ANN AND GARY DICKINSON FAMILY CHARITABLE FOUNDATION (EIN 431799476) - 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

1998

Legal Domicile

Phone

8168420944

Tax Period

2024-01-01 to 2024-12-31

ANN AND GARY DICKINSON FAMILY CHARITABLE FOUNDATION, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 614% from the prior year, signaling strong growth momentum. Net assets of $15.9M represent 101 months of operating reserves.

Mission

TO PROVIDE ENHANCED ACCESS TO PARTICIPATE IN EDUCATION, RECREATION, ARTS, HISTORICAL PRESERVATION AND COMMUNITY DEVELOPMENT PRIMARILY THROUGH FUNDING OF CONSTRUCTION OF FACILITIES.

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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 $704,528

Program Service Revenue $0

Investment Income $855,094

Other Revenue $324,943

TOTAL REVENUE $1,884,565

Expense Breakdown

Grants Paid $1,774,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,774,700

Other Expenses $95,208

TOTAL EXPENSES $1,869,908

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,884,565	$263,881	+6.1%
Expenses	$1,869,908	$633,667	+2.0%
Net Income	$14,657	$-369,786	-1.0%

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
AMY DICKINSON HOLEWINSKI	CHAIR AND PRESIDENT	2.0	Officer Director	$0	$0	$0
DANIEL L DICKINSON	VICE PRESIDENT/TREASURER	2.0	Officer Director	$0	$0	$0
JANE DICKINSON KRESS	VICE PRESIDENT/SECRETARY	2.0	Officer Director	$0	$0	$0
BURT DICKINSON	DIRECTOR	2.0	Director	$0	$0	$0
EDWARD P MILBANK	DIRECTOR	2.0	Director	$0	$0	$0
JANICE C KREAMER	DIRECTOR	2.0	Director	$0	$0	$0
JENNY ERDMAN	DIRECTOR	2.0	Director	$0	$0	$0
LAURA GOETTSCH	DIRECTOR	2.0	Director	$0	$0	$0
NAN CHAPMAN	DIRECTOR	2.0	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
2024	$1,884,565	$1,869,908	$16,281,232	$14,657
2023	$263,881	$633,667	$14,458,069	$-369,786
2022	$884,058	$1,674,583	$13,708,042	$-790,525
2021	$2,660,965	$2,146,002	$19,054,311	$514,963
2020	$1,996,620	$1,794,352	$17,267,399	$202,268
2019	$803,038	$997,668	$16,887,125	$-194,630

ANN AND GARY DICKINSON FAMILY CHARITABLE FOUNDATION