UNA CHAPMAN COX FOUNDATION

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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

THE FOUNDATION SUPPORTS THE U.S. FOREIGN SERVICE BY PROMOTING PUBLIC AWARENESS OF THE IMPORTANCE OF THE U.S. FOREIGN SERVICE AND UNDERTAKING AND/OR FUNDING VARIOUS PROJECTS AND PROGRAMS WHICH SUPPORT THE U.S. FOREIGN SERVICE.

Program Service Accomplishments

Program 1

Expenses: $187,500

MERIDIAN-COX FOREIGN SERVICE FELLOWSHIP: THE COX FOUNDATION AND MERIDIAN INTERNATIONAL CENTER HOSTED FOR A SECOND CONSECUTIVE YEAR A SUCCESSFUL WEEK-LONG SEMINAR THAT BROUGHT TOGETHER STUDENTS FROM AROUND THE COUNTRY TO LEARN ABOUT CAREERS IN THE U.S. FOREIGN SERVICE. THE SEMINAR OFFERED A UNIQUE OPPORTUNITY FOR STUDENTS TO ENGAGE WITH PRACTITIONERS OF DIPLOMACY AND VISIT ORGANIZATIONS THAT SHAPE U.S. FOREIGN POLICY. THE PROJECT CONCLUDED SUCCESSFULLY IN JUNE 2025.

Program 2

Expenses: $150,600

AMERICAN DIPLOMACY PROJECT: IN YEAR 3 OF THIS PROJECT, THE TEAM CONTINUED TO ENGAGE WITH SENATE AND HOUSE FOREIGN AFFAIRS COMMITTEES AS WELL AS WITH OTHER CONGRESSIONAL OFFICES TO ENSURE THAT...

AMERICAN DIPLOMACY PROJECT: IN YEAR 3 OF THIS PROJECT, THE TEAM CONTINUED TO ENGAGE WITH SENATE AND HOUSE FOREIGN AFFAIRS COMMITTEES AS WELL AS WITH OTHER CONGRESSIONAL OFFICES TO ENSURE THAT PROVISIONS OF THE "BLUEPRINTS FOR A MORE MODERN U.S. DIPLOMATIC SERVICE" TO ESTABLISH A DIPLOMATIC RESERVE CORPS AND STRENGTHEN LONG-TERM PROFESSIONAL TRAINING FOR THE FOREIGN SERVICE CONTINUE TO RECEIVE DUE CONSIDERATION IN THE 2026 STATE AUTHORIZATION BILL. THAT PROCESS IS STILL UNDERWAY IN THE CONGRESS, AND INCLUDES LANGUAGE TO SUPPORT LONG-TERM PROFESSIONAL TRAINING FOR THE FOREIGN SERVICE.

Program 3

Expenses: $104,000

ADST - A CENTURY OF SERVICE AND SACRIFICE: TO MARK THE CENTENARY OF THE U.S. FOREIGN SERVICE, THE FOUNDATION CONTRACTED WITH THE ASSOCIATION FOR DIPLOMATIC STUDIES AND TRAINING CREATED AN ANTHOLOGY BASED ON ORAL HISTORIES OF MORE THAN 35 STORIES OF HOW AMERICAN DIPLOMATS HAVE PROTECTED U.S. CITIZENS ABROAD, SUPPORTED U.S. BUSINESSES AND FARMERS, SAFEGUARDED OUR COLLECTIVE SECURITY, HEALTH, AND IDEALS, AND MADE THE U.S. SAFER, STRONGER, AND MORE PROSPEROUS. ADST DELIVERED MORE THAN 30 CUSTOMIZED PRESENTATIONS AROUND THE COUNTRY, FROM ALABAMA TO WISCONSIN. THE PRESENTATIONS REMAIN IN HIGH DEMAND AND WILL CONTINUE IN 2026.

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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