CHESTNUT HILL COMMUNITY FUND (EIN 237182955) - 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

1972

Legal Domicile

Principal Officer

KATHRYN CLAYTON

Phone

2152488810

Tax Period

2024-04-01 to 2025-03-31

CHESTNUT HILL COMMUNITY FUND, founded in 1972, is a small nonprofit in the Community Improvement sector that reported $248K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $322K exceeded revenue, resulting in a 30% operating deficit.

Mission

THE SOLE PURPOSE OF THE ORGANIZATION IS TO ASSIST IN THE IMPROVEMENT OF THE QUALITY OF LIFE WITHIN THE CHESTNUT HILL SECTION OF PHILADELPHIA, PENNSYLVANIA.

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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 $184,938

Program Service Revenue $0

Investment Income $20,318

Other Revenue $42,375

TOTAL REVENUE $247,631

Expense Breakdown

Grants Paid $268,184

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $297,534

Other Expenses $54,108

TOTAL EXPENSES $322,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$247,631	$183,009	+0.4%
Expenses	$322,292	$108,006	+2.0%
Net Income	$-74,661	$75,003	-2.0%

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

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
KATHRYN CLAYTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
TONY BANKS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
THEODORE EDWARDS	TREASURER	1.00		$0	$0	$0
ANNE MCNIFF	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREW GLENDINNING	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD BERKMAN	TRUSTEE	1.00	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
2025	$247,631	$322,292	$1,429,340	$-74,661
2024	$183,009	$108,006	$1,460,881	$75,003
2023	$64,751	$63,358	$1,299,456	$1,393
2022	$90,881	$139,160	$1,380,506	$-48,279
2021	$112,094	$136,067	$1,461,622	$-23,973
2020	$88,175	$59,201	$1,199,163	$28,974
2019	$97,435	$75,773	$1,243,461	$21,662
2018	$236,830	$60,546	$1,231,580	$176,284

CHESTNUT HILL COMMUNITY FUND