Community Foundation of Lafayette (EIN 800022897) - 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

1999

Legal Domicile

Principal Officer

Cheryl Noll

Phone

9253307722

Tax Period

2023-01-01 to 2023-12-31

Community Foundation of Lafayette, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $153K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $203K exceeded revenue, resulting in a 33% operating deficit.

Mission

The Community Foundation of Lafayette helps connect generous and dedicated donors with local causes by supporting nonprofits, programs and projects that promote and enhance the civic, cultural, educational and general well-being of Lafayette and surrounding communities.

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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 $156,376

Program Service Revenue $0

Investment Income $1,943

Other Revenue $-5,468

TOTAL REVENUE $152,851

Expense Breakdown

Grants Paid $155,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,407

Other Expenses $48,327

TOTAL EXPENSES $203,327

Year-over-Year Comparison

	2023	2022	Change
Revenue	$152,851	$307,810	-0.5%
Expenses	$203,327	$265,776	-0.2%
Net Income	$-50,476	$42,034	-2.2%

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

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
Cheryl Noll	Chairman	3.00	Officer Director	$0	$0	$0
Ann Appert	Secretary	2.00	Officer Director	$0	$0	$0
Carol Fedrighi	Governance	2.00	Officer Director	$0	$0	$0
Rachel Browne	Treasurer	4.00	Officer Director	$0	$0	$0
Michele Sahar	Asst Treasurer	2.00	Officer Director	$0	$0	$0
Mary Newman	Development	4.00	Officer Director	$0	$0	$0
Diane Barbera	Projects	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
2024	No data	No data	No data	No data
2023	$152,851	$203,327	$190,726	$-50,476
2022	$307,810	$265,776	$228,272	$42,034

Community Foundation of Lafayette