THE TAMWORTH FOUNDATION (EIN 026004752) - 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

1937

Legal Domicile

Principal Officer

GAIL G MARRONE

Phone

6033237300

Tax Period

2024-05-01 to 2025-04-30

THE TAMWORTH FOUNDATION, founded in 1937, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $848K in total revenue in fiscal year 2024. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $510K, a strong 60% operating margin.

Mission

TO RAISE AND CONTRIBUTE MONIES TO THE TOWN OF TAMWORTH AND LOCAL CHARITIES AND ORGANIZATIONS FOR PUBLIC PURPOSES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $140,301

Program Service Revenue $0

Investment Income $707,894

Other Revenue $0

TOTAL REVENUE $848,195

Expense Breakdown

Grants Paid $284,036

Salaries & Benefits $0

Fundraising Expenses $630

Program Expenses $284,906

Other Expenses $53,995

TOTAL EXPENSES $338,031

Year-over-Year Comparison

	2024	2023	Change
Revenue	$848,195	$425,417	+1.0%
Expenses	$338,031	$341,106	0.0%
Net Income	$510,164	$84,311	+5.1%

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
GAIL G MARRONE	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAUL W CHANT	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID M LITTLE	TREASURER	2.00	Officer Director	$0	$0	$0
ANNIE PROVENZANO	TRUSTEE	2.00	Director	$0	$0	$0
NINA S PERRY	CORRESPONDING SECRETARY	2.00	Officer Director	$0	$0	$0
GEORGE M CLEVELAND	SECRETARY	2.00	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	$848,195	$338,031	$8,166,528	$510,164
2024	$425,417	$341,106	$7,521,005	$84,311
2023	$445,706	$496,367	$7,043,592	$-50,661
2022	$923,034	$398,856	$7,368,763	$524,178
2021	$720,208	$289,023	$7,476,377	$431,185
2020	$377,570	$255,894	$5,947,370	$121,676
2019	$402,489	$278,026	$6,131,396	$124,463

THE TAMWORTH FOUNDATION