FILLMORE COUNTY FOUNDATION INC C/O… - Form 990 Financial Data

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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

1983

Legal Domicile

Principal Officer

SCOTT OLIVA

Phone

4027593114

Tax Period

2023-01-01 to 2023-12-31

FILLMORE COUNTY FOUNDATION INC C/O HEARTLAND BANK TRUST DEPT, founded in 1983, is a small nonprofit that reported $709K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Net assets of $7.9M represent 134 months of operating reserves.

Mission

FILLMORE COUNTY FOUNDATION IS DEDICATED TO THE FUTURE, HONORING THE PIONEER SPIRIT, BY ENCOURAGING DONATIONS FOR SOCIAL, CULTURAL, AND EDUCATIONAL PROGRESS IN FILLMORE COUNTY.

Program Service Accomplishments

Program 1

Expenses: $185,651 Revenue: $240,829

EARL & JESSIE WILKINS FUNDTHIS PROGRAM PROVIDED $185,651 IN DONATIONS TO VARIOUS LOCAL FOUNDATIONS AND CHARITABLE ORGANIZATIONS TO SUPPORT THEIR GENERAL OPERATIONS.

Program 2

Expenses: $199,901 Revenue: $170,836

VETERANS MEMORIAL PARKTHIS FUND PROVIDED $199,901 IN DISTRIBUTIONS FOR CHARITABLE PURPOSES FOR THE BENEFIT OF LOCAL COMMUNITIES AND THEIR MEMENTOS IN HONORING VETERANS OF THE UNITED STATES.

Program 3

Expenses: $50,687 Revenue: $8,616

GENEVA SENIOR CENTERTHIS FUND PROVIDED $50,687 IN DISTRIBUTIONS FOR CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY OF GENEVA'S SENIOR CENTER.

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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 $404,727

Program Service Revenue $0

Investment Income $206,413

Other Revenue $97,665

TOTAL REVENUE $708,805

Expense Breakdown

Grants Paid $665,884

Salaries & Benefits $21,791

Fundraising Expenses $0

Program Expenses $665,884

Other Expenses $49,034

TOTAL EXPENSES $736,709

Year-over-Year Comparison

	2023	2022	Change
Revenue	$708,805	$616,054	+0.2%
Expenses	$736,709	$513,807	+0.4%
Net Income	$-27,904	$102,247	-1.3%

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
SCOTT OLIVIA	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
WANDA MOSES	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
LUCAS SWARTZENDRUBER	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
PAUL SHEFFIELD	DIRECTOR	1.00	Director	$0	$0	$0
LYNN MUSSMAN	DIRECTOR	1.00	Director	$0	$0	$0
GERALD SLEZAK	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY BETKA-MAGER	DIRECTOR	1.00	Director	$0	$0	$0
MARY LOU VOSSLER	DIRECTOR	1.00	Director	$0	$0	$0
SHAUN FARMER	DIRECTOR	1.00	Director	$0	$0	$0
WADE WALTERS	DIRECTOR	1.00	Director	$0	$0	$0
HOLLI LOVEGROVE	DIRECTOR	1.00	Director	$0	$0	$0
KRISTI MOST	DIRECTOR	1.00	Director	$0	$0	$0
DOUG TUREK	DIRECTOR	1.00	Director	$0	$0	$0
STANLEY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
RENE BARNEY	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
FRANK HEINISCH	DIRECTOR	1.00	Director	$0	$0	$0
ERIC JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
VICKI OZENBAUGH	DIRECTOR	1.00	Director	$0	$0	$0
APRIL SCHWARZ	DIRECTOR	1.00	Director	$0	$0	$0
JEFF SPIEHS	DIRECTOR	1.00	Director	$0	$0	$0
KYLE SVEC	DIRECTOR	1.00	Director	$0	$0	$0
CAROL CAPEK	DIRECTOR	1.00	Director	$0	$0	$0
MARILYN NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY SALMON	DIRECTOR	1.00	Director	$0	$0	$0
N/A	TRUSTEE	1.00		$0	$21,791	$21,791

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	No data	No data	No data	No data
2023	$708,805	$736,709	$7,923,311	$-27,904
2022	$616,054	$513,807	$7,388,172	$102,247
2021	$334,093	$420,710	$8,051,317	$-86,617
2020	$444,500	$332,833	$7,258,924	$111,667
2019	$405,785	$334,996	$6,865,479	$70,789
2018	$430,254	$315,771	$6,189,494	$114,483

FILLMORE COUNTY FOUNDATION INC C/O HEARTLAND BANK TRUST DEPT