GREATER LAKE CITY COMMUNITY FOUNDATION (EIN 455337894) - 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

2012

Legal Domicile

Principal Officer

BRUCE CARLSTROM

Phone

6513803312

Tax Period

2025-01-01 to 2025-12-31

GREATER LAKE CITY COMMUNITY FOUNDATION, founded in 2012, is a small nonprofit in the Community Improvement sector that reported $250K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $149K, a strong 59% operating margin.

Mission

Community Foundation providing assistance to provide for a better community. Pillars are Environment, Arts, Community and Economic Development and Education.

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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 (2025)

Revenue Breakdown

Contributions & Grants $193,248

Program Service Revenue $0

Investment Income $56,548

Other Revenue $0

TOTAL REVENUE $249,796

Expense Breakdown

Grants Paid $76,265

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,265

Other Expenses $24,909

TOTAL EXPENSES $101,174

Year-over-Year Comparison

	2025	2024	Change
Revenue	$249,796	$288,254	-0.1%
Expenses	$101,174	$49,320	+1.1%
Net Income	$148,622	$238,934	-0.4%

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

$12,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE CARLSTROM	SECRETARY	020.00	Officer	$12,000	$0	$12,000
PETER COYLE	CHAIRMAN	005.00	Officer Director	$0	$0	$0
BETH KREHBIEL	PRESIDENT	001.00	Officer Director	$0	$0	$0
MARK NICHOLS	DIRECTOR	005.00	Officer Director	$0	$0	$0
STEVEN LANG	TREASURER	005.00	Officer Director	$0	$0	$0
HEATHER BANKS	ASST TREASURER	001.00	Officer Director	$0	$0	$0
GREGORY LANGFIELD	DIRECTOR	002.00	Director	$0	$0	$0
JOLENE HARVEY	DIRECTOR	001.00	Director	$0	$0	$0
SARAH BLASER	DIRECTOR	001.00	Director	$0	$0	$0
PEG MATTKE	DIRECTOR	001.00	Director	$0	$0	$0
ANN NIBBE	DIRECTOR	001.00	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
2025	$249,796	$101,174	$1,077,714	$148,622
2024	No data	No data	No data	No data
2023	$138,930	$40,408	$547,704	$98,522
2022	$95,037	$35,094	$379,013	$59,943
2021	$145,094	$21,212	$414,083	$123,882
2020	$50,019	$15,574	$256,838	$34,445

GREATER LAKE CITY COMMUNITY FOUNDATION