ST LOUIS COMMUNITY FOUNDATION (EIN 436023126) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1915

Legal Domicile

Principal Officer

DR KELVIN ADAMS

Phone

3145888200

Tax Period

2023-01-01 to 2023-12-31

ST LOUIS COMMUNITY FOUNDATION, founded in 1915, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.3M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $12.4M exceeded revenue, resulting in a 20% operating deficit.

Mission

ADMINISTER CHARITABLE FUNDS FOR THE BETTERMENT OF ST. LOUIS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,177,411

Program Service Revenue $3,558,506

Investment Income $3,526,128

Other Revenue $43,110

TOTAL REVENUE $10,305,155

Expense Breakdown

Grants Paid $7,642,095

Salaries & Benefits $2,142,344

Fundraising Expenses $80,759

Program Expenses $11,748,777

Other Expenses $2,612,101

TOTAL EXPENSES $12,396,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,305,155	$12,607,465	-0.2%
Expenses	$12,396,540	$14,582,434	-0.1%
Net Income	$-2,091,385	$-1,974,969	+0.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MARVIN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES CASTELLANO	DIRECTOR	1.00	Director	$0	$0	$0
TERRY CROW	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN DAIKER	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
CARLA JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES A KREKELER	DIRECTOR	1.00	Director	$0	$0	$0
GARY KROSCH	DIRECTOR	1.00	Director	$0	$0	$0
NINA L KRUEGER	DIRECTOR	1.00	Director	$0	$0	$0
KRIS LEWIS	DIRECTOR (TERM ENDED)	1.00	Director	$0	$0	$0
ERIC MADKINS	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL MCMILLAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN J RAFFERTY	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM SCHMIDT	TREASURER	1.00	Officer Director	$0	$0	$0
SHELLEY SEIFERT	CHAIR	1.00	Officer Director	$0	$0	$0
ELLEN J SHERBERG	DIRECTOR	1.00	Director	$0	$0	$0
MITCH MEYERS	DIRECTOR	1.00	Director	$0	$0	$0
DONALD SUGGS	DIRECTOR	1.00	Director	$0	$0	$0
C CLINT ZWEIFEL	DIRECTOR	1.00	Director	$0	$0	$0
MARQUITA WILEY	DIRECTOR	1.00	Director	$0	$0	$0
AMELIA AJ BOND	PRESIDENT & CEO (TERM ENDED JUNE 23)	15.00	Officer	$212,409	$13,807	$226,216
DWIGHT D CANNING	VP & CFO	13.00	Officer	$244,745	$31,207	$275,952
KELVIN ADAMS	PRESIDENT & CEO	15.00	Officer	$157,556	$0	$157,556
DAVID M LEIPHOLTZ	ED OF CENTER FOR CIVIL RESEARCH	9.50	Key Emp	$235,505	$21,705	$257,210
MAURICE BROWN	ACCOUNTING MANAGER	9.50	Highest	$125,457	$16,055	$141,512
ELIZABETH M GEORGE	DIRECTOR OF COMMUNITY INVESTMENT	9.50	Highest	$166,792	$23,625	$190,417
ANDREA A JACKSON-JENNINGS	EXECUTIVE DIRECTOR	9.50	Highest	$141,589	$22,006	$163,595
KATHERINE M RAHN	EXECUTIVE DIRECTOR	9.50	Highest	$133,179	$8,657	$141,836
JOSINA PITTMAN GREENE	GIVING STRATEGIST	11.00	Highest	$140,049	$9,100	$149,149

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	$10,305,155	$12,396,540	$99,008,271	$-2,091,385
2022	$12,607,465	$14,582,434	$90,419,909	$-1,974,969
2021	$20,148,169	$11,856,209	$112,098,850	$8,291,960
2020	$15,568,396	$12,353,312	$100,060,573	$3,215,084
2019	$9,602,184	$11,003,179	$90,397,413	$-1,400,995
2018	$10,576,339	$10,449,249	$78,701,120	$127,090

ST LOUIS COMMUNITY FOUNDATION