CONGREGATIONAL FOUNDATION INC (EIN 412091039) - 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

2003

Legal Domicile

Principal Officer

KEVIN GROMLEY

Phone

8002621620

Tax Period

2024-04-01 to 2025-03-31

CONGREGATIONAL FOUNDATION INC, founded in 2003, is a community nonprofit in the Religion sector that reported $1.0M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $494K, a strong 49% operating margin.

Mission

THE CONFREGATIONAL FOUNDATION SUPPORTS THE NATIONAL ASSOCIATION OF CONGREGATIONAL CHRISTIAN CHURCHES, ITS MINISTRIES AND PROGRAMS THROUGH A COMMITMENT TO CURRENT DONORS AND DEVELOPMENT OF PROSPECTIVE DONORS. THIER VISION IS TO DEVELOP LONG-TERM, SUSTAINABLE SOURCES OF REVENUE THAT SUPPORT THE NATIONAL ASSOCIATION OF CONFREGATIONAL CHRISTIAN CHURCHES' MINITRIES AND PROGRAMS.

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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 $218,253

Program Service Revenue $0

Investment Income $795,995

Other Revenue $0

TOTAL REVENUE $1,014,248

Expense Breakdown

Grants Paid $278,320

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $295,461

Other Expenses $242,023

TOTAL EXPENSES $520,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,014,248	$1,355,812	-0.3%
Expenses	$520,343	$487,108	+0.1%
Net Income	$493,905	$868,704	-0.4%

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

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
VARNUM PHILBROOK	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA HAMBY	PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN GROMLEY	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT SMITH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA LEONARD	BOARD MEMBER	1.00	Director	$0	$0	$0
REBEKAH BARSCH	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERLY MILNES	BOARD MEMBER	1.00	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
2025	$1,014,248	$520,343	$15,182,012	$493,905
2024	$1,355,812	$487,108	$14,662,670	$868,704
2023	$502,458	$545,413	$12,341,732	$-42,955
2022	$528,778	$325,935	$13,539,882	$202,843
2021	$983,750	$399,418	$13,403,525	$584,332
2020	$531,624	$147,802	$4,431,014	$383,822
2019	$368,859	$145,784	$4,447,450	$223,075

CONGREGATIONAL FOUNDATION INC