The Congregational Home Foundation (EIN 237067253) - 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

1966

Legal Domicile

Phone

7852671666

Tax Period

2024-01-01 to 2024-12-31

The Congregational Home Foundation, founded in 1966, is a small nonprofit in the Human Services sector that reported $134K in total revenue in fiscal year 2024. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $119K left a modest 11% surplus.

Mission

THE FOUNDATION'S MISSION IS TO SUPPORT THE MISSION OF THE CONGREGATIONAL HOME, D/B/A BREWSTER.

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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 $111,118

Program Service Revenue $0

Investment Income $20,603

Other Revenue $2,123

TOTAL REVENUE $133,844

Expense Breakdown

Grants Paid $87,029

Salaries & Benefits $0

Fundraising Expenses $2,210

Program Expenses $99,242

Other Expenses $31,868

TOTAL EXPENSES $118,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,844	$540,406	-0.8%
Expenses	$118,897	$112,387	+0.1%
Net Income	$14,947	$428,019	-1.0%

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

$330,526

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Becky Dickinson	Secretary	0.5	Officer Director	$0	$0	$0
Robert Maxwell	Chair	0.5	Officer Director	$0	$0	$0
Don Buchanan	Trustee	0.5	Director	$0	$0	$0
John Salisbury	Trustee	0.5	Director	$0	$0	$0
Darin Feldkamp	CFO (INCOMING 9/30/24)	3.0	Officer	$0	$0	$30,000
Mary Blubaugh	CEO	3.0	Officer	$0	$173	$200,000
Melissa Reynolds	CFO (OUTGOING 7/8/24)	3.0	Officer	$0	$20,063	$100,526

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	$133,844	$118,897	$3,062,321	$14,947
2023	$540,406	$112,387	$3,010,820	$428,019
2022	$306,299	$139,752	$2,731,766	$166,547
2021	$753,885	$553,551	$3,042,437	$200,334
2020	$545,108	$168,574	$2,813,652	$376,534
2019	$273,588	$271,896	$2,313,210	$1,692
2018	$543,195	$346,872	$2,142,706	$196,323

The Congregational Home Foundation