THE MERIDEN-WALLINGFORD COMMUNITY FOUNDATION (EIN 061484149) - 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

Legal Domicile

Principal Officer

MARIA F HARLOW

Phone

2032354403

Tax Period

2024-07-01 to 2025-06-30

THE MERIDEN-WALLINGFORD COMMUNITY FOUNDATION is a small nonprofit in the Philanthropy & Grantmaking sector that reported $164K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 35% operating margin.

Mission

ORGANIZED TO PROVIDE FOR THE CHARITABLE WISHES OF DONORS WHO DESIRE TO ESTABLISH LONG-TERM SUPPORT PRIMARILY THROUGH MERIDEN AND WALLINGFORD CHARITABLE AGENCIES.

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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 $37,263

Program Service Revenue $0

Investment Income $126,298

Other Revenue $0

TOTAL REVENUE $163,561

Expense Breakdown

Grants Paid $100,949

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,949

Other Expenses $4,880

TOTAL EXPENSES $105,829

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,561	$125,119	+0.3%
Expenses	$105,829	$297,253	-0.6%
Net Income	$57,732	$-172,134	-1.3%

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

N/A

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
JOHN AUGUSTYN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CARL BONAMICO	TREASURER	1.00	Officer Director	$0	$0	$0
CYNTHIA DECKER	DIRECTOR	1.00	Director	$0	$0	$0
GUY R DEFRANCES	DIRECTOR	1.00	Director	$0	$0	$0
MARIA F HARLOW	SECRETARY	1.00	Officer Director	$0	$0	$0
ROGER KEMP	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE MOLLOY	DIRECTOR	1.00	Director	$0	$0	$0
ALAN PONCHICK	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS ULBRICH	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
WESTON ULBRICH	DIRECTOR	1.00	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	$163,561	$105,829	$3,952,356	$57,732
2023	$203,236	$62,798	$3,431,862	$140,438
2022	$217,560	$104,095	$2,911,453	$113,465
2020	$171,865	$264,251	$2,575,843	$-92,386
2019	$370,254	$113,556	$2,416,951	$256,698
2018	$521,133	$87,354	$2,173,291	$433,779

THE MERIDEN-WALLINGFORD COMMUNITY FOUNDATION