NEW CANAAN COMMUNITY FOUNDATION INC (EIN 060970466) - 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

1977

Legal Domicile

Principal Officer

LAUREN PATTERSON

Phone

2039660231

Tax Period

2024-07-01 to 2025-06-30

NEW CANAAN COMMUNITY FOUNDATION INC, founded in 1977, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.8M in total revenue in fiscal year 2024. Revenue surged 182% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.3M, a strong 64% operating margin.

Mission

NEW CANAAN COMMUNITY FOUNDATION ADDRESSES OUR COMMUNITY'S NEEDS BY PROVIDING LEADERSHIP ON LOCAL ISSUES, MAKING IMPACTFUL GRANTS, AND FACILITATING NEW CANAAN'S EFFECTIVE CHARITABLE GIVING.

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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 $4,714,159

Program Service Revenue $7,230

Investment Income $5,192,822

Other Revenue $-67,105

TOTAL REVENUE $9,847,106

Expense Breakdown

Grants Paid $2,571,413

Salaries & Benefits $496,731

Fundraising Expenses $278,101

Program Expenses $3,092,040

Other Expenses $490,889

TOTAL EXPENSES $3,559,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,847,106	$3,495,364	+1.8%
Expenses	$3,559,033	$5,018,284	-0.3%
Net Income	$6,288,073	$-1,522,920	-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

Volunteers

120

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

$163,093

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY WILLIAMS	CHAIR	5.00	Officer Director	$0	$0	$0
AARON COOPER	VICE CHAIR	5.00	Officer Director	$0	$0	$0
CHRIS SCHIPPER	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JIM CLAYTON	TREASURER	5.00	Officer Director	$0	$0	$0
EILEEN BOYD	SECRETARY	5.00	Officer Director	$0	$0	$0
DAN HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
DAN RASHIN	DIRECTOR	2.00	Director	$0	$0	$0
ERICA SCHWEDEL	DIRECTOR	2.00	Director	$0	$0	$0
JAYNE BENTON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN SHEFFIELD	DIRECTOR	2.00	Director	$0	$0	$0
KAREN MACTAS	DIRECTOR	2.00	Director	$0	$0	$0
KRISTINA WOODS	DIRECTOR	2.00	Director	$0	$0	$0
MONICA CHIMERA	DIRECTOR	2.00	Director	$0	$0	$0
ROSS WEINER	DIRECTOR	2.00	Director	$0	$0	$0
SARA SCHUBERT	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE HARRISON	DIRECTOR	2.00	Director	$0	$0	$0
JIM HUETTER	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL REED	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE RILEY	DIRECTOR	2.00	Director	$0	$0	$0
MARLEY THACKRAY	DIRECTOR	2.00	Director	$0	$0	$0
HOLLY CASELLA	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM HINES	DIRECTOR	2.00	Director	$0	$0	$0
TIFFANY KUEHNER	DIRECTOR	2.00	Director	$0	$0	$0
ALEX STEWART	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN PATTERSON	PRESIDENT & CEO	40.00	Officer	$148,500	$14,593	$163,093

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	$9,847,106	$3,559,033	$32,012,168	$6,288,073
2024	$3,495,364	$5,018,284	$26,789,085	$-1,522,920
2023	$2,915,669	$2,685,577	$25,768,610	$230,092
2022	$4,615,440	$3,548,471	$23,646,798	$1,066,969
2021	$3,828,289	$2,703,752	$27,907,430	$1,124,537
2020	$4,122,640	$2,492,431	$21,901,044	$1,630,209
2019	$2,399,742	$2,223,379	$19,555,218	$176,363
2018	$3,450,675	$1,957,440	$18,950,459	$1,493,235

NEW CANAAN COMMUNITY FOUNDATION INC