NATIONAL COMMUNITY FOUNDATION (EIN 770552067) - 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

2004

Legal Domicile

Principal Officer

BRUCE BIGELOW

Phone

4103772170

Tax Period

2023-01-01 to 2023-12-31

NATIONAL COMMUNITY FOUNDATION, founded in 2004, is a small nonprofit in the Religion sector that reported $978K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $297K, a strong 30% operating margin.

Mission

NATIONAL COMMUNITY FOUNDATION SHALL CARRY OUT ITS PURPOSES AS A COMMUNITY FOUNDATION WITHIN THE MEANING OF TREASURY REGULATION SECTION 1.170A-9(F)(10).

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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 $388,548

Program Service Revenue $0

Investment Income $432,094

Other Revenue $157,622

TOTAL REVENUE $978,264

Expense Breakdown

Grants Paid $504,298

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $504,298

Other Expenses $177,123

TOTAL EXPENSES $681,421

Year-over-Year Comparison

	2023	2022	Change
Revenue	$978,264	$851,464	+0.1%
Expenses	$681,421	$2,658,608	-0.7%
Net Income	$296,843	$-1,807,144	-1.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	10.00		$0	$0	$0
BRUCE BIGELOW	PRESIDENT	1.00	Officer	$0	$0	$0
DAVID THOROUGHMAN	VICE PRESIDENT	1.00	Officer	$0	$0	$0
EMANUEL J KALLINA II	TREASURER	10.00	Officer	$0	$0	$0
EDWARD G LINK JR	SECRETARY	1.00	Officer	$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
2024	No data	No data	No data	No data
2023	$978,264	$681,421	$6,794,345	$296,843
2022	$851,464	$2,658,608	$6,531,451	$-1,807,144
2021	$1,141,267	$1,520,098	$8,743,100	$-378,831
2020	$2,267,301	$719,743	$9,120,894	$1,547,558

NATIONAL COMMUNITY FOUNDATION