Village at Germantown Foundation (EIN 900754778) - 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

2010

Legal Domicile

Principal Officer

Ken Plunk

Phone

9016346690

Tax Period

2025-01-01 to 2025-12-31

Village at Germantown Foundation, founded in 2010, is a small nonprofit in the Human Services sector that reported $200K in total revenue in fiscal year 2025. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $43K, a strong 21% operating margin.

Mission

Provide financial assistance to residents who are facing financial hardship through no fault of their own. Sponsor special projects that benefit all residents.

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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 (2025)

Revenue Breakdown

Contributions & Grants $154,388

Program Service Revenue $0

Investment Income $45,140

Other Revenue $0

TOTAL REVENUE $199,528

Expense Breakdown

Grants Paid $123,438

Salaries & Benefits $0

Fundraising Expenses $500

Program Expenses $124,009

Other Expenses $32,775

TOTAL EXPENSES $156,713

Year-over-Year Comparison

	2025	2024	Change
Revenue	$199,528	$325,198	-0.4%
Expenses	$156,713	$83,675	+0.9%
Net Income	$42,815	$241,523	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jack Henton	Director	1.00	Director	$0	$0	$0
Jerry Francisco	Director	1.00	Director	$0	$0	$0
John Huggins	Secretary	2.00	Officer Director	$0	$0	$0
Ken Plunk	President	10.00	Officer Director	$0	$0	$0
Marian Marion	Director	1.00	Director	$0	$0	$0
Mike Craft	Director	1.00	Director	$0	$0	$0
Pat Paul	Assistant Treasurer	5.00	Officer Director	$0	$0	$0
Tim Morgan	Director	1.00	Director	$0	$0	$0
Roy Stephenson	Treasurer	10.00	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
2025	$199,528	$156,713	$3,875,384	$42,815
2024	$325,198	$83,675	$3,301,726	$241,523
2023	$242,573	$10,925	$2,587,349	$231,648
2022	$259,088	$1,459	$2,023,560	$257,629
2021	$394,640	$122,934	$2,221,746	$271,706
2020	$780,113	$30,275	$1,950,040	$749,838
2019	$470,113	$118,677	$1,200,202	$351,436
2018	$157,861	$89,996	$848,766	$67,865

Village at Germantown Foundation