MARSHFIELD AREA COMMUNITY FOUNDATION INC (EIN 473441083) - 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

2016

Legal Domicile

Principal Officer

KAELIE GOMEZ

Phone

7153849029

Tax Period

2024-01-01 to 2024-12-31

MARSHFIELD AREA COMMUNITY FOUNDATION INC, founded in 2016, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.6M in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.8M, a strong 61% operating margin.

Mission

CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER TO ENRICH THE QUALITY OF LIFE IN THE MARSHFIELD 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 (2024)

Revenue Breakdown

Contributions & Grants $3,616,132

Program Service Revenue $0

Investment Income $934,744

Other Revenue $4,353

TOTAL REVENUE $4,555,229

Expense Breakdown

Grants Paid $1,456,153

Salaries & Benefits $151,522

Fundraising Expenses $25,533

Program Expenses $1,565,753

Other Expenses $176,659

TOTAL EXPENSES $1,784,334

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,555,229	$2,728,752	+0.7%
Expenses	$1,784,334	$2,035,917	-0.1%
Net Income	$2,770,895	$692,835	+3.0%

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

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

$75,235

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR BRIAN PARKER	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN CASPERSON	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DR RYAN CHRISTIANSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
LORI GROPP	TREASURER	1.00	Officer Director	$0	$0	$0
LORI BELONGIA	SECRETARY	1.00	Officer Director	$0	$0	$0
BEN BAUER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DAMERELL	DIRECTOR	1.00	Director	$0	$0	$0
TONY INIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
TERRY FRANKLAND	DIRECTOR	1.00	Director	$0	$0	$0
DR ALEX LENDVED	DIRECTOR	1.00	Director	$0	$0	$0
DR RACHEL STANKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
DR ANTHONY ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS KUMM	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN SCHULEIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STACEY SCHULTZ	EXECUTIVE DIRECTOR (LEFT IN 2024)	40.00	Officer	$52,728	$1,738	$54,466
KAELIE GOMEZ	EXECUTIVE DIRECTOR	40.00	Officer	$20,769	$0	$20,769

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	$4,555,229	$1,784,334	$19,195,889	$2,770,895
2023	$2,728,752	$2,035,917	$15,813,441	$692,835
2022	$1,573,479	$1,972,737	$13,640,166	$-399,258
2021	$4,290,484	$2,886,023	$16,552,602	$1,404,461
2020	$3,806,780	$5,061,750	$14,602,940	$-1,254,970
2019	$2,076,086	$4,377,314	$14,667,141	$-2,301,228
2018	$4,737,300	$2,946,806	$16,020,550	$1,790,494

MARSHFIELD AREA COMMUNITY FOUNDATION INC