Mendon Foundation Inc (EIN 161434681) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

Bradley Carlson

Phone

5854971214

Tax Period

2024-01-01 to 2024-12-31

Mendon Foundation Inc, founded in 1992, is a micro nonprofit that reported $23K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10K, a strong 42% operating margin.

Mission

To preserve and protect "open spaces" in the Town of Mendon, NY and nearby towns.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,080

Program Service Revenue $0

Investment Income $4,336

Other Revenue $3,299

TOTAL REVENUE $22,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,813

Other Expenses $13,167

TOTAL EXPENSES $13,167

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,715	$51,732	-0.6%
Expenses	$13,167	$15,311	-0.1%
Net Income	$9,548	$36,421	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
Bradley Carlson	President	7.00	Officer Director	$0	$0	$0
Blaine Grindle	Vice President	4.00	Officer Director	$0	$0	$0
Francis Celona	Treasurer	7.00	Officer Director	$0	$0	$0
Diane Ham	Secretary	1.00	Officer Director	$0	$0	$0
Rodney Ham	Director	2.00	Director	$0	$0	$0
Bonnie Coddington	Director	2.00	Director	$0	$0	$0
John Farrell	Director	4.00	Director	$0	$0	$0
Paige Jokl	Director	2.00	Director	$0	$0	$0
Michael Torpey	Director	2.00	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
2024	$22,715	$13,167	$1,550,495	$9,548
2023	$51,732	$15,311	$1,542,438	$36,421
2022	$20,289	$15,547	$1,504,759	$4,742
2021	$23,243	$17,516	$1,499,514	$5,727
2020	$14,672	$14,543	$1,493,951	$129
2019	$15,101	$15,976	$1,493,648	$-875
2018	$16,709	$16,488	$1,494,523	$221

Mendon Foundation Inc