MEDINA COUNTY COMMUNITY FOUNDATION (EIN 884105033) - 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

2023

Legal Domicile

Principal Officer

DANIEL CALVIN

Phone

2342786223

Tax Period

2024-01-01 to 2024-12-31

MEDINA COUNTY COMMUNITY FOUNDATION, founded in 2023, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2024. The organization ran a surplus of $2.7M, a strong 93% operating margin.

Mission

WE EMPOWER INDIVIDUALS, FAMILIES, AND BUSINESSES WITH THE MOST EFFECTIVE CHARITABLE GIVING TOOLS AVAILABLE TODAY. OUR EXPERTISE SPANS CHARITABLE PLANNING, NONPROFIT SECTOR TRENDS, COMMUNITY PRIORITIES, AND THE EVOLVING SOCIAL IMPACT LANDSCAPEHELPING DONORS MAXIMIZE THEIR CONTRIBUTIONS FOR MEANINGFUL CHANGE.

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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 $2,768,188

Program Service Revenue $20,469

Investment Income $62,876

Other Revenue $0

TOTAL REVENUE $2,851,533

Expense Breakdown

Grants Paid $68,875

Salaries & Benefits $50,658

Fundraising Expenses $0

Program Expenses $72,120

Other Expenses $68,178

TOTAL EXPENSES $187,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,851,533	N/A	N/A
Expenses	$187,711	N/A	N/A
Net Income	$2,663,822	$0	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE BEAL	TRUSTEE	1.00	Director	$0	$0	$0
TIM BROWN	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL CALVIN	TRUSTEE	1.00	Director	$0	$0	$0
SAMANTHA DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA DZUR	TRUSTEE	1.00	Director	$0	$0	$0
JIM GERSPACHER	TRUSTEE	1.00	Director	$0	$0	$0
JEFF HOLLAND	TRUSTEE	1.00	Director	$0	$0	$0
DELMAR JONES	TRUSTEE	1.00	Director	$0	$0	$0
JIM MACLELLAN	TRUSTEE	1.00	Director	$0	$0	$0
JON PARK	TRUSTEE	1.00	Director	$0	$0	$0
JACLYN RINGSTMEIER	TRUSTEE	1.00	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	$2,851,533	$187,711	$2,883,596	$2,663,822

MEDINA COUNTY COMMUNITY FOUNDATION