Community Investment Fund (EIN 731640662) - 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

2003

Legal Domicile

Principal Officer

Keven Burnett

Phone

3033880724

Tax Period

2023-05-01 to 2024-04-30

Community Investment Fund, founded in 2003, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 19% operating deficit.

Mission

Maintain and enforce affordable housing requirements

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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 $1,132,738

Program Service Revenue $0

Investment Income $1,818

Other Revenue $0

TOTAL REVENUE $1,134,556

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,355,683

Other Expenses $1,355,683

TOTAL EXPENSES $1,355,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,134,556	$1,723,183	-0.3%
Expenses	$1,355,683	$1,440,832	-0.1%
Net Income	$-221,127	$282,351	-1.8%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Fennelly	Boardmember	2.00	Officer Director	$0	$0	$0
Tammy Halloway	Boardmember	2.00	Officer Director	$0	$0	$0
Keven Burnett	Boardmember	2.00	Officer 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
2025	No data	No data	No data	No data
2024	$1,134,556	$1,355,683	No data	$-221,127
2023	$1,723,183	$1,440,832	No data	$282,351
2022	$3,467,524	$3,466,113	No data	$1,411
2021	$1,533,684	$1,625,403	No data	$-91,719
2020	$1,627,899	$1,394,877	No data	$233,022
2018	$1,426,479	$1,738,744	$153,100	$-312,265

Community Investment Fund