CHAUTAUQUA INSTITUTION (EIN 160758844) - 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

1902

Legal Domicile

Phone

7163576218

Tax Period

2024-01-01 to 2024-12-31

CHAUTAUQUA INSTITUTION, founded in 1902, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $63.4M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15.6M, a strong 25% operating margin.

Mission

CHAUTAUQUA INSTITUTION IS DEDICATED TO THE EXPLORATION OF THE BEST IN HUMAN VALUES AND THE ENRICHMENT OF LIFE.

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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 $33,974,937

Program Service Revenue $27,269,136

Investment Income $909,542

Other Revenue $1,200,119

TOTAL REVENUE $63,353,734

Expense Breakdown

Grants Paid $1,007,415

Salaries & Benefits $21,304,741

Fundraising Expenses $2,746,220

Program Expenses $35,310,504

Other Expenses $25,485,223

TOTAL EXPENSES $47,797,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,353,734	$49,343,507	+0.3%
Expenses	$47,797,379	$43,568,379	+0.1%
Net Income	$15,556,355	$5,775,128	+1.7%

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

1167

Volunteers

300

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

$3,342,057

Total Directors

Key Employees

$445,862

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CANDACE LITTELL MAXWELL	CHAIR	11.0	Officer Director	$0	$0	$0
MARNETTE PERRY	VICE-CHAIR	5.0	Officer Director	$0	$0	$0
ANITA LIN	TRUSTEE (THRU 10/24)	4.0	Director	$0	$0	$0
BOB W OBEE	TRUSTEE	4.0	Director	$0	$0	$0
DAVID PECKINPAUGH	TRUSTEE	6.0	Director	$0	$0	$0
DAVID PELTON	TRUSTEE (AS OF 10/24)	4.0	Director	$0	$0	$0
GWEN ADAMS NORTON	TRUSTEE	6.0	Director	$0	$0	$0
HELENE D GAYLE	TRUSTEE (THRU 10/24)	4.0	Director	$0	$0	$0
IZUMI HARA	TRUSTEE	6.0	Director	$0	$0	$0
J VERONICA BIGGINS	TRUSTEE	4.0	Director	$0	$0	$0
JILL PENROSE	TRUSTEE	6.0	Director	$0	$0	$0
KAREN J GOODELL	TRUSTEE (AS OF 10/24)	6.0	Director	$0	$0	$0
LARRY D THOMPSON	TRUSTEE	4.0	Director	$0	$0	$0
LAURIE BRANCH	TRUSTEE	6.0	Director	$0	$0	$0
MATT BENSON	TRUSTEE (AS OF 10/24)	4.0	Director	$0	$0	$0
MICHAEL D METZGER	TRUSTEE	4.0	Director	$0	$0	$0
MICHELLE ADELMAN	TRUSTEE (AS OF 10/24)	4.0	Director	$0	$0	$0
NANCY GIBBS	TRUSTEE	4.0	Director	$0	$0	$0
NANCY S KYLER	TRUSTEE (THRU 10/24)	9.0	Director	$0	$0	$0
PAUL HAGMAN	TRUSTEE	4.0	Director	$0	$0	$0
RICHARD J OSBORNE	TRUSTEE	8.0	Director	$0	$0	$0
RICHARD WADE	TRUSTEE (THRU 10/24)	4.0	Director	$0	$0	$0
RICK EVANS	TRUSTEE	4.0	Director	$0	$0	$0
SARA PONKOW	TRUSTEE	4.0	Director	$0	$0	$0
SARAH HAGEN MCWILLIAMS	TRUSTEE	4.0	Director	$0	$0	$0
STEPHEN J ZENCZAK	TRUSTEE	6.0	Director	$0	$0	$0
STEPHEN MESSINGER	TRUSTEE	7.0	Director	$0	$0	$0
TERRANCE H HORNER JR	TRUSTEE	7.0	Director	$0	$0	$0
WILLIAM H NECHES	TRUSTEE (THRU 10/24)	4.0	Director	$0	$0	$0
AMIT TANEJA	SR VP & CHIEF DIVERSITY OFFICER	40.0	Officer	$221,408	$38,711	$260,119
AMY GARDNER	VP OF ADVANCEMENT & CAMPAIGN OFFICER	40.0	Officer	$202,017	$39,741	$241,758
ANGELA SCHUETTLER	CHIEF FINANCIAL OFFICER	40.0	Officer	$188,731	$0	$188,731
DEBORAH S MOORE	SR VP & CHIEF PROGRAM OFFICER	40.0	Officer	$233,632	$41,367	$274,999
EMILY MORRIS	SR VP & CHIEF BRAND OFFICER	40.0	Officer	$188,577	$35,277	$223,854
GEORGE L FOLLANSBEE JR	SR VP & CHIEF ADVANCEMENT OFFICER	40.0	Officer	$233,834	$38,338	$272,172
JOHN SHEDD	VP OF CAMPUS PLANNING & OPERATIONS	40.0	Officer	$177,805	$34,768	$212,573
JORDAN STEVES	EMILY AND RICHARD SMUCKER CHAIR OF EDUCATION	40.0	Officer	$108,359	$18,406	$126,765
LAURA SAVIA	VP OF VISUAL & PERFORMING ARTS	40.0	Officer	$145,120	$13,269	$158,389
MELISSA SPAS	VP OF RELIGION	40.0	Officer	$156,968	$24,278	$181,246
MICHAEL E HILL	PRESIDENT	40.0	Officer	$416,195	$55,806	$472,001
SEBASTIAN BAGGIANO	EXECUTIVE VP	40.0	Officer	$233,889	$39,716	$273,605
SHANNON ROZNER	SR VP, GENERAL COUNSEL & SECRETARY	40.0	Officer	$230,645	$34,778	$265,423
VANESSA WEINERT	VP OF MARKETING & COMMUNICATIONS	40.0	Officer	$157,000	$33,422	$190,422
JENNIFER STITELY	DIRECTOR OF GIFT PLANNING	40.0	Key Emp	$181,011	$16,985	$197,996
MARK WENZLER	DIR, Chautauqua Climate Change Initiative	40.0	Key Emp	$207,667	$40,199	$247,866
AMBER BLASHAK	SR DIRECTOR OF HUMAN RESOURCES	40.0	Highest	$129,383	$19,109	$148,492
DEBORAH E MOORE	EXECUTIVE DIRECTOR - FOUNDATION	1.0	Highest	$0	$15,362	$167,783
EDWARD C ALEXANDER II	DIRECTOR OF LITERARY ARTS	40.0	Highest	$139,846	$0	$139,846
RICHARD ERICKSON	DIR OF ACCOUNTING AND FINANCE	40.0	Highest	$112,080	$27,978	$140,058
ROSSEN MILANOV	MUSIC DIRECTOR OF CSO	40.0	Highest	$131,300	$0	$131,300

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
2024	$63,353,734	$47,797,379	$304,394,015	$15,556,355
2023	$49,343,507	$43,568,379	$272,076,823	$5,775,128
2022	$44,067,760	$43,716,149	$249,568,739	$351,611
2021	$47,780,826	$33,484,631	$271,934,218	$14,296,195
2020	$15,373,676	$24,114,016	$118,476,230	$-8,740,340
2019	$31,943,957	$32,477,841	$124,671,752	$-533,884
2018	$31,801,004	$31,453,926	$124,338,541	$347,078

CHAUTAUQUA INSTITUTION