CHRISTERMON FOUNDATION (EIN 330262226) - 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

1987

Legal Domicile

Principal Officer

HOLLY WINNEKER

Phone

9498375291

Tax Period

2023-01-01 to 2023-12-31

CHRISTERMON FOUNDATION, founded in 1987, is a small nonprofit in the Education sector that reported $672K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $628K left a modest 7% surplus.

Mission

AWARDING EDUCATIONAL SCHOLARSHIPS.

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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 $564,033

Program Service Revenue $0

Investment Income $65,492

Other Revenue $42,007

TOTAL REVENUE $671,532

Expense Breakdown

Grants Paid $270,073

Salaries & Benefits $116,752

Fundraising Expenses $33,009

Program Expenses $534,138

Other Expenses $240,871

TOTAL EXPENSES $627,696

Year-over-Year Comparison

	2023	2022	Change
Revenue	$671,532	$746,708	-0.1%
Expenses	$627,696	$691,553	-0.1%
Net Income	$43,836	$55,155	-0.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL MARKERT	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ROSS	DIRECTOR	1.00	Director	$0	$0	$0
CHERI HOFFER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT FORTIN	DIRECTOR	1.00	Director	$0	$0	$0
BOB THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
JON SCRIVEN	DIRECTOR	1.00	Director	$0	$0	$0
DICK WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
AMY SEIFERT	DIRECTOR	2.00	Director	$0	$0	$0
ABE WALCZAK	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN BOECK	DIRECTOR	1.00	Director	$0	$0	$0
CARL CARLSON	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SIMENTON	DIRECTOR	1.00	Director	$0	$0	$0
RYAN DOW	DIRECTOR	1.00	Director	$0	$0	$0
ELSIE WOLFE	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN DECLERCQ ABELLI	DIRECTOR	1.00	Director	$0	$0	$0
KATHIE KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY WINNEKER	PRESIDENT	2.00	Officer	$0	$0	$0
STEVE POWELL	VICE PRESIDENT	2.00	Officer	$0	$0	$0
ALEXANDRA BRISTOL	TREASURER	2.00	Officer	$0	$0	$0
CHELSEA RUDDY	SECRETARY	1.00	Officer	$0	$0	$0
SEAN MCCAFFERY	ASSOC. VP - CHRISTERMON GOLF CLASSIC	1.00	Officer	$0	$0	$0
DANIEL HORSCH	ASSOC. VP - N. CALIFORNIA GOLF CLASSIC	1.00	Officer	$0	$0	$0
PAUL MACKEY	ASSOC. VP - SUMMER GOLF CLASSIC	1.00	Officer	$0	$0	$0
MATT CATANIO	ASSOC. VP - ROCKIN IN THE VINEYARD	1.00	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
2024	No data	No data	No data	No data
2023	$671,532	$627,696	$2,125,455	$43,836
2022	$746,708	$691,553	$1,929,071	$55,155
2021	$670,837	$460,645	$2,182,232	$210,192
2020	$215,082	$417,714	$1,999,872	$-202,632
2019	$618,582	$681,232	$2,110,342	$-62,650
2018	$543,270	$584,603	$1,995,085	$-41,333

CHRISTERMON FOUNDATION