GESA COMMUNITY FOUNDATION (EIN 882053935) - 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

2022

Legal Domicile

Principal Officer

PATSY GAYDA

Phone

3605785351

Tax Period

2023-01-01 to 2023-12-31

GESA COMMUNITY FOUNDATION, founded in 2022, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $431K, a strong 43% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS PROVIDING CHARITABLE, EDUCATIONAL AND COMMUNITY SUPPORT SERVICES AND ACTIVITIES FOR IMPROVING THE LIVES OF MEMBERS OF GESA CREDIT UNION AND THEIR FAMILIES AND 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 (2023)

Revenue Breakdown

Contributions & Grants $1,005,507

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,005,507

Expense Breakdown

Grants Paid $572,336

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $572,336

Other Expenses $1,722

TOTAL EXPENSES $574,058

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,005,507	$552,709	+0.8%
Expenses	$574,058	$523,542	+0.1%
Net Income	$431,449	$29,167	+13.8%

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

N/A

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

$1,471,745

Total Directors

$1,263,033

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD WADDLE	TREASURER (THRU 12/23)	0.50	Officer Director	$0	$232,864	$664,536
BENJAMIN RUTLEDGE	VICE CHAIR	0.50	Officer Director	$0	$83,250	$362,467
PATSY GAYDA	BOARD CHAIR	0.50	Officer Director	$0	$2,399	$128,038
KIMBERLY HEADLEY	SECRETARY	0.50	Officer Director	$0	$15,909	$107,992
DERREL EBERT	BOARD MEMBER	0.50	Director	$0	$0	$0
AMBER MERRILL	EXECUTIVE DIRECTOR	0.50	Officer	$0	$7,936	$92,588
ANGELINE BROTHERTON	EXECUTIVE DIRECTOR (THRU 6/23)	0.50	Officer	$0	$7,950	$116,124

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	$1,005,507	$574,058	$460,616	$431,449
2022	$552,709	$523,542	$29,167	$29,167

GESA COMMUNITY FOUNDATION