JOHN & ANNA NEWTON PORTER FOUNDATION (EIN 026034452) - 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

1973

Legal Domicile

Principal Officer

KEN ROBBINS

Phone

6038753060

Tax Period

2024-01-01 to 2024-12-31

JOHN & ANNA NEWTON PORTER FOUNDATION, founded in 1973, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $619K, a strong 26% operating margin.

Mission

OPERATION OF CHILDREN'S SUMMER CAMP

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $458,024

Program Service Revenue $1,542,427

Investment Income $415,727

Other Revenue $0

TOTAL REVENUE $2,416,178

Expense Breakdown

Grants Paid $67,086

Salaries & Benefits $743,555

Fundraising Expenses $39,967

Program Expenses $1,489,267

Other Expenses $986,258

TOTAL EXPENSES $1,796,899

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,416,178	$3,076,907	-0.2%
Expenses	$1,796,899	$1,528,760	+0.2%
Net Income	$619,279	$1,548,147	-0.6%

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

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

$179,005

Total Directors

$179,005

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN J BERNSTEIN	PRESIDENT	5.00	Officer Director	$0	$0	$0
DOUGLAS LATHAM	CHAIRMAN/CAM	1.00	Officer Director	$2,118	$0	$2,118
WILLAM C FRENCH	TREASURER/CA	1.00	Officer Director	$7,968	$0	$7,968
PAUL ASH	SECRETARY	1.00	Director	$0	$0	$0
ANDREW S BAUMEL	TRUSTEE	1.00	Director	$0	$0	$0
MARIA LATHAM	TRUSTEE	1.00	Director	$0	$0	$0
JANE LEVIN	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES PLATTO	TRUSTEE	1.00	Director	$0	$0	$0
JAMES REMINGTON	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM S RICKER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
HEIDI SNELLENBURG	TRUSTEE	1.00	Director	$0	$0	$0
JAKE WOLF-SOROKIN	TRUSTEE	1.00	Director	$0	$0	$0
KEN ROBBINS	DIRECTOR	40.00	Officer Director	$150,486	$18,433	$168,919

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	$2,416,178	$1,796,899	$6,986,710	$619,279
2023	$3,076,907	$1,528,760	$6,314,130	$1,548,147
2022	$1,657,764	$1,528,453	$4,419,735	$129,311
2021	$1,825,472	$1,517,025	$5,029,846	$308,447
2020	$824,190	$685,965	$4,462,874	$138,225

JOHN & ANNA NEWTON PORTER FOUNDATION