COMMUNITY FOUNDATION OF JACKSON HOLE (EIN 830308856) - 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

1994

Legal Domicile

Principal Officer

LAURIE ANDREWS

Phone

3077391026

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION OF JACKSON HOLE, founded in 1994, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $53.1M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $49.0M left a modest 8% surplus.

Mission

TO IMPROVE LIVES THROUGH PHILANTHROPIC LEADERSHIP

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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 $49,784,881

Program Service Revenue $15,867

Investment Income $3,293,548

Other Revenue $53,139

TOTAL REVENUE $53,147,435

Expense Breakdown

Grants Paid $44,542,164

Salaries & Benefits $2,756,797

Fundraising Expenses $768,801

Program Expenses $47,008,928

Other Expenses $1,656,958

TOTAL EXPENSES $48,955,919

Year-over-Year Comparison

	2023	2022	Change
Revenue	$53,147,435	$59,674,419	-0.1%
Expenses	$48,955,919	$36,826,767	+0.3%
Net Income	$4,191,516	$22,847,652	-0.8%

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

Employees

Volunteers

500

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

$940,746

Total Directors

$92,625

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE O'HALLORAN	CHAIR	4.00	Officer Director	$0	$0	$0
DAVID LANDES	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BETTY ANDRIKOPOULOS	TREASURER	2.00	Officer Director	$0	$0	$0
JANE HOPKINS CAREY	SECRETARY	2.00	Officer Director	$0	$0	$0
DEIRDRE GRIFFITH	EXECUTIVE COMMITTEE MEMBER	2.00	Director	$0	$0	$0
MARCIA KUNSTEL	EXECUTIVE COMMITTEE MEMBER	2.00	Director	$0	$0	$0
JOHN LUMMIS	EXECUTIVE COMMITTEE MEMBER	2.00	Director	$0	$0	$0
STACEY MORSE	EXECUTIVE COMMITTEE MEMBER	2.00	Director	$0	$0	$0
JIMMY BARTZ	DIRECTOR	1.00	Director	$0	$0	$0
VAL BECK	DIRECTOR	1.00	Director	$0	$0	$0
LISA CARLIN	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY DAVENPORT	DIRECTOR	1.00	Director	$0	$0	$0
GREG GRICUS	DIRECTOR	1.00	Director	$0	$0	$0
LAURA HARRISON	DIRECTOR	1.00	Director	$0	$0	$92,625
VICTOR HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN MCCARRAGHER	DIRECTOR	1.00	Director	$0	$0	$0
MIRIAM MORILLON	DIRECTOR	1.00	Director	$0	$0	$0
DANIELA PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
JOEL REVILL	DIRECTOR	1.00	Director	$0	$0	$0
ANDY SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
TED STARYK	DIRECTOR	1.00	Director	$0	$0	$0
JANET WHITMIRE	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT PIERSON	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE ANDREWS	PRESIDENT	50.00	Officer	$372,513	$20,038	$392,551
ERIN LUSINS	CHIEF FINANCIAL OFFICER	50.00	Officer	$187,149	$6,903	$194,052
WILL SCHWARTZ	CHIEF OPERATING OFFICER	50.00	Officer	$173,317	$18,652	$191,969
ANNE BRADLEY	CHIEF MARKETING OFFICER	50.00	Officer	$139,903	$22,271	$162,174
ANNIE RIDDELL	DIRECTOR OF GRANTS & NONPROFIT OUTREACH	50.00	Highest	$116,495	$12,567	$129,062
KATE SCHELBE	BACKBONE LEADER OF TETON BEHAVIORAL HEALTH	50.00	Highest	$105,412	$12,339	$117,751
KELSEY BREHM	FINANCE OFFICER	50.00	Highest	$100,979	$11,607	$112,586

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	$53,147,435	$48,955,919	$132,225,686	$4,191,516
2022	$59,674,419	$36,826,767	$120,284,040	$22,847,652
2021	$47,502,372	$33,363,114	$113,990,661	$14,139,258
2020	$38,196,049	$34,321,080	$96,565,337	$3,874,969
2019	$33,731,724	$28,340,528	$85,390,182	$5,391,196
2018	$38,768,578	$25,172,790	$72,334,938	$13,595,788

COMMUNITY FOUNDATION OF JACKSON HOLE