FREMONT AREA COMMUNITY FOUNDATION (EIN 470629642) - 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

1980

Legal Domicile

Principal Officer

JENNIFER BIXBY

Phone

4027214252

Tax Period

2023-07-01 to 2024-06-30

FREMONT AREA COMMUNITY FOUNDATION, founded in 1980, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.3M in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 27% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE IN THE FREMONT AREA BY CONNECTING DONOR INTEREST WITH COMMUNITY NEEDS AND SERVING AS A LEADER AND CATALYST IN THE DEVELOPMENT OF SOLUTIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,607,976

Program Service Revenue $351,738

Investment Income $1,237,091

Other Revenue $74,839

TOTAL REVENUE $5,271,644

Expense Breakdown

Grants Paid $2,269,697

Salaries & Benefits $239,389

Fundraising Expenses $0

Program Expenses $2,269,697

Other Expenses $1,336,638

TOTAL EXPENSES $3,845,724

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,271,644	$3,451,152	+0.5%
Expenses	$3,845,724	$3,936,588	0.0%
Net Income	$1,425,920	$-485,436	-3.9%

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

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

$102,507

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMBER BARTON	DIRECTOR	1.00	Director	$0	$0	$0
PATTI BEEBE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BIXBY	PRESIDENT	1.00	Officer Director	$0	$0	$0
VANESSA BROWN	DIRECTOR	1.00	Director	$0	$0	$0
TANYA DILLON	DIRECTOR	1.00	Director	$0	$0	$0
SAM HEINEMAN	DIRECTOR	1.00	Director	$0	$0	$0
BRAD HOLTORF	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT JENSEN	DIRECTOR	1.00	Director	$0	$0	$0
CARYL JOHANNSEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CHERYL LAMME	DIRECTOR	1.00	Director	$0	$0	$0
CASEY MEYER	DIRECTOR	1.00	Director	$0	$0	$0
ADAM MONKE	DIRECTOR	1.00	Director	$0	$0	$0
TERRY MCCLAIN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE NAVARRETTE	EX-OFFICIO	1.00	Director	$0	$0	$0
CAROL NIELSEN	DIRECTOR	1.00	Director	$0	$0	$0
RUSS PETERSON JR	EX-OFFICIO	1.00	Director	$0	$0	$0
MARK PRINCE	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI RICHMOND	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
KONI SHALLBERG	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SWANSON	DIRECTOR	1.00	Director	$0	$0	$0
TOM THOMSEN	EX-OFFICIO	1.00	Director	$0	$0	$0
MELISSA DIERS	EXECUTIVE DI	40.00	Officer	$102,507	$0	$102,507

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	No data	No data	No data	No data
2024	$5,271,644	$3,845,724	$30,996,119	$1,425,920
2023	$3,451,152	$3,936,588	$27,877,118	$-485,436
2022	$4,891,897	$2,108,208	$27,040,701	$2,783,689
2021	$3,888,897	$3,004,130	$29,083,237	$884,767
2020	$4,076,702	$2,499,855	$23,632,981	$1,576,847
2019	$3,628,944	$2,289,460	$21,814,496	$1,339,484

FREMONT AREA COMMUNITY FOUNDATION