CHILMARK ASSOCIATES C/O KATHERINE MCCORD (EIN 042129222) - 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

1919

Legal Domicile

Principal Officer

MOLLY DAVISON-PRICE

Phone

6173065136

Tax Period

2024-01-01 to 2024-12-31

CHILMARK ASSOCIATES C/O KATHERINE MCCORD, founded in 1919, is a small nonprofit that reported $842K in total revenue in fiscal year 2024. Revenue surged 414% from the prior year, signaling strong growth momentum. The organization ran a surplus of $707K, a strong 84% operating margin.

Mission

SUPPORT SOCIAL AND RECREATIONAL ACTIVITIES OF THE MEMBERS.

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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 $0

Program Service Revenue $152,649

Investment Income $685,438

Other Revenue $3,600

TOTAL REVENUE $841,687

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,777

Fundraising Expenses $0

Program Expenses $134,337

Other Expenses $118,561

TOTAL EXPENSES $134,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$841,687	$163,809	+4.1%
Expenses	$134,338	$113,723	+0.2%
Net Income	$707,349	$50,086	+13.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOLLY DAVIS-PRICE	CHAIR	2.00	Officer Director	$0	$0	$0
KATHERINE MCCORD	TREASURER	2.00	Officer Director	$0	$0	$0
TERESA HARGRAVE	SECRETARY	2.00	Officer Director	$0	$0	$0
KEVIN O'KEEFE	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN MOIR	TRUSTEE	2.00	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
2024	$841,687	$134,338	$2,301,001	$707,349
2023	$163,809	$113,723	$1,593,652	$50,086
2022	$138,121	$129,857	$1,543,566	$8,264
2021	$131,159	$100,937	$1,535,302	$30,222
2020	$80,884	$92,626	$1,508,189	$-11,742
2019	$159,291	$123,837	$1,519,931	$35,454
2018	$108,971	$92,567	$1,484,477	$16,404

CHILMARK ASSOCIATES C/O KATHERINE MCCORD