BLUE GRASS COMMUNITY FOUNDATION INC (EIN 616053466) - 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

1967

Legal Domicile

Principal Officer

LISA ADKINS

Phone

8592253343

Tax Period

2022-07-01 to 2023-06-30

BLUE GRASS COMMUNITY FOUNDATION INC, founded in 1967, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $57.2M in total revenue in fiscal year 2022. The organization ran a surplus of $29.3M, a strong 51% operating margin.

Mission

ESTABLISHED IN 1967, BLUE GRASS COMMUNITY FOUNDATION'S MISSION IS TO IMPROVE THE QUALITY OF LIFE IN THE BLUEGRASS REGION BY INCREASING CHARITABLE GIVING AND LEADING ON CRITICAL COMMUNITY ISSUES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $46,563,896

Program Service Revenue $2,496,511

Investment Income $8,094,633

Other Revenue $4,582

TOTAL REVENUE $57,159,622

Expense Breakdown

Grants Paid $22,750,097

Salaries & Benefits $1,467,111

Fundraising Expenses $237,723

Program Expenses $26,586,070

Other Expenses $3,635,868

TOTAL EXPENSES $27,853,076

Year-over-Year Comparison

	2022	2021	Change
Revenue	$57,159,622	$57,304,796	0.0%
Expenses	$27,853,076	$21,286,267	+0.3%
Net Income	$29,306,546	$36,018,529	-0.2%

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

$427,290

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIFFANY DANIELS	DIRECTOR	1.00	Director	$0	$0	$0
NOA GIMELLI	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA GROSSL	DIRECTOR	1.00	Director	$0	$0	$0
LISA HIGGINS-HORD	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN KRAUSS	DIRECTOR	1.00	Director	$0	$0	$0
DARYL LOVE	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA MOORS-CHARLES	DIRECTOR	1.00	Director	$0	$0	$0
WALTER MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
DREW RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
ART SALOMON	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE SHAFFAR	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY B THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDY REYNOLDS	CHAIR	5.00	Officer Director	$0	$0	$0
MICHELLE HOLLINGSHEAD	VICE CHAIR	5.00	Officer Director	$0	$0	$0
SALVADOR SANCHEZ	SECRETARY	5.00	Officer Director	$0	$0	$0
BILL ALVERSON	TREASURER	5.00	Officer Director	$0	$0	$0
CAROLYN F PURCELL	SCHOLARSHIPS CHAIR	5.00	Officer Director	$0	$0	$0
FRAN TAYLOR	PAST BOARD CHAIR	5.00	Officer Director	$0	$0	$0
LISA ADKINS	PRESIDENT/CEO	40.00	Officer	$234,516	$24,092	$258,608
BRIAN DINEEN	VP OF FINANCE & ADMINISTRA	40.00	Officer	$146,234	$22,448	$168,682

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$57,159,622	$27,853,076	$223,373,063	$29,306,546
2022	$57,304,796	$21,286,267	$187,166,931	$36,018,529
2021	$32,891,839	$20,482,232	$180,680,895	$12,409,607
2020	$24,051,212	$20,947,075	$132,271,880	$3,104,137
2019	$25,053,536	$14,053,245	$137,909,823	$11,000,291
2018	$31,883,163	$15,182,451	$126,725,630	$16,700,712

BLUE GRASS COMMUNITY FOUNDATION INC