CENTRAL KENTUCKY COMMUNITY FOUNDATION INC (EIN 616035002) - 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

1960

Legal Domicile

Principal Officer

DAVETTE SWINEY

Phone

2707378393

Tax Period

2023-01-01 to 2023-12-31

CENTRAL KENTUCKY COMMUNITY FOUNDATION INC, founded in 1960, is a community nonprofit in the Education sector that reported $4.8M in total revenue in fiscal year 2023. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 45% operating margin.

Mission

TO STRENGTHEN OUR REGION THROUGH INSPIRED PHILANTHROPY AND OUTSTANDING STEWARDSHIP.

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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 $3,358,719

Program Service Revenue $0

Investment Income $1,419,664

Other Revenue $29,333

TOTAL REVENUE $4,807,716

Expense Breakdown

Grants Paid $1,823,230

Salaries & Benefits $358,493

Fundraising Expenses $65,608

Program Expenses $2,201,220

Other Expenses $450,340

TOTAL EXPENSES $2,632,063

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,807,716	$2,653,552	+0.8%
Expenses	$2,632,063	$1,804,686	+0.5%
Net Income	$2,175,653	$848,866	+1.6%

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

351

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

$161,767

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSEY ALICNA	DIRECTOR	2.00	Director	$0	$0	$0
MATT HESS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS CARTER	VICE CHAIR/TREASURER	2.00	Director	$0	$0	$0
ANN CARNES DOUGLAS	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN HUMPHREY	SECRETARY	2.00	Director	$0	$0	$0
BETH LOCHMILLER	CHAIR	2.00	Director	$0	$0	$0
JOHN BEAVIN	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE SIZEMORE	DIRECTOR	1.00	Director	$0	$0	$0
GREG LEE	DIRECTOR	1.00	Director	$0	$0	$0
EMMET HOLLEY	DIRECTOR	1.00	Director	$0	$0	$0
TEHMINA HAIDER	DIRECTOR	1.00	Director	$0	$0	$0
DAKSHA MEHTA	DIRECTOR	1.00	Director	$0	$0	$0
DREW BALLARD	DIRECTOR	1.00	Director	$0	$0	$0
ED DURNIL	DIRECTOR	1.00	Director	$0	$0	$0
EARL WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
CLIFF FOWLER	DIRECTOR	1.00	Director	$0	$0	$0
JANNA CLARK	DIRECTOR	1.00	Director	$0	$0	$0
JAKE DARABOS	DIRECTOR	1.00	Director	$0	$0	$0
TOM HUSTEAD	DIRECTOR	1.00	Director	$0	$0	$0
DAVETTE SWINEY	PRESIDENT/CEO	40.00	Officer	$154,064	$7,703	$161,767

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	$4,807,716	$2,632,063	$36,054,935	$2,175,653
2022	$2,653,552	$1,804,686	$30,975,402	$848,866
2021	$4,762,142	$2,072,491	$36,852,157	$2,689,651
2020	$2,792,978	$1,525,822	$33,179,319	$1,267,156
2019	$3,800,630	$1,511,219	$29,567,634	$2,289,411
2018	$3,403,981	$6,397,040	$22,627,227	$-2,993,059

CENTRAL KENTUCKY COMMUNITY FOUNDATION INC