The Joshua Chamberlain Society (EIN 262208651) - 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

2007

Legal Domicile

Principal Officer

TODD NAULT

Phone

3147145190

Tax Period

2023-01-01 to 2023-12-31

The Joshua Chamberlain Society, founded in 2007, is a small nonprofit in the Human Services sector that reported $737K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $130K, a strong 18% operating margin.

Mission

The mission of The Joshua Chamberlain Society is to identify and adopt wounded or fallen military service members who have made such an extraordinary sacrifice for our country. In the same fashion that our service member

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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 $512,344

Program Service Revenue $0

Investment Income $50,302

Other Revenue $173,877

TOTAL REVENUE $736,523

Expense Breakdown

Grants Paid $317,166

Salaries & Benefits $96,153

Fundraising Expenses $176,598

Program Expenses $407,387

Other Expenses $192,975

TOTAL EXPENSES $606,294

Year-over-Year Comparison

	2023	2022	Change
Revenue	$736,523	$622,490	+0.2%
Expenses	$606,294	$493,346	+0.2%
Net Income	$130,229	$129,144	+0.0%

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

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

$89,320

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Holly Schmitz	Executive Director of Deve	040.00	Officer	$55,000	$0	$55,000
Todd Nault	Executive Director of Oper	026.00	Officer	$34,320	$0	$34,320
Matthew Cutler	President	015.00	Officer Director	$0	$0	$0
Randy Soriano	Vice President	010.00	Officer Director	$0	$0	$0
Gary Kellmann	Secretary	005.00	Officer Director	$0	$0	$0
John Mabry	Member	002.00	Director	$0	$0	$0
Charles Hildebrand	Treasurer	010.00	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	$736,523	$606,294	$1,500,372	$130,229
2022	$622,490	$493,346	$1,324,386	$129,144
2021	$373,667	$348,896	$1,299,453	$24,771
2020	$374,720	$329,620	$1,220,506	$45,100
2019	$517,717	$364,805	$1,090,121	$152,912
2018	$436,556	$370,195	$909,298	$66,361

The Joshua Chamberlain Society