CITIZENS FOUNDATION (EIN 481112955) - 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

1991

Legal Domicile

Phone

7854627511

Tax Period

2024-01-01 to 2024-12-31

CITIZENS FOUNDATION, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $398K in total revenue in fiscal year 2024. The organization ran a surplus of $223K, a strong 56% operating margin.

Mission

FUNDRAISING FOR THE BENEFIT OF CITIZENS MEDICAL CENTER, INC.

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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 $291,381

Program Service Revenue $0

Investment Income $19,385

Other Revenue $87,108

TOTAL REVENUE $397,874

Expense Breakdown

Grants Paid $140,945

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $175,014

Other Expenses $34,069

TOTAL EXPENSES $175,014

Year-over-Year Comparison

	2024	2023	Change
Revenue	$397,874	$404,793	0.0%
Expenses	$175,014	$2,268,769	-0.9%
Net Income	$222,860	$-1,863,976	-1.1%

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
JL EVINS	DIRECTOR/TREASURER	1.0	Officer Director	$0	$0	$0
LANA JOHNSON	DIRECTOR/SECRETARY	1.0	Officer Director	$0	$0	$0
PAT MALLORY	DIRECTOR/CHAIR	1.0	Officer Director	$0	$0	$0
RANDY WILSON	DIRECTOR/VICE CHAIR	1.0	Officer Director	$0	$0	$0
JAYSON WOOFTER	DIRECTOR	1.0	Director	$0	$0	$0
JODY METCALF	DIRECTOR	1.0	Director	$0	$0	$0
DAVID MCCORKLE	CMCI CEO	1.0	Officer	$0	$0	$0
RYAN STOVER	CMCI CFO	1.0	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	$397,874	$175,014	$1,171,082	$222,860
2023	$404,793	$2,268,769	$948,260	$-1,863,976
2022	$602,088	$414,440	$2,814,508	$187,648
2021	$394,441	$54,540	$2,923,107	$339,901
2020	$172,795	$22,777	$2,370,969	$150,018
2019	$296,867	$407,843	$2,051,801	$-110,976
2018	$100,333	$28,914	$1,938,927	$71,419

CITIZENS FOUNDATION