THE EXCHANGE CLUB OF NEW CANAAN FOUNDATION INC (EIN 061496954) - 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

1997

Legal Domicile

Principal Officer

CHIP STEPPACHER

Phone

2039842496

Tax Period

2024-07-01 to 2025-06-30

THE EXCHANGE CLUB OF NEW CANAAN FOUNDATION INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $176K in total revenue in fiscal year 2024. Expenses of $160K left a modest 9% surplus.

Mission

THROUGH FUNDRAISERS, PROVIDE SUPPORT TO A VARIETY OF LOCAL CHARITIES WHOSE MISSIONS INCLUDE PREVENTION OF CHILD ABUSE AND OTHER PURPOSES.

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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 $37,015

Program Service Revenue $0

Investment Income $3,419

Other Revenue $135,084

TOTAL REVENUE $175,518

Expense Breakdown

Grants Paid $153,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,250

Other Expenses $6,774

TOTAL EXPENSES $160,024

Year-over-Year Comparison

	2024	2023	Change
Revenue	$175,518	$175,220	+0.0%
Expenses	$160,024	$180,069	-0.1%
Net Income	$15,494	$-4,849	-4.2%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
JOHN FULKERSON	DIRECTOR	Director	$0	$0	$0
JIM HENNESSY	DIRECTOR	Director	$0	$0	$0
GEORGE BENINGTON	DIRECTOR	Director	$0	$0	$0
JOEL PELZNER	DIRECTOR	Director	$0	$0	$0
DAVID SHEA	DIRECTOR	Director	$0	$0	$0
FRED BIRD	DIRECTOR	Director	$0	$0	$0
JIM MURRAY	DIRECTOR	Director	$0	$0	$0
PATRICK EDMUNDS	DIRECTOR	Director	$0	$0	$0
NICK TRAHANAS	DIRECTOR	Director	$0	$0	$0
JIM BAKAL	DIRECTOR	Director	$0	$0	$0
JOHN DOHERTY	IMMEDIATE PAST PRESIDENT	Officer	$0	$0	$0
RICH KURTH	PRESIDENT	Officer	$0	$0	$0
ERIC WIECHMANN	PRESIDENT-ELECT	Officer	$0	$0	$0
CHRIS LEBRIS	SECRETARY	Officer	$0	$0	$0
CHIP STEPPACHER	TREASURER	Officer	$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	$175,518	$160,024	$152,858	$15,494
2024	$175,220	$180,069	$19,671	$-4,849
2023	$216,547	$215,198	$27,395	$1,349

THE EXCHANGE CLUB OF NEW CANAAN FOUNDATION INC