Community Foundation CDC Inc (EIN 562067827) - 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

1997

Legal Domicile

Principal Officer

Kathie Brantley

Phone

7047997641

Tax Period

2023-01-01 to 2023-12-31

Community Foundation CDC Inc, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $181K in total revenue in fiscal year 2023. The organization ran a surplus of $31K, a strong 17% operating margin.

Mission

The Organizations mission is to provide individuals and families a firm foundation through financial education, the encouragement of home ownership and to provide affordable housing to low and moderate income families through neighborhood revitalization and/or other community and economic development activities.

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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 $174,262

Program Service Revenue $0

Investment Income $0

Other Revenue $7,089

TOTAL REVENUE $181,351

Expense Breakdown

Grants Paid $0

Salaries & Benefits $104,587

Fundraising Expenses $3,990

Program Expenses $123,445

Other Expenses $45,493

TOTAL EXPENSES $150,080

Year-over-Year Comparison

	2023	2022	Change
Revenue	$181,351	$168,692	+0.1%
Expenses	$150,080	$122,381	+0.2%
Net Income	$31,271	$46,311	-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

$58,437

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathie Brantley	Executive Dir.	37.50	Officer	$55,028	$3,409	$58,437
Alan Guffy	President	1.00	Officer Director	$0	$0	$0
Carl Ruggerio	Member	1.00	Director	$0	$0	$0
Tommy Deweese	Member	1.00	Director	$0	$0	$0
Jimmy Gurley	Member	1.00	Director	$0	$0	$0
Paula Scruggs	Member	1.00	Director	$0	$0	$0
Carolyn White	Vice President	1.00	Officer Director	$0	$0	$0
Inetta Black	Secretary	1.00	Officer Director	$0	$0	$0
Brenda McKee	Treasurer	1.00	Officer Director	$0	$0	$0
Gene Steele	Member	1.00	Director	$0	$0	$0
Becca McSwain	Ex-Officio	1.00	Director	$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	No data	No data	No data	No data
2023	$181,351	$150,080	$763,790	$31,271
2022	$168,692	$122,381	$504,066	$46,311
2021	$222,351	$91,377	$459,499	$130,974
2018	$28,637	$59,801	$187,619	$-31,164

Community Foundation CDC Inc