Chewonki Foundation Inc (EIN 010269460) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1917

Legal Domicile

Principal Officer

Nancy Kennedy

Phone

2078827323

Tax Period

2023-09-01 to 2024-08-31

Chewonki Foundation Inc, founded in 1917, is a community nonprofit in the Environment sector that reported $8.0M in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $9.3M exceeded revenue, resulting in a 17% operating deficit.

Mission

Chewonki inspires transformative growth, teaches appreciation and stewardship of the natural world, and challenges people to build thriving, sustainable communities throughout their lives.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,969,908

Program Service Revenue $5,209,049

Investment Income $762,273

Other Revenue $28,244

TOTAL REVENUE $7,969,474

Expense Breakdown

Grants Paid $1,378,823

Salaries & Benefits $4,587,224

Fundraising Expenses $544,539

Program Expenses $6,172,338

Other Expenses $3,319,852

TOTAL EXPENSES $9,285,899

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,969,474	$10,791,457	-0.3%
Expenses	$9,285,899	$11,355,908	-0.2%
Net Income	$-1,316,425	$-564,451	+1.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

273

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

$268,877

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andre Heard	Chair	2.00	Officer Director	$0	$0	$0
Elizabeth Mygatt	Vice Chair	2.00	Officer Director	$0	$0	$0
J Bailey McCallum	Treasurer	1.00	Officer Director	$0	$0	$0
Kathryn Zumstein	Secretary	1.00	Officer Director	$0	$0	$0
Dan Townley	Clerk	2.00	Officer Director	$0	$0	$0
Laura Appell-Warren	Trustee	1.00	Director	$0	$0	$0
Sandy Bandhu	Trustee	1.00	Director	$0	$0	$0
Kyo Bannai	Trustee	1.00	Director	$0	$0	$0
D Scott Beebe Jr	Trustee	1.00	Director	$0	$0	$0
Alison Carnduff	Trustee	1.00	Director	$0	$0	$0
Kevin Connors	Trustee	1.00	Director	$0	$0	$0
Jeffrey Desjarlais	Trustee	1.00	Director	$0	$0	$0
Jay Gudebski	Trustee	1.00	Director	$0	$0	$0
Marion Howard	Trustee	1.00	Director	$0	$0	$0
Randy Jack	Trustee	1.00	Director	$0	$0	$0
Matt Kingsbury	Trustee	1.00	Director	$0	$0	$0
Richard Krantz	Trustee	1.00	Director	$0	$0	$0
Colby Holtshouse	Trustee	1.00	Director	$0	$0	$0
Edgardo Ponch Membreno	Trustee	1.00	Director	$0	$0	$0
Mary-Theresa Quarcoo	Trustee	1.00	Director	$0	$0	$0
Karen Scheu	Trustee	1.00	Director	$0	$0	$0
Roseanne Saalfield	Past Chair	2.00	Officer Director	$0	$0	$0
Michael Fleisher	Past Vice Chair	2.00	Officer Director	$0	$0	$0
Jeffrey Eberle	Past Treasurer	1.00	Officer Director	$0	$0	$0
Carl Young	Past VP of Finance	40.00	Officer	$83,810	$19,626	$103,436
Nancy Kennedy	President	40.00	Officer	$145,788	$19,653	$165,441

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	$7,969,474	$9,285,899	$25,361,696	$-1,316,425
2023	$10,791,457	$11,355,908	$26,688,704	$-564,451
2022	$9,681,869	$11,036,250	$28,647,770	$-1,354,381
2021	$10,204,767	$10,373,169	$31,373,154	$-168,402
2020	$7,469,137	$7,970,123	$28,317,413	$-500,986
2019	$11,564,632	$8,409,132	$25,722,566	$3,155,500
2018	$9,306,888	$8,217,214	$21,906,944	$1,089,674

Chewonki Foundation Inc