FENWICK FOUNDATION (EIN 274879033) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

THOMAS G FONSECA

Phone

7037400077

Tax Period

2023-01-01 to 2023-12-31

FENWICK FOUNDATION, founded in 2011, is a small nonprofit in the Human Services sector that reported $252K in total revenue in fiscal year 2018. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $233K left a modest 8% surplus.

Mission

THE FENWICK FOUNDATION PROVIDES LIFE-ENRICHING, LIFE-SUPPORTING, & HEALTHCARE SUPPORT TO LOW INCOME OLDER ADULTS, VETERANS, SPECIAL NEEDS, AND CAREGIVERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $619,464

Program Service Revenue $2,300

Investment Income $4,854

Other Revenue $790

TOTAL REVENUE $627,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,120

Fundraising Expenses $5,400

Program Expenses $562,872

Other Expenses $495,982

TOTAL EXPENSES $582,102

Year-over-Year Comparison

	2023	2022	Change
Revenue	$627,408	$682,993	-0.1%
Expenses	$582,102	$665,987	-0.1%
Net Income	$45,306	$17,006	+1.7%

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

$80,000

Total Directors

$80,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS FONSECA	PRESIDENT; CHAIRMAN OF BOA	40.00	Officer Director	$0	$0	$0
ALEXANDER GORNY	EXECUTIVE DIRECTOR & SECRE	40.00	Officer Director	$80,000	$0	$80,000
RICHARD R BELLE ISLE	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID HANSCOM	DIRECTOR	0.50	Director	$0	$0	$0
KARI GALLOWAY	DIRECTOR	0.50	Director	$0	$0	$0
SARA GREENBERG	DIRECTOR	0.50	Director	$0	$0	$0
TERRI LYNCH	DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH SHANNON	DIRECTOR	0.50	Director	$0	$0	$0
MELISSA LOEWE	DIRECTOR	0.50	Director	$0	$0	$0
SHEILA CRONIN	DIRECTOR	0.50	Director	$0	$0	$0
JANET ROSE	DIRECTOR	0.50	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	$627,408	$582,102	$422,065	$45,306
2021	$428,461	$376,892	$327,206	$51,569
2020	$212,410	$198,890	$204,619	$13,520
2019	$317,230	$254,914	$175,924	$62,316
2018	$251,983	$232,556	$115,681	$19,427

FENWICK FOUNDATION