COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA (EIN 721508036) - 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

2001

Legal Domicile

Principal Officer

JON MANNS

Phone

3374916688

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.3M in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 51% operating margin.

Mission

THE COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA UNITES HUMAN AND FINANCIAL RESOURCES TO EFFECT PERMANENT, POSITIVE, CULTURE CHANGE.

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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 $3,180,650

Program Service Revenue $0

Investment Income $2,175,328

Other Revenue $-14,002

TOTAL REVENUE $5,341,976

Expense Breakdown

Grants Paid $1,779,245

Salaries & Benefits $322,487

Fundraising Expenses $55,934

Program Expenses $2,292,159

Other Expenses $506,322

TOTAL EXPENSES $2,608,054

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,341,976	$3,054,710	+0.7%
Expenses	$2,608,054	$4,627,181	-0.4%
Net Income	$2,733,922	$-1,572,471	-2.7%

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

$118,355

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM ROCK	CHAIR	1.00	Officer Director	$0	$0	$0
GLENN PUMPELLY	TREASURER	1.00	Officer Director	$0	$0	$0
LEE BOYER	DIRECTOR	1.00	Director	$0	$0	$0
KAREN CHAMBERLAIN	DIRECTOR	1.00	Director	$0	$0	$0
MATT FELDER	DIRECTOR	1.00	Director	$0	$0	$0
CARLY LEONARDS	DIRECTOR	1.00	Director	$0	$0	$0
CLAIR MARCEAUX	DIRECTOR	1.00	Director	$0	$0	$0
JULIE MILLER	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE MONCRIEF	DIRECTOR	1.00	Director	$0	$0	$0
WILLIE MOUNT	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA QUEENAN	DIRECTOR	1.00	Director	$0	$0	$0
MARSHALL SIMIEN	DIRECTOR	1.00	Director	$0	$0	$0
OWEN THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
TROY TRAHAN	DIRECTOR	1.00	Director	$0	$0	$0
SARA JUDSON	PRESIDENT/CEO	40.00	Officer	$118,355	$0	$118,355

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	$5,341,976	$2,608,054	$37,190,285	$2,733,922
2022	$3,054,710	$4,627,181	$33,942,513	$-1,572,471
2021	$6,598,641	$3,469,107	$38,850,860	$3,129,534
2020	$11,590,461	$4,378,267	$31,473,938	$7,212,194
2019	$3,534,763	$2,835,749	$22,288,301	$699,014
2018	$4,308,008	$2,402,989	$19,555,057	$1,905,019

COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA