CONCORD CARLISLE FOUNDATION INC (EIN 042157042) - 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

1947

Legal Domicile

Principal Officer

JENNIFER C UBALDINO

Phone

9783695250

Tax Period

2024-07-01 to 2025-06-30

CONCORD CARLISLE FOUNDATION INC, founded in 1947, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $616K, a strong 36% operating margin.

Mission

HELPING NEIGHBORS IN NEED BY RAISING FUNDS AND GIVING RESPONSIBLY TO A BROAD RANGE OF HUMAN SERVICE AND OTHER ORGANIZATIONS IN CONCORD AND CARLISLE, MA.

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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 $1,114,627

Program Service Revenue $0

Investment Income $588,029

Other Revenue $1,341

TOTAL REVENUE $1,703,997

Expense Breakdown

Grants Paid $711,360

Salaries & Benefits $140,742

Fundraising Expenses $89,979

Program Expenses $885,985

Other Expenses $235,849

TOTAL EXPENSES $1,087,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,703,997	$1,119,578	+0.5%
Expenses	$1,087,951	$861,278	+0.3%
Net Income	$616,046	$258,300	+1.4%

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
KRISSY TYSON	CO-PRESIDENT	10.00	Director	$0	$0	$0
JEFF BLUE	CO-PRESIDENT	5.00	Director	$0	$0	$0
JIM BALFOUR	TREASURER	3.00	Director	$0	$0	$0
ALLY BAILEY	CLERK	3.00	Director	$0	$0	$0
BEN BAILEY	DIRECTOR	3.00	Director	$0	$0	$0
KATE BROOKS	DIRECTOR	3.00	Director	$0	$0	$0
CHESSIE CATALDO	DIRECTOR	3.00	Director	$0	$0	$0
DEEPA CHUNGI	DIRECTOR	3.00	Director	$0	$0	$0
ERIKA CHASET	DIRECTOR	3.00	Director	$0	$0	$0
TIM DOWNING	DIRECTOR	3.00	Director	$0	$0	$0
CARRIE FINIZIO	DIRECTOR	3.00	Director	$0	$0	$0
MIKE LAEHY	DIRECTOR	3.00	Director	$0	$0	$0
LAURA LECH	TREASURER	5.00	Director	$0	$0	$0
LIBBY SANNICANDRO	DIRECTOR	3.00	Director	$0	$0	$0
LISA THIRER	DIRECTOR	3.00	Director	$0	$0	$0
ADRIENNE ZAK-HUNT	DIRECTOR	3.00	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
2025	$1,703,997	$1,087,951	$6,882,569	$616,046
2025	$1,703,997	$1,087,951	$6,882,569	$616,046
2024	$1,119,578	$861,278	$6,025,312	$258,300
2023	$1,269,024	$825,276	$5,384,699	$443,748
2022	$2,299,861	$828,371	$4,859,971	$1,471,490
2021	$1,254,440	$1,014,782	$3,892,918	$239,658
2020	$1,090,461	$657,082	$3,247,415	$433,379
2019	$851,992	$669,225	$2,820,142	$182,767

CONCORD CARLISLE FOUNDATION INC