The Philanthropy Connection Inc (EIN 460665444) - 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

2012

Legal Domicile

Principal Officer

Cathy Konicki

Phone

6175447812

Tax Period

2023-01-01 to 2023-12-31

The Philanthropy Connection Inc, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $317K in total revenue in fiscal year 2023.

Mission

The Philanthropy Connections mission is to inspire, teach, and enable women to engage in collective philanthropy, in order to provide grants to charitable organizations that improve the quality of life for low-resource individuals and families living in Massachusetts.

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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 $303,822

Program Service Revenue $0

Investment Income $12,898

Other Revenue $0

TOTAL REVENUE $316,720

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $269,030

Other Expenses $68,169

TOTAL EXPENSES $318,169

Year-over-Year Comparison

	2023	2022	Change
Revenue	$316,720	$321,231	0.0%
Expenses	$318,169	$353,069	-0.1%
Net Income	$-1,449	$-31,838	-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

132

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
Leslie Levenson	Co-President	10.00	Officer Director	$0	$0	$0
Kelsea Medard	Co-President	10.00	Officer Director	$0	$0	$0
Cathy Konicki	Treasurer	10.00	Officer Director	$0	$0	$0
Leigh Chandler	Clerk	5.00	Officer Director	$0	$0	$0
Annemieke Rice	Director	5.00	Director	$0	$0	$0
Melanie Calzetti-Spahr	Director	5.00	Director	$0	$0	$0
Valerie Godhwani	Director	5.00	Director	$0	$0	$0
Barbara Gaskin	Director	5.00	Director	$0	$0	$0
Cassandra Trujillo	Director	5.00	Director	$0	$0	$0
Clare Rager	Director	5.00	Director	$0	$0	$0
Jennifer Morrison	Director	5.00	Director	$0	$0	$0
Sue Meehan	Director	5.00	Director	$0	$0	$0
Tatiana Joyce	Director	5.00	Director	$0	$0	$0
Bodi Luse	Director	5.00	Director	$0	$0	$0
Sarah Rahman	Director	5.00	Director	$0	$0	$0
Penny Weeks	Director	5.00	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
2024	No data	No data	No data	No data
2023	$316,720	$318,169	$564,464	$-1,449
2022	$321,231	$353,069	$573,491	$-31,838
2021	$376,554	$325,135	$580,079	$51,419
2020	$349,969	$312,051	$531,202	$37,918
2019	$336,416	$314,742	$493,242	$21,674
2018	$310,974	$311,413	$477,818	$-439

The Philanthropy Connection Inc