CATHERINE VIOLET HUBBARD FOUNDATION INC (EIN 461967347) - 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

2013

Legal Domicile

Principal Officer

JENNIFER HUBBARD

Phone

8666208640

Tax Period

2023-01-01 to 2023-12-31

CATHERINE VIOLET HUBBARD FOUNDATION INC, founded in 2013, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2023. The organization ran a surplus of $480K, a strong 38% operating margin.

Mission

ENRICHING THE LIVES OF ALL BEINGS BY PROMOTING COMPASSION AND ACCEPTANCE

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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 $1,163,443

Program Service Revenue $0

Investment Income $73,789

Other Revenue $26,422

TOTAL REVENUE $1,263,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $361,995

Fundraising Expenses $237,920

Program Expenses $411,187

Other Expenses $421,646

TOTAL EXPENSES $783,641

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,263,654	$1,209,204	+0.0%
Expenses	$783,641	$939,695	-0.2%
Net Income	$480,013	$269,509	+0.8%

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

883

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

$110,000

Total Directors

$110,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP HUBBARD	CHAIR	10.00	Officer Director	$0	$0	$0
EARL WHEWAY	VICE CHAIR	5.00	Officer Director	$0	$0	$0
KEVIN MASSETT	TREASURER	5.00	Officer Director	$0	$0	$0
JENNIFER HUBBARD	PRESIDENT	40.00	Officer Director	$105,487	$4,513	$110,000
KELLY MCCORMICK-SULLIVAN	SECRETARY	2.00	Officer Director	$0	$0	$0
NEWMAN ROCHESTER	DIRECTOR	2.00	Director	$0	$0	$0
LORIS EMINENTE	DIRECTOR	2.00	Director	$0	$0	$0
DAN WATSON	DIRECTOR	2.00	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	$1,263,654	$783,641	$4,997,078	$480,013
2022	$1,209,204	$939,695	$4,480,735	$269,509
2021	$830,017	$634,560	$4,373,334	$195,457
2020	$518,184	$585,728	$4,128,176	$-67,544
2019	$728,850	$608,936	$4,169,715	$119,914
2018	$798,475	$387,585	$3,824,100	$410,890

CATHERINE VIOLET HUBBARD FOUNDATION INC