MONMOUTH INDEPENDENCE COMMUNITY FO… - 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

2000

Legal Domicile

Principal Officer

SABRA JEWELL

Phone

5035808525

Tax Period

2025-01-01 to 2025-12-31

MONMOUTH INDEPENDENCE COMMUNITY FOUNDATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $293K in total revenue in fiscal year 2025. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $184K, a strong 63% operating margin.

Mission

THE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING THE MAKING OF DISTRIBUTIONS TO CHARITABLE ORGANIZATIONS, LIBRARIES, MUSEUMS, AND INDIVIDUAL STUDENTS IN THE CENTRAL SCHOOL DISTRICT (MONMOUTH-INDEPENDENCE, OREGON).

Program Service Accomplishments

Program 1

Expenses: $29,726

GRANTS FOR CLASSROOM ENRICHMENT.

Program 2

Expenses: $30,500

SCHOLARSHIPS TO ASSIST TWENTY THREE HIGH SCHOOL SENIORS WITH COLLEGE COSTS.

Program 3

Expenses: $12,000

GRANTS FOR COMMUNITY GRANT

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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 $109,128

Program Service Revenue $0

Investment Income $183,900

Other Revenue $0

TOTAL REVENUE $293,028

Expense Breakdown

Grants Paid $83,915

Salaries & Benefits $0

Fundraising Expenses $1,626

Program Expenses $83,915

Other Expenses $25,167

TOTAL EXPENSES $109,082

Year-over-Year Comparison

	2025	2024	Change
Revenue	$293,028	$571,652	-0.5%
Expenses	$109,082	$93,205	+0.2%
Net Income	$183,946	$478,447	-0.6%

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
VERNON WELLS	PRESIDENT	4.00	Officer Director	$0	$0	$0
SABRA JEWELL	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KAREN FRASCONE	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARILYN MORTON	TREASURER	3.00	Officer Director	$0	$0	$0
ABIGAIL FITTS	SECRETARY	2.00	Officer Director	$0	$0	$0
SUSAN GRAHAM	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER KUBISTA	MEMBER	1.00	Director	$0	$0	$0
CEC KOONTZ	MEMBER	1.00	Director	$0	$0	$0
SARAH RAMIREZ	MEMBER	1.00	Director	$0	$0	$0
PHILLIP ARMSTRONG	MEMBER	1.00	Director	$0	$0	$0
DAVID BEASLEY	MEMBER	1.00	Director	$0	$0	$0
ROBERT MASON	MEMBER	1.00	Director	$0	$0	$0
BEN MEYER	MEMBER	1.00	Director	$0	$0	$0
JOHN MCARDLE	MEMBER	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
2025	$293,028	$109,082	$4,048,138	$183,946
2024	$571,652	$93,205	$3,534,814	$478,447
2023	$472,978	$88,868	$2,785,521	$384,110
2022	$316,291	$68,212	$2,207,547	$248,079
2021	$191,499	$65,903	$2,381,096	$125,596
2020	$89,267	$57,840	$2,044,892	$31,427
2019	$129,543	$44,884	$1,826,954	$84,659
2018	$198,912	$64,497	$1,478,590	$134,415

MONMOUTH INDEPENDENCE COMMUNITY FOUNDATION