TROUT LAKE COMMUNITY FOUNDATION (EIN 912010756) - 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

1999

Legal Domicile

Principal Officer

DAVID WICKWIRE

Phone

5093952218

Tax Period

2023-01-01 to 2023-12-31

TROUT LAKE COMMUNITY FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $106K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 32% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO TROUT LAKE STUDENTS, GRADUATES AND POST GRADUATES.

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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 $35,845

Program Service Revenue $0

Investment Income $27,836

Other Revenue $42,495

TOTAL REVENUE $106,176

Expense Breakdown

Grants Paid $62,300

Salaries & Benefits $0

Fundraising Expenses $1,748

Program Expenses $70,155

Other Expenses $9,603

TOTAL EXPENSES $71,903

Year-over-Year Comparison

	2023	2022	Change
Revenue	$106,176	$67,441	+0.6%
Expenses	$71,903	$141,786	-0.5%
Net Income	$34,273	$-74,345	-1.5%

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

N/A

Employees

N/A

Volunteers

200

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
DAVID WICKWIRE	PRESIDENT	N/A	Officer Director	$0	$0	$0
STEPHANIE RUBESH	SECRETARY	N/A	Officer Director	$0	$0	$0
CORALEE WARNER	TREASURER	N/A	Officer Director	$0	$0	$0
JIM WHITE	DIRECTOR	N/A	Director	$0	$0	$0
DEBBIE NELSON	DIRECTOR	N/A	Director	$0	$0	$0
KATHY WHITE	VICE-PRESIDE	N/A	Director	$0	$0	$0
JEFF BAKER	DIRECTOR	N/A	Director	$0	$0	$0
CAMDEN MCMAHON	DIRECTOR	N/A	Director	$0	$0	$0
PAGE LOGAN	DIRECTOR	N/A	Director	$0	$0	$0
JAMES JENSEN	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$106,176	$71,903	$819,574	$34,273
2022	$67,441	$141,786	$736,698	$-74,345
2021	$20,765	$45,359	$811,043	$-24,594

TROUT LAKE COMMUNITY FOUNDATION