ASHOKAN FOUNDATION INC (EIN 204966800) - 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

2007

Legal Domicile

Phone

8456578333

Tax Period

2024-01-01 to 2024-12-31

ASHOKAN FOUNDATION INC, founded in 2007, is a small nonprofit in the Environment sector that reported $236K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $44K, a strong 19% operating margin.

Mission

THE ASHOKAN FOUNDATION,INC.SUPPORTS THE ASHOKAN CENTER INC.,(A RELATED ORGANIZATION), WHICH REPRESENTS PROGRAMS THAT DEVELOP A NEW VISION FOR THE FUTURE COMBINING NATURE, HISTORY, AND THE ARTS.

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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 $55,433

Program Service Revenue $0

Investment Income $113,824

Other Revenue $66,531

TOTAL REVENUE $235,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $172,672

Other Expenses $191,858

TOTAL EXPENSES $191,858

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,788	$367,021	-0.4%
Expenses	$191,858	$236,628	-0.2%
Net Income	$43,930	$130,393	-0.7%

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

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
MICHAEL MERENDA SR	Director	1.00	Officer Director	$0	$0	$0
DAN GOTTFRIED	Treasurer	1.00	Officer Director	$0	$0	$0
VINNIE MARTUCCI	Director	1.00	Officer Director	$0	$0	$0
MOLLY MASON	Vice President	1.00	Officer Director	$0	$0	$0
ROSEMARY NICHOLS	Secretary	1.00	Officer Director	$0	$0	$0
JAY UNGAR	President	35.00	Officer 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	$235,788	$191,858	$8,767,019	$43,930
2023	$367,021	$236,628	$8,840,588	$130,393
2023	$367,021	$236,628	$8,840,588	$130,393
2022	$346,148	$240,805	$8,693,066	$105,343
2021	$97,975	$335,666	$8,789,420	$-237,691
2020	$66,753	$217,431	$9,246,163	$-150,678
2020	$66,753	$311,468	$9,161,363	$-244,715
2019	$202,852	$406,149	$9,279,022	$-203,297
2018	$129,414	$388,698	$9,551,613	$-259,284

ASHOKAN FOUNDATION INC