THE GREATER KANAWHA VALLEY FOUNDATION (EIN 556024430) - 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

1962

Legal Domicile

Principal Officer

MICHELLE FOSTER

Phone

3043463620

Tax Period

2023-01-01 to 2023-12-31

THE GREATER KANAWHA VALLEY FOUNDATION, founded in 1962, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $26.8M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $9.6M, a strong 36% operating margin.

Mission

THE GREATER KANAWHA VALLEY FOUNDATION IS A PHILANTHROPIC LEADER THAT HELPS DONORS, NONPROFITS, AND OTHER COLLABORATIVE PARTNERS STRENGTHEN OUR COMMUNITY SO ALL OF THE PEOPLE AND PLACES WE SERVE HAVE THE OPPORTUNITY TO THRIVE.

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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 $16,990,044

Program Service Revenue $0

Investment Income $9,765,139

Other Revenue $91,937

TOTAL REVENUE $26,847,120

Expense Breakdown

Grants Paid $14,116,484

Salaries & Benefits $1,643,643

Fundraising Expenses $228,669

Program Expenses $15,255,543

Other Expenses $1,475,389

TOTAL EXPENSES $17,235,516

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,847,120	$30,306,337	-0.1%
Expenses	$17,235,516	$15,580,560	+0.1%
Net Income	$9,611,604	$14,725,777	-0.3%

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

$440,470

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD MOUNT	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT O ORDERS	CHAIR	1.00	Officer Director	$0	$0	$0
DICKINSON GOULD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DR JASON CASTLE	TRUSTEE	1.00	Director	$0	$0	$0
DEBRA SULLIVAN	TRUSTEE	1.00	Director	$0	$0	$0
DALE CLOWSER	TRUSTEE	1.00	Director	$0	$0	$0
SARAH ELLIS	TRUSTEE	1.00	Director	$0	$0	$0
LEAH GLOVER	TRUSTEE	1.00	Director	$0	$0	$0
DEBBIE SINK	TREASURER	1.00	Officer Director	$0	$0	$0
TED ARMBRECHT III	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN SHUMATE	TRUSTEE	1.00	Director	$0	$0	$0
WILL CARTER	SECRETARY	1.00	Officer Director	$0	$0	$0
GEORGETTE GEORGE	TRUSTEE	1.00	Director	$0	$0	$0
ANDY YOUNG	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE FOSTER	PRESIDENT AND CEO	40.00	Officer	$225,936	$33,694	$259,630
KRISTIN MOUNTS	CHIEF FINANCIAL OFFICER	40.00	Officer	$155,090	$25,750	$180,840

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	No data	No data	No data	No data
2023	$26,847,120	$17,235,516	$323,222,194	$9,611,604
2022	$30,306,337	$15,580,560	$289,541,462	$14,725,777
2021	$27,972,481	$15,314,704	$329,426,372	$12,657,777
2020	$15,850,017	$17,027,285	$304,704,868	$-1,177,268
2019	$15,541,268	$14,179,620	$265,698,298	$1,361,648
2018	$17,336,428	$10,957,538	$225,298,311	$6,378,890

THE GREATER KANAWHA VALLEY FOUNDATION