FOUNDATION FOR THE TRI-STATE COMMUNITY INC (EIN 610729266) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

1972

Legal Domicile

Principal Officer

KATHRYN LAMP

Phone

6063243888

Tax Period

2023-01-01 to 2023-12-31

FOUNDATION FOR THE TRI-STATE COMMUNITY INC, founded in 1972, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $1.9M exceeded revenue, resulting in a 43% operating deficit.

Mission

THE FOUNDATION FOR THE TRI-STATE COMMUNITY, INC. IS A COMMUNITY FOUNDATION ESTABLISHED TO IMPROVE THE QUALITY OF LIFE IN THE TRI-STATE REGION OF KENTUCKY, OHIO AND WEST VIRGINIA, BY ENCOURAGING, RAISING, ADMINSTERING AND DISTRIBUTING GIFTS FOR CHARITABLE, CULTURAL, EDUCATIONAL AND SCIENTIFIC PURPOSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $752,439

Program Service Revenue $0

Investment Income $587,168

Other Revenue $0

TOTAL REVENUE $1,339,607

Expense Breakdown

Grants Paid $1,017,313

Salaries & Benefits $564,692

Fundraising Expenses $82,533

Program Expenses $1,116,999

Other Expenses $329,161

TOTAL EXPENSES $1,911,166

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,339,607	$2,799,253	-0.5%
Expenses	$1,911,166	$1,741,735	+0.1%
Net Income	$-571,559	$1,057,518	-1.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY WITTEN WISEMAN	CEO	N/A	Highest	$190,931	$30,728	$221,659
CHRISTINE ANDERSON	TRUSTEE	N/A	Director	$0	$0	$0
JOSH BLANTON	TRUSTEE	N/A	Director	$0	$0	$0
JANE BOYLIN	TRUSTEE	N/A	Director	$0	$0	$0
DONALD CAPPER	TRUSTEE	N/A	Director	$0	$0	$0
CHRISTEN FINLEY	TRUSTEE	N/A	Director	$0	$0	$0
MIKE HOBBS	TRUSTEE	N/A	Director	$0	$0	$0
SARA KLEIN	TRUSTEE	N/A	Director	$0	$0	$0
BENJAMIN MCGINNIS	TRUSTEE	N/A	Director	$0	$0	$0
MACKENZIE MORLEY	TRUSTEE	N/A	Director	$0	$0	$0
LEE OXLEY	CHAIRMAN	N/A	Officer Director	$0	$0	$0
EARNEST PITT	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
JODI ROWE-COLLINS	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
DIANE SHATTLS	TRUSTEE	N/A	Director	$0	$0	$0
VICTORIA SMITH	TRUSTEE	N/A	Director	$0	$0	$0
MARK STROTHER	TRUSTEE	N/A	Director	$0	$0	$0
LAURA SEWELL TIMBERLAKE	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
FRANK WARNOCK	TRUSTEE	N/A	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	$1,339,607	$1,911,166	$32,719,977	$-571,559
2022	$2,799,253	$1,741,735	$29,289,421	$1,057,518
2021	$3,348,561	$1,652,640	$35,453,152	$1,695,921
2020	$2,078,340	$2,036,815	$31,540,097	$41,525
2019	$2,423,778	$2,547,677	$28,273,024	$-123,899
2018	$2,083,409	$2,036,523	$24,338,938	$46,886

FOUNDATION FOR THE TRI-STATE COMMUNITY INC