UNA CHAPMAN COX FOUNDATION (EIN 311680916) - 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

1999

Legal Domicile

Principal Officer

SHANNON WILDE

Phone

2023313918

Tax Period

2024-12-01 to 2025-11-30

UNA CHAPMAN COX FOUNDATION, founded in 1999, is a community nonprofit in the Public & Societal Benefit sector that reported $2.0M in total revenue in fiscal year 2024. Revenue fell 70% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $447K, a strong 22% operating margin.

Mission

SUPPORTS THE U.S. FOREIGN SVC THROUGH PROJECTS, PROGRAMS AND PROMOTION OF PUBLIC AWARENESS.

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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 $0

Program Service Revenue $0

Investment Income $2,000,485

Other Revenue $17,958

TOTAL REVENUE $2,018,443

Expense Breakdown

Grants Paid $95,000

Salaries & Benefits $441,613

Fundraising Expenses $0

Program Expenses $1,251,663

Other Expenses $1,034,397

TOTAL EXPENSES $1,571,010

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,018,443	$6,829,716	-0.7%
Expenses	$1,571,010	$2,082,266	-0.2%
Net Income	$447,433	$4,747,450	-0.9%

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

$153,604

Total Directors

$215,952

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY WOOD	SECRETARY/TREASURER	10.00	Officer Director	$63,954	$0	$63,954
SHANNON WILDE	PRESIDENT	10.00	Officer Director	$89,650	$0	$89,650
GLYN DAVIES	FOREIGN SERVICE TRUSTEE	10.00	Director	$31,174	$0	$31,174
GREY VANDEMARK	TRUSTEE	10.00	Director	$31,174	$0	$31,174
JO ELLEN POWELL	EXECUTIVE DIRECTOR	30.00	Highest	$132,869	$0	$132,869
DIAN VAN DE MARK	FORMER TRUSTEE	10.00		$31,174	$0	$31,174

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	$2,018,443	$1,571,010	$78,890,969	$447,433
2024	$6,829,716	$2,082,266	$70,914,949	$4,747,450
2023	$2,343,263	$1,750,152	$60,019,583	$593,111
2022	$4,113,311	$2,012,808	$57,480,839	$2,100,503
2021	$2,796,683	$2,026,454	$65,433,210	$770,229

UNA CHAPMAN COX FOUNDATION