NORTH EAST COMMUNITY FOUNDATION (EIN 251650208) - 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

1991

Legal Domicile

Principal Officer

KAREN BILOWITH

Phone

8147257107

Tax Period

2023-01-01 to 2023-12-31

NORTH EAST COMMUNITY FOUNDATION, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $810K in total revenue in fiscal year 2023. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $752K left a modest 7% surplus.

Mission

PUBLIC CHARITABLE COMMUNITY FOUNDATION

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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 $332,691

Program Service Revenue $0

Investment Income $477,489

Other Revenue $0

TOTAL REVENUE $810,180

Expense Breakdown

Grants Paid $500,226

Salaries & Benefits $0

Fundraising Expenses $17,398

Program Expenses $632,391

Other Expenses $251,751

TOTAL EXPENSES $751,977

Year-over-Year Comparison

	2023	2022	Change
Revenue	$810,180	$5,655,422	-0.9%
Expenses	$751,977	$597,171	+0.3%
Net Income	$58,203	$5,058,251	-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

$315,668

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM LEWIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
VERNON FRYE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT JEFFREY ESQ	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTOPHER MILLER	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH A PHILLIPS	SECRETARY	1.00	Officer Director	$0	$0	$0
DAN ADAMUS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID MEEHL	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER SMITH	TRUSTEE	1.00	Director	$0	$0	$0
JIM GORZYNSKI	TRUSTEE	1.00	Director	$0	$0	$0
KELLY MONTEFIORI	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
KAREN BILOWITH	PRESIDENT	1.00	Officer	$0	$31,168	$315,668

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	$810,180	$751,977	$16,124,238	$58,203
2022	$5,655,422	$597,171	$15,058,811	$5,058,251
2021	$2,049,144	$464,418	$11,474,978	$1,584,726
2020	$673,855	$546,379	$8,867,788	$127,476
2019	$266,142	$411,938	$7,885,187	$-145,796
2018	$2,333,402	$261,542	$7,024,922	$2,071,860

NORTH EAST COMMUNITY FOUNDATION