Community Foundation of Acadiana (EIN 721493023) - 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

2000

Legal Domicile

Principal Officer

Deiadra Garrett MD PHD

Phone

3377694840

Tax Period

2024-01-01 to 2024-12-31

Community Foundation of Acadiana, founded in 2000, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $31.7M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.9M, a strong 25% operating margin.

Mission

Community Foundation of Acadiana was created to improve the quality of life in our region. The Foundation achieves this goal by increasing charitable giving, creating meaningful and effective giving opportunities for our donors, and providing leadership in our region. These efforts are grounded in the belief that through philanthropy the Foundation can positively impact our community. The Foundation is committed to servicing and benefitting the geographic area of south-central Louisiana. It has positioned itself as a "tool" for individual donors, families and corporations to increase and enhance their charitable and philanthropic interests. It has also positioned itself as a "tool" for other entities (including local government entities) to help realize objectives and/or projects that may need an objective third party.

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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 $19,978,212

Program Service Revenue $1,338,744

Investment Income $10,337,487

Other Revenue $48,997

TOTAL REVENUE $31,703,440

Expense Breakdown

Grants Paid $19,575,230

Salaries & Benefits $996,072

Fundraising Expenses $0

Program Expenses $21,716,040

Other Expenses $3,183,884

TOTAL EXPENSES $23,755,186

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,703,440	$22,874,469	+0.4%
Expenses	$23,755,186	$18,001,684	+0.3%
Net Income	$7,948,254	$4,872,785	+0.6%

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

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

$244,348

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Clay Darnall	Past Chair	2.00	Officer Director	$0	$0	$0
Jim Doyle	Director	1.00	Director	$0	$0	$0
Allyson Pharr	Director	1.00	Director	$0	$0	$0
Wayne Phillips	Director	1.00	Director	$0	$0	$0
Elena Knezek	Director	1.00	Director	$0	$0	$0
Ian Macdonald	Vice Chair	2.00	Officer Director	$0	$0	$0
Mary Leach Werner	Director	1.00	Director	$0	$0	$0
Deiadra Garrett MD PHD	Chair	2.00	Officer Director	$0	$0	$0
Randy Prather	Director	1.00	Director	$0	$0	$0
Marie Centanni	Director	1.00	Director	$0	$0	$0
Grant Guillotte	Director	1.00	Director	$0	$0	$0
Casey Hoyt	Director	1.00	Director	$0	$0	$0
Mark Musso	Director	1.00	Director	$0	$0	$0
Chris Rader	Secretary/Treasurer	2.00	Officer Director	$0	$0	$0
William Rucks	Director	1.00	Director	$0	$0	$0
Rob Eddy	Director	1.00	Director	$0	$0	$0
EJ Krampe	Director	1.00	Director	$0	$0	$0
Shelly Cestia	Director	1.00	Director	$0	$0	$0
Karen King	Director	1.00	Director	$0	$0	$0
Joe Spell	Director	1.00	Director	$0	$0	$0
Missy Andrade	CEO	38.00	Officer	$226,162	$18,186	$244,348

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	$31,703,440	$23,755,186	$183,519,760	$7,948,254
2023	$22,874,469	$18,001,684	$168,320,050	$4,872,785
2022	$32,291,449	$15,985,340	$148,594,814	$16,306,109
2021	$32,964,309	$16,401,209	$154,976,502	$16,563,100
2020	$32,149,628	$16,516,593	$130,404,309	$15,633,035
2019	$18,601,008	$13,029,437	$105,266,175	$5,571,571
2018	$24,561,228	$26,837,111	$92,595,912	$-2,275,883

Community Foundation of Acadiana