COMMUNITY FOUNDATION OF MONROE COU… - Form 990 Financial Data

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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

GARY OLSON

Phone

5702139083

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION OF MONROE COUNTY, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $214K in total revenue in fiscal year 2023. Revenue surged 21296% from the prior year, signaling strong growth momentum. The organization ran a surplus of $169K, a strong 79% operating margin.

Mission

ENCOURAGES AND FACILITATES PHILANTHROPIC COLLABORATION AND GROWTH TO IMPROVE THE QUALITY OF LIFE OF MONROE COUNTY RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $113

WE SERVE AS A LEADER, CATALYST AND RESOURCE IN THE PHILANTHROPIC AND NONPROFIT SECTOR. WE BUILD, CULTIVATE, AND ADMINISTER A PERMANENT RESERVE OF CHARITABLE CAPITAL FOR THE COMMUNITY'S PRESENT NEEDS AND FUTURE OPPORTUNITIES. WE MAKE STRATEGIC GRANTS AND INVESTMENTS IN THE AREAS OF ARTS AND CULTURE, COMMUNITY AND ECONOMIC DEVELOPMENT, EDUCATION AND SCHOLARSHIPS, ENVIRONMENT AND HISTORIC PRESERVATION, HEALTH AND HUMAN SERVICES, YOUTH PROGRAMS.

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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 $206,996

Program Service Revenue $0

Investment Income $6,959

Other Revenue $0

TOTAL REVENUE $213,955

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,345

Fundraising Expenses $10,042

Program Expenses $113

Other Expenses $30,197

TOTAL EXPENSES $44,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$213,955	$1,000	+213.0%
Expenses	$44,542	N/A	N/A
Net Income	$169,413	$1,000	+168.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY S OLSON	PRESIDENT	1.00	Officer	$0	$0	$0
MEREDITH D RETTALIATA	VICE PRESIDENT	1.00	Officer	$0	$0	$0
TRICIA D FRITZ	SECRETARY/TREASURER	1.00	Officer	$0	$0	$0
KARL M WEILER	TREASURER	1.00	Officer	$0	$0	$0
JOHN E BURRUS	ASSISTANT TREASURER	1.00	Officer	$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	$213,955	$44,542	$170,495	$169,413

COMMUNITY FOUNDATION OF MONROE COUNTY