CATHARINE A HARRISON FUND (EIN 236412245) - 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

1961

Legal Domicile

Phone

5707240243

Tax Period

2023-01-01 to 2023-12-31

CATHARINE A HARRISON FUND, founded in 1961, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $308K in total revenue in fiscal year 2023. The organization ran a surplus of $53K, a strong 17% operating margin.

Mission

SUPPORTING ORGANIZATION FOR A 501(C)(3) CHARITY. THE CATHERINE HARRISON FUND DOES NOT MEET THE REQUIREMENTS TO BE A SUPPORTING ORGANIZATION (NEITHER TYPE I, II, NOR III), BUT DUE TO ITS FORMATION BEING PRIOR TO 1969, IT IS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $307,698

Other Revenue $0

TOTAL REVENUE $307,698

Expense Breakdown

Grants Paid $212,000

Salaries & Benefits $40,582

Fundraising Expenses $0

Program Expenses $232,291

Other Expenses $2,183

TOTAL EXPENSES $254,765

Year-over-Year Comparison

	2023	2022	Change
Revenue	$307,698	$292,626	+0.1%
Expenses	$254,765	$312,899	-0.2%
Net Income	$52,933	$-20,273	-3.6%

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

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
CITIZENS NORTHERN BANK	TRUSTEE	5.00		$40,583	$0	$40,583
HARRY WEBSTER III	TRUSTEE	5.00	Director	$0	$0	$0
AMY COOLIDGE WOOD	TRUSTEE	5.00	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	No data	No data	No data	No data
2023	$307,698	$254,765	$6,244,031	$52,933
2022	$292,626	$312,899	$5,609,691	$-20,273
2021	$587,171	$261,093	$5,181,811	$326,078
2020	$286,772	$256,010	$4,855,733	$30,762
2018	$350,084	$244,011	$4,771,372	$106,073

CATHARINE A HARRISON FUND