COMMUNITY FOUNDATION OF ABILENE (EIN 752045832) - 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

1985

Legal Domicile

Principal Officer

KATIE ALFORD

Phone

3256763883

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY FOUNDATION OF ABILENE, founded in 1985, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $36.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $31.3M left a modest 13% surplus.

Mission

THE COMMUNITY FOUNDATION OF ABILENE EMPOWERS PEOPLE TO MAKE A LASTING CHARITABLE IMPACT ON OUR COMMUNITY. WE CONNECT DONORS TO CAUSES THEY CARE ABOUT, MANAGE STRATEGIC INVESTMENTS TO PRESERVE OUR ENDOWMENTS, MAKE GRANTS THAT ALIGN WITH DONOR INTENT, RESPOND TO COMMUNITY NEEDS AND PROVIDE PHILANTHROPIC LEADERSHIP TO ENHANCE ABILENE'S FUTURE, TODAY.

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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 $25,469,460

Program Service Revenue $0

Investment Income $8,307,284

Other Revenue $2,311,945

TOTAL REVENUE $36,088,689

Expense Breakdown

Grants Paid $28,764,370

Salaries & Benefits $1,063,476

Fundraising Expenses $491,182

Program Expenses $29,256,852

Other Expenses $1,492,635

TOTAL EXPENSES $31,320,481

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,088,689	$30,555,422	+0.2%
Expenses	$31,320,481	$21,398,661	+0.5%
Net Income	$4,768,208	$9,156,761	-0.5%

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

249

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

$277,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON BUTLER	MEMBER	1.00	Director	$0	$0	$0
JASON HALL	MEMBER	1.00	Director	$0	$0	$0
MELODY HUNT	MEMBER	1.00	Director	$0	$0	$0
DAVID MCQUEEN	MEMBER	1.00	Director	$0	$0	$0
IAN NICKERSON	MEMBER	1.00	Director	$0	$0	$0
BRANDON OSBORNE	MEMBER	1.00	Director	$0	$0	$0
ALLISON PADON	MEMBER	1.00	Director	$0	$0	$0
SUE SCHACKMUTH	MEMBER	1.00	Director	$0	$0	$0
GUSTAVO VILLANUEVA	MEMBER	1.00	Director	$0	$0	$0
LIZ WAGSTAFF	MEMBER	1.00	Director	$0	$0	$0
SAM VINSON	CHAIRMAN	2.00	Officer Director	$0	$0	$0
CAROLYN BECKHAM	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
KELLY CANNON	SECRETARY	1.00	Officer Director	$0	$0	$0
GEOFF HANEY	TREASURER	1.00	Officer Director	$0	$0	$0
LEE HAMPTON	MEMBER-AT-LARGE	1.00	Officer Director	$0	$0	$0
KATIE ALFORD	PRESIDENT/CEO	40.00	Officer	$262,500	$14,700	$277,200

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	$36,088,689	$31,320,481	$219,779,026	$4,768,208
2024	$30,555,422	$21,398,661	$204,338,056	$9,156,761
2023	$25,026,374	$20,220,880	$185,385,204	$4,805,494
2022	$40,559,088	$17,431,146	$173,679,067	$23,127,942
2021	$22,340,541	$14,909,402	$180,164,059	$7,431,139
2020	$15,269,593	$10,352,700	$138,667,981	$4,916,893
2019	$21,213,647	$11,608,007	$137,955,258	$9,605,640
2018	$17,799,566	$7,990,152	$127,584,829	$9,809,414

COMMUNITY FOUNDATION OF ABILENE