TRIANGLE COMMUNITY FOUNDATION INC (EIN 561380796) - 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

1983

Legal Domicile

Principal Officer

LORI O'KEEFE

Phone

9194748370

Tax Period

2024-07-01 to 2025-06-30

TRIANGLE COMMUNITY FOUNDATION INC, founded in 1983, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $42.5M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $8.5M, a strong 20% operating margin.

Mission

TRIANGLE COMMUNITY FOUNDATION CONNECTS PHILANTHROPIC RESOURCES WITH COMMUNITY NEEDS, CREATES OPPORTUNITY FOR ENLIGHTENED CHANGES AND ENCOURAGES PHILANTHROPY AS A WAY OF LIFE.

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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 $25,963,208

Program Service Revenue $0

Investment Income $16,504,343

Other Revenue $77,995

TOTAL REVENUE $42,545,546

Expense Breakdown

Grants Paid $29,020,082

Salaries & Benefits $2,837,646

Fundraising Expenses $416,270

Program Expenses $30,742,369

Other Expenses $2,226,636

TOTAL EXPENSES $34,084,364

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,545,546	$45,442,603	-0.1%
Expenses	$34,084,364	$30,494,343	+0.1%
Net Income	$8,461,182	$14,948,260	-0.4%

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

$659,127

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA BALTER	CHAIR	0.50	Officer Director	$0	$0	$0
CRYSTAL GERMAN	VICE CHAIR	0.50	Officer Director	$0	$0	$0
CAROLINE ABBOTT	TREASURER	0.50	Officer Director	$0	$0	$0
VIJAH SHAH	SECRETARY	0.50	Officer Director	$0	$0	$0
ELIZABETH ARIAS	MEMBER	0.50	Director	$0	$0	$0
CREIGHTON BLACKWELL	MEMBER	0.50	Director	$0	$0	$0
MATT BULLARD	MEMBER	0.50	Director	$0	$0	$0
KEVIN DICK	MEMBER	0.50	Director	$0	$0	$0
RICK GUIRLINGER	MEMBER	0.50	Director	$0	$0	$0
LILYN HESTER	MEMBER	0.50	Director	$0	$0	$0
BERNARD HSU	MEMBER	0.50	Director	$0	$0	$0
LATOYA MONTAGUE	MEMBER	0.50	Director	$0	$0	$0
WAYNE MORGAN	MEMBER	0.50	Director	$0	$0	$0
RENEE PASCHAL	MEMBER	0.50	Director	$0	$0	$0
HILARY POLLAN	MEMBER	0.50	Director	$0	$0	$0
EVAN RALEIGH	MEMBER	0.50	Director	$0	$0	$0
PILAR ROCHA-GOLDBERG	MEMBER	0.50	Director	$0	$0	$0
LAURA VIRKLER	MEMBER	0.50	Director	$0	$0	$0
STELFANIE WILLIAMS	MEMBER	0.50	Director	$0	$0	$0
LATOYA KING	COO	40.00	Officer	$147,771	$25,743	$173,514
ROBERT NAYLOR	CFO	40.00	Officer	$183,507	$27,358	$210,865
LORI O'KEEFE	PRESIDENT & CEO	40.00	Officer	$232,553	$42,195	$274,748
SARAH GUIDI	DIRECTOR OF COMMUNITY ENG	40.00	Highest	$103,925	$11,851	$115,776
LINDSAY HARRELL	DIRECTOR OF FINANCE	40.00	Highest	$142,594	$20,136	$162,730
JENNIFER WELD	DIRECTOR OF MKTG & COMM	40.00	Highest	$106,110	$31,378	$137,488

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	$42,545,546	$34,084,364	$335,822,865	$8,461,182
2024	No data	No data	No data	No data
2023	$30,227,826	$31,644,448	$281,678,721	$-1,416,622
2022	$54,285,368	$35,493,570	$269,635,046	$18,791,798
2021	$28,260,487	$26,718,046	$302,593,887	$1,542,441
2020	$40,730,034	$32,699,705	$242,383,805	$8,030,329
2019	$23,158,542	$29,261,925	$238,147,636	$-6,103,383
2018	$45,534,952	$29,410,412	$243,987,009	$16,124,540

TRIANGLE COMMUNITY FOUNDATION INC