McMinnville Area Community Foundation (EIN 462945449) - 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

2013

Legal Domicile

Phone

5034725141

Tax Period

2025-01-01 to 2025-12-31

McMinnville Area Community Foundation, founded in 2013, is a small nonprofit in the Youth Development sector that reported $279K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $115K, a strong 41% operating margin.

Mission

To be a leader in the facilitation and development of philanthropy in the McMinnville area.

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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 $153,024

Program Service Revenue $0

Investment Income $125,593

Other Revenue $0

TOTAL REVENUE $278,617

Expense Breakdown

Grants Paid $133,023

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $133,023

Other Expenses $30,987

TOTAL EXPENSES $164,010

Year-over-Year Comparison

	2025	2024	Change
Revenue	$278,617	$298,906	-0.1%
Expenses	$164,010	$160,393	+0.0%
Net Income	$114,607	$138,513	-0.2%

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
Jennifer Ferro	Board Member	0.00	Director	$0	$0	$0
Patty Herzog	Board Member	0.00	Director	$0	$0	$0
Jeb Bladine	Board Member	0.00	Director	$0	$0	$0
Allan Larsen	Board Member	0.00	Director	$0	$0	$0
Steve Rupp	Board Member	0.00	Director	$0	$0	$0
Steven Fitzpatrick	Treasurer	2.00	Officer	$0	$0	$0
David Haugeberg	President	4.00	Officer	$0	$0	$0
Dianne Haugeberg	Secretary	3.00	Officer	$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	$278,617	$164,010	$11,362,471	$114,607
2024	$298,906	$160,393	$10,881,749	$138,513
2023	$184,673	$116,014	$10,566,395	$68,659
2022	$1,155,842	$107,441	$10,182,467	$1,048,401
2021	$387,684	$326,075	$9,577,979	$61,609
2020	$139,292	$43,854	$9,435,050	$95,438
2019	$710,867	$84,706	$9,225,052	$626,161
2018	$673,518	$497,459	$8,479,670	$176,059

McMinnville Area Community Foundation