SAUGANASH FOUNDATION (EIN 311538838) - 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

1997

Legal Domicile

Principal Officer

Anthony M McCarthy

Phone

9146323778

Tax Period

2023-01-01 to 2023-12-31

SAUGANASH FOUNDATION, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $280K in total revenue in fiscal year 2023. Revenue surged 3233% from the prior year, signaling strong growth momentum.

Mission

Support organization

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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 $0

Program Service Revenue $0

Investment Income $280,083

Other Revenue $0

TOTAL REVENUE $280,083

Expense Breakdown

Grants Paid $275,530

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $275,530

Other Expenses $0

TOTAL EXPENSES $275,530

Year-over-Year Comparison

	2023	2022	Change
Revenue	$280,083	$8,403	+32.3%
Expenses	$275,530	N/A	N/A
Net Income	$4,553	$8,403	-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

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

$133,543

Total Directors

$60,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gregory A Byrnes	Vice President	0.15	Officer	$0	$0	$67,143
Arthur Kim C Rivera	Treasurer	0.75	Officer	$0	$18,000	$35,000
Michael A Coan	Secretary	2	Officer Director	$0	$14,400	$31,400
Gregory G Giebler	Trustee	0.15	Director	$0	$29,400	$29,400
Frederick A Smith	Trustee	0.15	Director	$0	$0	$0
Anthony M McCarthy	President	0.15	Officer	$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
2023	$280,083	$275,530	$57,641	$4,553
2022	$8,403	No data	$53,088	No data
2021	$4	No data	$44,685	No data
2020	$14	No data	$44,681	No data
2019	$386,806	$378,553	$44,667	$8,253
2018	$2,852,894	$2,832,460	$36,414	$20,434

SAUGANASH FOUNDATION