CARBON COUNTY COMMUNITY FOUNDATION (EIN 475001962) - 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

SHARON ALEXANDER

Phone

6107302526

Tax Period

2023-07-01 to 2024-06-30

CARBON COUNTY COMMUNITY FOUNDATION, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $458K in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $409K left a modest 11% surplus.

Mission

TO ORGANIZE AND DISTRIBUTE PHILANTHROPIC DONATIONS FOR THE BETTERMENT OF CARBON COUNTY RESIDENTS

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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 $403,561

Program Service Revenue $0

Investment Income $38,696

Other Revenue $16,032

TOTAL REVENUE $458,289

Expense Breakdown

Grants Paid $290,189

Salaries & Benefits $0

Fundraising Expenses $50,618

Program Expenses $290,189

Other Expenses $119,282

TOTAL EXPENSES $409,471

Year-over-Year Comparison

	2023	2022	Change
Revenue	$458,289	$710,648	-0.4%
Expenses	$409,471	$331,178	+0.2%
Net Income	$48,818	$379,470	-0.9%

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

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
WILLIAM ALLISON	BOARD MEMBER	N/A	Director	$0	$0	$0
CHRISTOPHER ANTHONY	VICE CHAIR	N/A	Officer Director	$0	$0	$0
JOSEPH BENNETT	BOARD MEMBER	N/A	Director	$0	$0	$0
JAMES CHRISTMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
MARIANNE EISENHAUER	BOARD MEMEBE	N/A	Director	$0	$0	$0
MARK FLUDGATE	BOARD MEMBER	N/A	Director	$0	$0	$0
RICHARD FORGAY II	BOARD MEMBER	N/A	Director	$0	$0	$0
STEVE KRESGE	PRESIDENT	N/A	Officer Director	$0	$0	$0
JOSEPH MASTRIANI	TREASURER	N/A	Officer Director	$0	$0	$0
RICHARD NOTHSTEIN	BOARD MEMBER	N/A	Director	$0	$0	$0
STEVE OHL	SECRETARY	N/A	Officer Director	$0	$0	$0
SHARON ALEXANDER	CHIEF EXEC.	N/A	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
2024	$458,289	$409,471	$1,929,538	$48,818
2024	No data	No data	No data	No data
2023	$710,648	$331,178	$1,746,243	$379,470

CARBON COUNTY COMMUNITY FOUNDATION