUIS COMMUNITY FOUNDATION INC

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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

1996

Legal Domicile

Principal Officer

DR KELVIN ADAMS

Phone

3145888200

Tax Period

2023-01-01 to 2023-12-31

ST LOUIS COMMUNITY FOUNDATION INC, founded in 1996, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $90.3M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $85.3M left a modest 6% surplus.

Mission

TO IMPROVE THE QUALITY OF LIFE IN THE GREATER ST LOUIS METROPOLITAN AREA BY CONNECTING INDIVIDUALS, FAMILIES, AND BUSINESSES TO THEIR PHILANTHROPIC GOALS.

Program Service Accomplishments

Program 1

Expenses: $84,039,518 Revenue: $196,078

FOR THE 12 MONTHS ENDED 12/31/23, WE SERVICED 664 FUNDS TO VARIOUS NOT-FOR-PROFIT ORGANIZATIONS RANGING FROM $17 TO $5,162,800. WE ASSISTED INDIVIDUALS AND BUSINESSES IN MAKING CHARITABLE...

FOR THE 12 MONTHS ENDED 12/31/23, WE SERVICED 664 FUNDS TO VARIOUS NOT-FOR-PROFIT ORGANIZATIONS RANGING FROM $17 TO $5,162,800. WE ASSISTED INDIVIDUALS AND BUSINESSES IN MAKING CHARITABLE CONTRIBUTIONS IN THIS AND OTHER COMMUNITIES BY ADMINISTERING CHARITABLE FUNDS ESTABLISHED BY THEM.WE DO THIS BY: MAXIMIZING FINANCIAL AND TAX ADVANTAGED GIVING, MAKING GIVING SIMPLE AND EFFICIENT, HONORING DONOR INTENT, CONNECTING DONORS WITH THEIR CAUSES AND EACH OTHER, AND STRATEGIZING WAYS TO MAKE AN IMPACT, TAKING LEADERSHIP IN COMMUNITY ISSUES TO PROMOTE COLLABORATION AND RESPONSIBLY STEWARDING CHARITABLE ASSETS.

Program 2

Expenses: $998,110 Revenue: $895,125

TO PROVIDE OBJECTIVE RESEARCH AND ANALYSIS FOR THE COMMUNITY, CIVIC LEADERS, NONPROFITS, AND OTHER STAKEHOLDERS, AS WE ALL WORK TOGETHER TO ADDRESS CHALLENGES AND LEVERAGE OPPORTUNITIES IN THE ST...

TO PROVIDE OBJECTIVE RESEARCH AND ANALYSIS FOR THE COMMUNITY, CIVIC LEADERS, NONPROFITS, AND OTHER STAKEHOLDERS, AS WE ALL WORK TOGETHER TO ADDRESS CHALLENGES AND LEVERAGE OPPORTUNITIES IN THE ST. LOUIS COMMUNITY.

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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 $69,946,807

Program Service Revenue $1,091,203

Investment Income $19,259,854

Other Revenue $-726

TOTAL REVENUE $90,297,138

Expense Breakdown

Grants Paid $76,726,244

Salaries & Benefits $1,558,016

Fundraising Expenses $1,213

Program Expenses $85,037,628

Other Expenses $7,021,655

TOTAL EXPENSES $85,305,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$90,297,138	$107,974,842	-0.2%
Expenses	$85,305,915	$96,959,713	-0.1%
Net Income	$4,991,223	$11,015,129	-0.5%

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

$659,724

Total Directors

Key Employees

$257,210

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRIS LEWIS	DIRECTOR (TERM ENDED)	1.00	Director	$0	$0	$0
TERRY CROW	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW W GEEKIE	DIRECTOR	1.00	Director	$0	$0	$0
GABRIEL GORE	DIRECTOR (TERM ENDED)	1.00	Director	$0	$0	$0
GARY KROSCH	DIRECTOR	1.00	Director	$0	$0	$0
JAMES A KREKELER	DIRECTOR	1.00	Director	$0	$0	$0
NINA L KRUEGER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES CASTELLANO	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN DAIKER	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN J SHERBERG	DIRECTOR	1.00	Director	$0	$0	$0
C CLINT ZWEIFEL	DIRECTOR	1.00	Director	$0	$0	$0
MITCH MEYERS	DIRECTOR	1.00	Director	$0	$0	$0
CARLA JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY SEIFERT	CHAIR	1.00	Officer Director	$0	$0	$0
DONALD SUGGS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN J RAFFERTY	DIRECTOR	1.00	Director	$0	$0	$0
MARQUITA WILEY	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MCMILLAN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM SCHMIDT	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC MADKINS	SECRETARY	1.00	Officer Director	$0	$0	$0
MARVIN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
DWIGHT D CANNING	VP & CFO	24.50	Officer	$0	$31,207	$275,952
AMELIA AJ BOND	PRESIDENT & CEO (TERM ENDED JUNE 23)	22.50	Officer	$0	$13,807	$226,216
KELVIN ADAMS	PRESIDENT & CEO	22.50	Officer	$0	$0	$157,556
DAVID M LEIPHOLTZ	ED OF CENTER FOR CIVIL RESEARCH	28.00	Key Emp	$0	$21,705	$257,210
ELIZABETH M GEORGE	DIRECTOR OF COMMUNITY INVESTMENT	28.00	Highest	$0	$23,625	$190,417
ANDREA A JACKSON-JENNINGS	EXECUTIVE DIRECTOR	28.00	Highest	$0	$22,006	$163,595
KATHERINE M RAHN	EXECUTIVE DIRECTOR	28.00	Highest	$0	$8,657	$141,836
JOSINA PITTMAN GREENE	GIVING STRATEGIST	26.50	Highest	$0	$9,100	$149,149
MAURICE BROWN	ACCOUNTING MANAGER	26.50	Highest	$0	$16,055	$141,512

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	$90,297,138	$85,305,915	$421,179,395	$4,991,223
2022	$107,974,842	$96,959,713	$376,770,280	$11,015,129
2021	$124,413,038	$102,140,074	$436,956,368	$22,272,964
2020	$90,541,676	$105,968,387	$396,685,959	$-15,426,711
2019	$92,826,893	$90,375,211	$404,378,232	$2,451,682
2018	$69,227,050	$81,914,315	$375,704,572	$-12,687,265