CCBC FOUNDATION (EIN 251652518) - 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

1977

Legal Domicile

Principal Officer

ANDREW WINNER

Phone

7244899100

Tax Period

2024-07-01 to 2025-06-30

CCBC FOUNDATION, founded in 1977, is a small nonprofit that reported $343K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $142K, a strong 41% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT TO ASSIST CCBC IN PROVIDING EDUCATIONAL OPPORTUNITIES TO THE GENERAL STUDENT POPULATIONS, ENHANCE THE COLLEGE FACILITIES AND RESOURCES, AND PROMOTE PARTNERSHIPS WITH BUSINESS AND COMMUNITY LEADERS.

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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 $169,193

Program Service Revenue $0

Investment Income $121,766

Other Revenue $51,886

TOTAL REVENUE $342,845

Expense Breakdown

Grants Paid $159,209

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,459

Other Expenses $41,638

TOTAL EXPENSES $200,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$342,845	$580,908	-0.4%
Expenses	$200,847	$314,872	-0.4%
Net Income	$141,998	$266,036	-0.5%

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

$658,388

Total Directors

$297,345

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ROGER DAVIS	PRESIDENT	1.00	Officer Director	$0	$50,981	$297,345
JAY BULLIE	CHAIR	1.00	Officer Director	$0	$0	$0
LAURA MCGORTEY	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JACLYN BERG	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA CALLAN	DIRECTOR	1.00	Director	$0	$0	$0
CAPTAIN DANA DONATI	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MARR	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MASCARO JR	DIRECTOR	1.00	Director	$0	$0	$0
GLENN NATALI	DIRECTOR	1.00	Director	$0	$0	$0
FREDERICK RETSCH	DIRECTOR	1.00	Director	$0	$0	$0
ELI SHORAK	DIRECTOR	1.00	Director	$0	$0	$0
DR BRANDON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DR JANE BOVALINO	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW WINNER	EXECUTIVE DIRECTOR	5.00	Officer	$0	$20,229	$130,229
DENNIS ZEH	TREASURER	2.00	Officer	$0	$20,473	$130,473
LORILYNN SHANDOR	SECRETARY	5.00	Officer	$0	$37,841	$100,341

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	$342,845	$200,847	$4,614,176	$141,998
2024	$580,908	$314,872	$4,473,035	$266,036
2023	$605,605	$239,406	$4,013,995	$366,199
2022	$316,258	$287,161	$3,434,788	$29,097
2021	$357,554	$288,876	$3,718,181	$68,678
2020	$476,909	$2,463,882	$3,670,920	$-1,986,973
2019	$758,589	$1,429,632	$5,648,039	$-671,043
2018	$3,867,792	$738,855	$6,233,114	$3,128,937

CCBC FOUNDATION