New Hampshire Charitable Foundation (EIN 026005625) - 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

1962

Legal Domicile

Principal Officer

Richard Ober

Phone

6032256641

Tax Period

2023-01-01 to 2023-12-31

New Hampshire Charitable Foundation, founded in 1962, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $93.7M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16.6M, a strong 18% operating margin.

Mission

To make New Hampshire a more just, sustainable, and vibrant community where everyone can thrive.

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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 $66,730,002

Program Service Revenue $135,174

Investment Income $27,158,895

Other Revenue $-297,043

TOTAL REVENUE $93,727,028

Expense Breakdown

Grants Paid $63,969,290

Salaries & Benefits $7,190,881

Fundraising Expenses $1,768,754

Program Expenses $69,715,266

Other Expenses $5,940,236

TOTAL EXPENSES $77,100,407

Year-over-Year Comparison

	2023	2022	Change
Revenue	$93,727,028	$65,087,484	+0.4%
Expenses	$77,100,407	$72,174,040	+0.1%
Net Income	$16,626,621	$-7,086,556	-3.3%

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

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

$802,066

Total Directors

$471,518

Key Employees

$411,657

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Ober	President	50.00	Officer Director	$406,938	$64,580	$471,518
Bobbie Bagley	Board Member (start 8/2023)	3.50	Director	$0	$0	$0
JerriAnne Boggis	Board Member	3.50	Director	$0	$0	$0
Laurie Gabriel	Board Member (start 8/2023)	3.50	Director	$0	$0	$0
Kristin Girald	Board Member	3.50	Director	$0	$0	$0
Pawn Nitichan	Board Member	3.50	Director	$0	$0	$0
Emmett Soldati	Board Member (start 7/2023)	3.50	Director	$0	$0	$0
Ritu Gupta Ullal	Board Member	3.50	Director	$0	$0	$0
Joseph G Morone	Chair; Board Member	3.50	Officer Director	$0	$0	$0
Barbara Couch	Vice Chair; Board Member	3.50	Officer Director	$0	$0	$0
John F Weeks	Treasurer; Board Member (end 7/2023)	3.50	Officer Director	$0	$0	$0
Sarah Mattson Dustin	Treasurer; Board Member	3.50	Officer Director	$0	$0	$0
A Robert Hirschfeld	Secretary; Board Member (end 6/2023)	3.50	Officer Director	$0	$0	$0
Evelyn Aissa	Secretary; Board Member	3.50	Officer Director	$0	$0	$0
Michael Wilson	Chief Investment & Finance Off./SVP	50.00	Officer	$272,624	$57,924	$330,548
Jennifer Perkins	VP of Administration	50.00	Key Emp	$191,040	$29,311	$220,351
Melinda Mosier	VP Donor Engagement and Philanthropy	50.00	Key Emp	$161,510	$29,796	$191,306
Rebecca Carr	Senior Director of Accounting	50.00	Highest	$159,112	$27,151	$186,263
Kristen Oliveri	VP of Communications & Marketing	50.00	Highest	$149,321	$24,713	$174,034
Simon Delekta	VP Community Engagement and Impact	50.00	Highest	$136,545	$40,440	$176,985
Michael Turmelle	Director, Educ. & Career Initiatives	50.00	Highest	$123,577	$22,627	$146,204
Laura Rauscher	Dir., Development & Philanthopy Svcs	50.00	Highest	$120,074	$25,923	$145,997

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	$93,727,028	$77,100,407	$1,002,905,419	$16,626,621
2022	$65,087,484	$72,174,040	$906,709,858	$-7,086,556
2021	$131,178,906	$78,429,855	$1,078,662,816	$52,749,051
2020	$84,058,560	$65,429,476	$946,933,381	$18,629,084
2019	$103,387,258	$58,085,979	$817,470,117	$45,301,279
2018	$76,763,205	$53,855,204	$732,791,878	$22,908,001

New Hampshire Charitable Foundation