SHENANDOAH COMMUNITY FOUNDATION (EIN 541963011) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

JERRY A GERMROTH

Phone

5404651444

Tax Period

2025-01-01 to 2025-12-31

SHENANDOAH COMMUNITY FOUNDATION, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2020. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $763K, a strong 64% operating margin.

Mission

THE FOUNDATION PROMOTES LONG-TERM GIVING IN SHENANDOAH COUNTY AND SURROUNDING AREAS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $869,089

Program Service Revenue $0

Investment Income $500,462

Other Revenue $-3,719

TOTAL REVENUE $1,365,832

Expense Breakdown

Grants Paid $570,986

Salaries & Benefits $178,833

Fundraising Expenses $30,902

Program Expenses $646,589

Other Expenses $111,981

TOTAL EXPENSES $861,800

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,365,832	$2,025,605	-0.3%
Expenses	$861,800	$880,131	0.0%
Net Income	$504,032	$1,145,474	-0.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$97,667

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID JONES	DIRECTOR	3.00	Director	$0	$0	$0
KATHERINE MORRISON	SECRETARY AND DIRECTOR	2.00	Officer Director	$0	$0	$0
KEVIN FINKS	TREASURER AND DIREC	2.00	Officer Director	$0	$0	$0
SHARON BARONCELLI	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY BUTTERFIELD	DIRECTOR	3.00	Director	$0	$0	$0
JENNA FRENCH	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS DYSART	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JERRY GERMROTH	PRESIDENT	3.00	Officer Director	$0	$0	$0
JAMIE BAISDEN	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL SMITH	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL LOGAN	DIRECTOR	2.00	Director	$0	$0	$0
FREDERIC HOERR	DIRECTOR	3.00	Director	$0	$0	$0
REBECCA STICKLEY	EXECUTIVE DIRECTOR	40.00	Officer	$97,667	$0	$97,667

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	$1,365,832	$861,800	$11,841,419	$504,032
2024	$2,025,605	$880,131	$10,281,768	$1,145,474
2023	$1,799,786	$523,422	$8,809,597	$1,276,364
2022	$2,336,159	$1,087,379	$6,824,112	$1,248,780
2021	$1,500,997	$479,014	$7,937,445	$1,021,983
2020	$1,196,681	$433,381	$6,463,560	$763,300

SHENANDOAH COMMUNITY FOUNDATION