COMMUNITY FOUNDATION FOR NANTUCKET… - Form 990 Financial Data

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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

2005

Legal Domicile

Principal Officer

MELISSA PHILBRICK

Phone

5088259993

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION FOR NANTUCKET INC, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.2M in total revenue in fiscal year 2024. The organization ran a surplus of $1.2M, a strong 16% operating margin.

Mission

OUR MISSION IS TO STRENGTHEN NANTUCKET NOW AND FOR FUTURE GENERATIONS THROUGH INFORMED PHILANTHROPY AND COMMUNITY LEADERSHIP.

Program Service Accomplishments

Program 1

Expenses: $5,189,801

COMMUNITY PROGRAMS AND GENERAL PHILANTHROPY INCLUDING GRANTS AND PROGRAM EXPENSES FOR HOUSING, MENTAL HEALTH, SUBSTANCE ABUSE DISORDERS, YOUTH, EDUCATION, HUMAN SERVICES, ARTS/CULTURE, CONSERVATION...

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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 $5,770,790

Program Service Revenue $0

Investment Income $1,382,131

Other Revenue $0

TOTAL REVENUE $7,152,921

Expense Breakdown

Grants Paid $4,547,818

Salaries & Benefits $478,261

Fundraising Expenses $233,104

Program Expenses $5,189,801

Other Expenses $961,398

TOTAL EXPENSES $5,987,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,152,921	$6,964,101	+0.0%
Expenses	$5,987,477	$6,110,431	0.0%
Net Income	$1,165,444	$853,670	+0.4%

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

$171,835

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUNNY DAILY	EXECUTIVE DI	40.00	Officer	$152,338	$19,497	$171,835
MELISSA PHILBRICK	PRESIDENT	10.00	Officer Director	$0	$0	$0
MICHAEL COZORT	VICE PREISDE	5.00	Officer Director	$0	$0	$0
LISA BOTTICELLI	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS J ANATHAN	TREASURER	5.00	Officer Director	$0	$0	$0
GEORGINE ANTON	TRUSTEE	1.00	Director	$0	$0	$0
FRANK ANTON	TRUSTEE	1.00	Director	$0	$0	$0
JAMIE FOSTER	TRUSTEE	1.00	Director	$0	$0	$0
PAMMY BROOKS GRIFFIN	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL HOBART	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN HOEFFEL	TRUSTEE	1.00	Director	$0	$0	$0
WENDY HUDSON	TRUSTEE	1.00	Director	$0	$0	$0
DAVID JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
DOUG KEPPLE	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL MANDLE	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD PHILLIPS	TRUSTEE	1.00	Director	$0	$0	$0
MARTHA POLACHI	TRUSTEE	1.00	Director	$0	$0	$0
MAGDALENA REID	TRUSTEE	1.00	Director	$0	$0	$0
ROBERTO SANTAMARIA	TRUSTEE	1.00	Director	$0	$0	$0
GEOFF VERNEY	TRUSTEE	1.00	Director	$0	$0	$0
MAX WOLF	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS VINEIS	TRUSTEE	1.00	Director	$0	$0	$0
FINN WENTWORTH	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH WRIGHT	TRUSTEE	1.00	Director	$0	$0	$0
MARC A FEIGN	TRUSTEE	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	No data	No data	No data	No data
2024	$7,152,921	$5,987,477	$29,567,016	$1,165,444
2023	$6,964,101	$6,110,431	$27,172,215	$853,670
2022	$13,013,280	$4,747,665	$24,543,363	$8,265,615
2021	$10,044,022	$3,999,979	$23,192,245	$6,044,043
2020	$8,280,580	$5,958,439	$16,903,069	$2,322,141
2019	$6,571,811	$2,972,617	$14,271,532	$3,599,194
2018	$4,991,849	$3,837,752	$9,106,657	$1,154,097

COMMUNITY FOUNDATION FOR NANTUCKET INC