YAMPA VALLEY COMMUNITY FOUNDATION (EIN 840794536) - 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

1996

Legal Domicile

Principal Officer

TIMOTHY WOHLGENANT

Phone

9708798632

Tax Period

2024-01-01 to 2024-12-31

YAMPA VALLEY COMMUNITY FOUNDATION, founded in 1996, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $26.9M in total revenue in fiscal year 2024. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13.9M, a strong 52% operating margin.

Mission

YAMPA VALLEY COMMUNITY FOUNDATION LEADS TRANSFORMATIONAL CHANGE THROUGHOUT THE YAMPA VALLEY BY ENGAGING DONORS IN PURPOSEFUL PHILANTHROPY, EMPOWERING LOCAL NONPROFIT ORGANIZATIONS, INSPIRING IMPACTFUL GRANTMAKING, AND COLLABORATING TO BUILD VIBRANT 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 (2024)

Revenue Breakdown

Contributions & Grants $23,033,233

Program Service Revenue $477,032

Investment Income $3,248,604

Other Revenue $188,895

TOTAL REVENUE $26,947,764

Expense Breakdown

Grants Paid $11,415,391

Salaries & Benefits $791,100

Fundraising Expenses $90,267

Program Expenses $12,433,047

Other Expenses $794,035

TOTAL EXPENSES $13,000,526

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,947,764	$14,045,332	+0.9%
Expenses	$13,000,526	$7,312,865	+0.8%
Net Income	$13,947,238	$6,732,467	+1.1%

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

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

$216,056

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY WOHLGENANT	Executive Direc	40.00	Officer	$206,253	$9,803	$216,056
TRACI HIATT	DIR- PHILANTHROPY	40.00		$93,666	$22,415	$116,081
CATHRINE BLEVINS	Director	1.00	Director	$0	$0	$0
PAULA COOPER BLACK	Emeritus	1.00	Director	$0	$0	$0
JIM BRONNER	EMERITUS	1.00	Director	$0	$0	$0
PAUL FERGUSON	Director	1.00	Director	$0	$0	$0
JUDY MCGINNIS	Director	1.00	Director	$0	$0	$0
KELLY LANDERS	Chair	5.00	Officer Director	$0	$0	$0
GILLIAN MORRIS	Director	1.00	Director	$0	$0	$0
MAREN FRANCIOSI	Director	1.00	Director	$0	$0	$0
ROB PERLMAN	Director	1.00	Director	$0	$0	$0
MARK STEVENS	Director	1.00	Director	$0	$0	$0
HARRY MURRAY	Director	1.00	Director	$0	$0	$0
ROB RACE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LORI LIVINGSTON	Director	1.00	Director	$0	$0	$0
KRISTIE MCPHERSON	Director	1.00	Director	$0	$0	$0
NANCY MUCKLOW	SECTY/TREASURER	1.00	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	$26,947,764	$13,000,526	$88,406,635	$13,947,238
2023	$14,045,332	$7,312,865	$68,861,780	$6,732,467
2022	$16,229,297	$7,156,649	$55,256,930	$9,072,648
2021	$30,806,242	$10,604,125	$51,851,485	$20,202,117
2020	$6,828,197	$3,117,525	$28,809,492	$3,710,672
2019	$5,257,102	$1,978,451	$21,545,484	$3,278,651

YAMPA VALLEY COMMUNITY FOUNDATION