ANTIOCH COMMUNITY FOUNDATION (EIN 463106546) - 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

2013

Legal Domicile

Principal Officer

BRAD HELFENBERGER

Phone

9257797000

Tax Period

2020-07-01 to 2021-06-30

ANTIOCH COMMUNITY FOUNDATION, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $110K in total revenue in fiscal year 2020. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $105K left a modest 5% surplus.

Mission

PROVIDE FUNDS TO QUALIFYING ORGANIZATIONS THAT SUPPORT PROGRAMS AND SERVICES FOR CHILDREN, YOUTH, AND SENIORS; ENHANCE ECONOMIC SECURITY AND HEALTH FOR RESIDENTS; SUPPORT ANTIOCH PARKS AND RECREATION PROGRAMS FOR FAMILIES; AND HELP IMPROVE THE OVERALL QUALITY OF LIFE FOR THE ANTIOCH COMMUNITY.

🔒

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 (2020)

Revenue Breakdown

Contributions & Grants $72,061

Program Service Revenue $0

Investment Income $38,335

Other Revenue $0

TOTAL REVENUE $110,396

Expense Breakdown

Grants Paid $24,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,688

Other Expenses $81,282

TOTAL EXPENSES $105,282

Year-over-Year Comparison

	2020	2019	Change
Revenue	$110,396	$196,097	-0.4%
Expenses	$105,282	$129,263	-0.2%
Net Income	$5,114	$66,834	-0.9%

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

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

$75,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN WRIGHT	CHAIR, DIRECTOR	3.00	Officer Director	$0	$0	$0
NANCY KAISER	TREASURER/SECRETARY, DIREC	4.00	Officer Director	$0	$0	$0
ERIC LUEZE	DIRECTOR	2.00	Director	$0	$0	$0
SOLOMON BELETTE	DIRECTOR	2.00	Director	$0	$0	$0
LOUIE ROCHA	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN HURL	DIRECTOR	2.00	Director	$0	$0	$0
BRAD HELFENBERGER	TREASURER/SECRETARY, DIREC	2.00	Director	$0	$0	$0
MAX SHOKA	DIRECTOR	2.00	Director	$0	$0	$0
KEITH ARCHULETA	EXECUTIVE DIRECTOR	20.00	Officer	$75,000	$0	$75,000

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
2021	$110,396	$105,282	$1,162,945	$5,114
2020	$196,097	$129,263	$1,092,706	$66,834
2019	$12,438	$120,545	$1,009,224	$-108,107
2018	$203,325	$54,104	$1,109,133	$149,221

ANTIOCH COMMUNITY FOUNDATION