FARMERS CHARITABLE FOUNDATION XXX-XX-XXXX (EIN 836635385) - 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

2018

Legal Domicile

Principal Officer

KEVIN HELMICK

Phone

3307437000

Tax Period

2024-01-01 to 2024-12-31

FARMERS CHARITABLE FOUNDATION XXX-XX-XXXX, founded in 2018, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 157% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 55% operating margin.

Mission

THE MISSION AND PURPOSE OF THE CORPORATION IS TO BE ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"), INCLUDING, IN FURTHERANCE OF SUCH PURPOSES, BUT WITHOUT LIMITATION THEREON, HOLDING, INVESTING, AND ADMINISTERING ASSETS RECEIVED AS CHARITABLE GIFTS, BEQUESTS, AND CONTRIBUTIONS AND USING SUCH ASSETS OR THE INCOME THEREFROM BY MAKING GRANTS AND OTHER DISTRIBUTIONS TO FACILITATE, SUPPORT, AND INCREASE CHARITABLE ACTIVITIES IN THE FOLLOWING AREAS: HEALTH AND HUMAN SERVICES; CHILDREN, YOUTH, AND FAMILIES; SOCIAL WELFARE; EDUCATION; SCIENTIFIC RESEARCH; CULTURE, ARTS, AND HUMANITIES; RELIGION; CIVIC AND COMMUNITY AFFAIRS; ENVIRONMENT; WILDLIFE AND ANIMALS; AND OTHER CHARITABLE ACTIVITIES THAT SUPPORT CAUSES WHICH REPRESENT THE PHILANTHROPIC WISHES OF DONORS OF FARMERS CHARITABLE FOUNDATION.

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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 $3,179,808

Program Service Revenue $0

Investment Income $446,933

Other Revenue $0

TOTAL REVENUE $3,626,741

Expense Breakdown

Grants Paid $1,547,014

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,547,014

Other Expenses $70,784

TOTAL EXPENSES $1,617,798

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,626,741	$1,410,719	+1.6%
Expenses	$1,617,798	$851,780	+0.9%
Net Income	$2,008,943	$558,939	+2.6%

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

N/A

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

$2,839,645

Total Directors

$2,954,222

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN HELMICK	CHAIRMAN	1.00	Officer Director	$0	$28,781	$1,247,952
AMBER WALLACE	SECRETARY	1.00	Officer Director	$0	$14,541	$475,478
MARK WENICK	VICE CHAIRMAN	1.00	Officer Director	$0	$30,019	$569,883
TROY ADAIR	TREASURER	1.00	Officer Director	$0	$26,431	$546,332
JUAN SANTIAGO	MEMBER	1.00	Director	$0	$22,877	$114,577

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	$3,626,741	$1,617,798	$11,960,263	$2,008,943
2023	$1,410,719	$851,780	$9,640,914	$558,939
2022	$7,145,328	$499,740	$8,349,905	$6,645,588
2021	$1,757,963	$567,505	$2,404,415	$1,190,458
2020	$345,519	$171,141	$1,113,630	$174,378
2019	$883,366	$101,282	$848,247	$782,084

FARMERS CHARITABLE FOUNDATION XXX-XX-XXXX