COMMUNITY FOUNDATION DONOR DIRECTED FUND (EIN 830313321) - 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

1995

Legal Domicile

Phone

3077391026

Tax Period

2018-01-01 to 2018-12-31

COMMUNITY FOUNDATION DONOR DIRECTED FUND, founded in 1995, is a micro nonprofit that reported $31K in total revenue in fiscal year 2018. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $356K exceeded revenue, resulting in a 1036% operating deficit.

Mission

TO IMPROVE THE WELFARE OF THE WORLD AROUND US BY INSPIRING AND MOBILIZING OUR COMMUNITY AND ITS RESOURCES, WORKING AS A GRANT-MAKING SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION OF JACKSON HOLE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $31,812

Program Service Revenue $0

Investment Income $-455

Other Revenue $0

TOTAL REVENUE $31,357

Expense Breakdown

Grants Paid $356,082

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $356,082

Other Expenses $155

TOTAL EXPENSES $356,237

Year-over-Year Comparison

	2018	2017	Change
Revenue	$31,357	$106,847	-0.7%
Expenses	$356,237	$67,134	+4.3%
Net Income	$-324,880	$39,713	-9.2%

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

$551,055

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE FAUPEL	Executive Membr	0.00	Director	$0	$0	$0
DON OPATRNY	Director	0.00	Director	$0	$0	$0
BETTY ANDRIKOPOULOS	Director	0.00	Director	$0	$0	$0
JIM AUGE	PAST CHAIR	0.00	Director	$0	$0	$0
JULIE O'HALLORAN	Director	0.00	Director	$0	$0	$0
SCOTT GIBSON	EXECUTIVE MEMBR	0.00	Director	$0	$0	$0
LISA CARLIN	Director	0.00	Director	$0	$0	$0
DICK COLLISTER	CO-CHAIR	0.00	Officer Director	$0	$0	$0
JERRY SCHENDEL	Executive Membr	0.00	Director	$0	$0	$0
TINA CULMAN	CHAIR CFTV	0.00	Director	$0	$0	$0
BILL HOGLUND	VICE CHAIR	0.00	Officer Director	$0	$0	$0
MERCEDES HUFF	Director	0.00	Director	$0	$0	$0
CATHY KEHR	Treasurer	0.00	Officer Director	$0	$0	$0
DAVID VELA	Director	0.00	Director	$0	$0	$0
MARCIA KUNSTEL	Director	0.00	Director	$0	$0	$0
BILL NEWTON	EMERITUS	0.00	Director	$0	$0	$0
ERIKA PEARSALL	CO-CHAIR	0.00	Officer Director	$0	$0	$0
BOB KOPP	Secretary	0.00	Officer Director	$0	$0	$0
JON DAWSON	Director	0.00	Director	$0	$0	$0
LAURA HARRISON	Director	0.00	Director	$0	$0	$0
TED STARYK	Director	0.00	Director	$0	$0	$0
PAUL VOGELHEIM	Director	0.00	Director	$0	$0	$0
JOHN LUMMIS	Director	0.00	Director	$0	$0	$0
KATHARINE CONOVER	President & CEO	1.00	Officer	$0	$20,815	$286,628
KAREN COLEMAN	EXEC VP & CFO	2.00	Officer	$0	$36,528	$264,427

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
2018	$31,357	$356,237	No data	$-324,880

COMMUNITY FOUNDATION DONOR DIRECTED FUND