OUR COMMUNITY FOUNDATION INC (EIN 872043014) - 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

2021

Legal Domicile

Principal Officer

CHRIS JARRETT

Phone

8126985413

Tax Period

2024-01-01 to 2024-12-31

OUR COMMUNITY FOUNDATION INC, founded in 2021, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.2M, a strong 78% operating margin.

Mission

MEET THE CHANGING NEEDS OF OUR COMMUNITY BY FOSTERING A CULTURE OF LOCAL PHILANTHROPY AND TO PROVIDE SUPPORT TO PUBLIC CHARITABLE ORGANIZATIONS.

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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 $2,451,775

Program Service Revenue $0

Investment Income $309,772

Other Revenue $0

TOTAL REVENUE $2,761,547

Expense Breakdown

Grants Paid $455,005

Salaries & Benefits $56,538

Fundraising Expenses $21,168

Program Expenses $505,445

Other Expenses $92,383

TOTAL EXPENSES $603,926

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,761,547	$3,639,344	-0.2%
Expenses	$603,926	$227,433	+1.7%
Net Income	$2,157,621	$3,411,911	-0.4%

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

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

$53,583

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT ARTHUR	DIRECTOR	1.00	Director	$0	$0	$0
CHANCE BERRY	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN BRIGGEMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON DALTON	DIRECTOR	1.00	Director	$0	$0	$0
TONY DUNCHEON	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTEN EMMONS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FRETTE	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN JONES	DIRECTOR	1.00	Director	$0	$0	$0
PAULA JONES	SECRETARY	2.00	Officer Director	$0	$0	$0
ALEX KNEPP	TREASURER	2.00	Officer Director	$0	$0	$0
CINDY MASON	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN MILES	DIRECTOR	1.00	Director	$0	$0	$0
LINDA MYERS	DIRECTOR	1.00	Director	$0	$0	$0
CAROL NUGENT	DIRECTOR	1.00	Director	$0	$0	$0
STEVE PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
DAN ROACH	DIRECTOR	1.00	Director	$0	$0	$0
TRAVIS SCHAFFER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOE SINGLETON	PRESIDENT	2.00	Officer Director	$0	$0	$0
PEG STEPHENS	DIRECTOR	1.00	Director	$0	$0	$0
JOE WELLMAN	DIRECTOR	1.00	Director	$0	$0	$0
BUD WOODRUFF	DIRECTOR	1.00	Director	$0	$0	$0
MARY SMITH	EXECUTIVE DIRECTOR	30.00	Officer	$52,083	$1,500	$53,583

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	$2,761,547	$603,926	$7,356,083	$2,157,621
2023	$3,639,344	$227,433	$4,807,949	$3,411,911
2022	$1,541,692	$95,380	$1,547,012	$1,446,312
2021	$130,525	$2,841	$129,074	$127,684

OUR COMMUNITY FOUNDATION INC