COMMUNITY FOUNDATION SERVICES CORPORATION (EIN 450500341) - 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

2002

Legal Domicile

Principal Officer

BRYAN TAIT

Phone

2034309655

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION SERVICES CORPORATION, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $592K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $142K, a strong 24% operating margin.

Mission

TO SUPPORT FAOG MEMBERS BY PROVIDING TRAINING, EDUCATION, PROGRAMS, SEMINARS, AND OTHER LEARNING OPPORTUNITIES TO THOSE INDIVIDUALS WHO PROVIDE SERVICES, AS EMPLOYEES OR CONTRACTORS TO COMMUNITY FOUNDATIONS.

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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 $335,300

Program Service Revenue $256,590

Investment Income $7

Other Revenue $0

TOTAL REVENUE $591,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,235

Program Expenses $412,396

Other Expenses $449,954

TOTAL EXPENSES $449,954

Year-over-Year Comparison

	2024	2023	Change
Revenue	$591,897	$449,087	+0.3%
Expenses	$449,954	$494,519	-0.1%
Net Income	$141,943	$-45,432	-4.1%

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

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
BRYAN TAIT	CHAIR	5.00	Officer Director	$0	$0	$0
JANA GRIGGS	VICE CHAIR	5.00	Officer Director	$0	$0	$0
BRETT HUNKINS	VICE CHAIR (THRU 09/24)	5.00	Officer Director	$0	$0	$0
JOSEPH BAKER	TREASURER	5.00	Officer Director	$0	$0	$0
GRACE SACERDOTE	SECRETARY	5.00	Officer Director	$0	$0	$0
JONATHAN BRELSFORD	DIRECTOR, INV. PRACTICES	5.00	Director	$0	$0	$0
LUIS LEON	DIRECTOR, MEMBERSHIP	5.00	Director	$0	$0	$0
SAUL MACIAS	DIRECTOR, HR (THRU 12/24)	5.00	Director	$0	$0	$0
ANN PUCKETT	DIR., TECH. ASSOC. OF GRANTMAKERS	5.00	Director	$0	$0	$0
NICK WILLIAMS	DIRECTOR, NAT. STANDARDS (THRU 12/24)	5.00	Director	$0	$0	$0
ALYSSA FEDERICO	DIRECTOR, PAST CHAIR	5.00	Director	$0	$0	$0
ERIC NYSTROM	DIRECTOR, BEST PRACTICES	5.00	Director	$0	$0	$0
JANIS HOLLOWAY	DIRECTOR, PROF. DEV. (THRU 12/24)	5.00	Director	$0	$0	$0
LESLIE SABIN	DIRECTOR, BEST PRACTICES (THRU 07/24)	5.00	Director	$0	$0	$0
MIKE BANKERT	DIRECTOR, ACCOUNTING PRACTICES	5.00	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	$591,897	$449,954	$749,354	$141,943
2023	$449,087	$494,519	$598,899	$-45,432
2022	$81,215	$25,550	$614,122	$55,665
2021	$478,044	$281,312	$560,216	$196,732
2020	$73,594	$8,559	$362,926	$65,035

COMMUNITY FOUNDATION SERVICES CORPORATION