Chester County Community Foundation (EIN 232773822) - 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

1994

Legal Domicile

Principal Officer

KAREN SIMMONS

Phone

6106968211

Tax Period

2024-07-01 to 2025-06-30

Chester County Community Foundation, founded in 1994, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $21.1M in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.3M, a strong 58% operating margin.

Mission

CONNECTS PEOPLE WHO CARE WITH THE CAUSES THAT MATTER, SO THEIR PHILANTHROPY MAKES A DIFFERENCE NOW AND FOREVER.

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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 $13,125,802

Program Service Revenue $77,983

Investment Income $7,921,448

Other Revenue $0

TOTAL REVENUE $21,125,233

Expense Breakdown

Grants Paid $6,591,868

Salaries & Benefits $1,076,017

Fundraising Expenses $62,101

Program Expenses $8,449,250

Other Expenses $1,195,624

TOTAL EXPENSES $8,863,509

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,125,233	$14,532,199	+0.5%
Expenses	$8,863,509	$6,843,480	+0.3%
Net Income	$12,261,724	$7,688,719	+0.6%

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

150

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

$386,415

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN SIMMONS	PRESIDENT/CEO	55.0	Officer	$219,138	$31,947	$251,085
BOB FERGUSON	EXEC VP, BUSINESS AFFAIRS	40.0	Officer	$127,908	$7,422	$135,330
ZEBULUN DAVENPORT EDD	BOARD CHAIR	1.12	Officer Director	$0	$0	$0
ERIK GUDMUNDSON	CHAIR ELECT	1.35	Officer Director	$0	$0	$0
WINIFRED MORAN SEBASTIAN ESQ	IMMEDIATE PAST CHAIR	0.48	Officer Director	$0	$0	$0
EMILY TEMPLE ABELS ESQ	BOARD VICE CHAIR	1.08	Officer Director	$0	$0	$0
LES BEAR	BOARD VICE CHAIR	0.96	Officer Director	$0	$0	$0
STEPHANIE PAHIDES KALOGREDIS ESQ	BOARD VICE CHAIR; COMM CHAIR	1.0	Officer Director	$0	$0	$0
ROB NECARSULMER	CORP SEC/TRES; COMMITTEE CHAIR	0.94	Officer Director	$0	$0	$0
MARK MCCARRON	COMMITTEE CHAIR	0.98	Director	$0	$0	$0
ELIZABETH ZWANN MILNE ESQ	COMMITTEE CHAIR	0.94	Director	$0	$0	$0
JOHN ALLEGRETTO ESQ	COMMITTEE MEMBER	0.75	Director	$0	$0	$0
DENISE ANTONELLI ESQ	COMMITTEE MEMBER	0.75	Director	$0	$0	$0
DEB BOOKMAN	COMMITTEE MEMBER (TERM 10/24)	0.12	Director	$0	$0	$0
REV DR RICHELLE FOREMAN GUNTER	COMMITTEE MEMBER	0.75	Director	$0	$0	$0
NICHOLAS HOFFMAN CPA	COMMITTEE MEMBER	0.81	Director	$0	$0	$0
BRONWYN MARTIN PHD	COMMITTEE MEMBER	0.75	Director	$0	$0	$0
NATALIE ORTEGA MORAN EDD	COMMITTEE MEMBER (TERM 11/24)	0.12	Director	$0	$0	$0
DONNA URIAN CPA	COMMITTEE MEMBER	0.75	Director	$0	$0	$0
DAVID VERMEIL	COMMITTEE MEMBER	0.75	Director	$0	$0	$0
CINDY RAY CPA	COMMITTEE MEMBER	0.75	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	$21,125,233	$8,863,509	$136,202,115	$12,261,724
2024	$14,532,199	$6,843,480	$118,449,078	$7,688,719
2023	$20,699,529	$8,621,620	$103,228,321	$12,077,909
2022	$21,195,715	$8,001,365	$86,163,241	$13,194,350
2021	$17,661,359	$9,662,491	$91,764,111	$7,998,868
2020	$10,391,723	$4,524,327	$69,411,798	$5,867,396
2019	$11,022,747	$4,790,761	$64,791,228	$6,231,986

Chester County Community Foundation