NELSON COUNTY COMMUNITY DEVELOPMENT FOUNDATION (EIN 541509522) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

MARGARET CLAIR

Phone

4342638074

Tax Period

2024-07-01 to 2025-06-30

NELSON COUNTY COMMUNITY DEVELOPMENT FOUNDATION is a small nonprofit that reported $437K in total revenue in fiscal year 2017. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $396K left a modest 9% surplus.

Mission

TO FOSTER AND PROMOTE COMMUNITY DEVELOPMENT THAT PRIMARILY BENEFITS LOW- TO MID-INCOME CITIZENS OF NELSON COUNTY WITH HOUSING, HEALTH, WATER AND WASTEWATER, EDUCATION AND ECONOMIC DEVELOPMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $718,721

Program Service Revenue $64,474

Investment Income $3,567

Other Revenue $61,345

TOTAL REVENUE $848,107

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,614

Fundraising Expenses $5,696

Program Expenses $465,387

Other Expenses $413,867

TOTAL EXPENSES $563,481

Year-over-Year Comparison

	2024	2023	Change
Revenue	$848,107	$767,416	+0.1%
Expenses	$563,481	$571,458	0.0%
Net Income	$284,626	$195,958	+0.5%

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

$79,176

Total Directors

$79,176

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET CLAIR	EXECUTIVE DIRECTOR	45.00	Officer Director	$79,176	$0	$79,176
NORA SCOTT	DIRECTOR	3.00	Director	$0	$0	$0
PEGGY WHITEHEAD	SECRETARY	3.00	Director	$0	$0	$0
CONNIE BRENNAN	DIRECTOR	3.00	Director	$0	$0	$0
SHARON HUDSON	DIRECTOR	3.00	Director	$0	$0	$0
STEVE STOKES	DIRECTOR	3.00	Director	$0	$0	$0
WOODY GREENBERG	VICE PRESIDENT	3.00	Officer	$0	$0	$0
VINCENT VALENTINO	PRESIDENT	3.00	Officer	$0	$0	$0
VICTOR MONTI	TREASURER	3.00	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
2025	$848,107	$563,481	$3,385,968	$284,626
2023	$606,016	$676,984	$2,854,700	$-70,968
2023	No data	No data	No data	No data
2022	$753,692	$647,224	$2,925,459	$106,468
2022	$553,692	$647,224	$2,925,459	$-93,532
2022	$579,687	$493,976	$3,085,124	$85,711
2021	$466,239	$520,472	$2,805,111	$-54,233
2020	$432,125	$482,449	$2,945,202	$-50,324
2019	$379,162	$454,587	$2,988,095	$-75,425
2018	$436,686	$396,331	$2,990,669	$40,355

NELSON COUNTY COMMUNITY DEVELOPMENT FOUNDATION