Finnup Foundation (EIN 480845233) - 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

1977

Legal Domicile

Principal Officer

Caverly Hart

Phone

6202763032

Tax Period

2024-01-01 to 2024-12-31

Finnup Foundation, founded in 1977, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.1M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $340K, a strong 17% operating margin.

Mission

Grantwriting for programs in the areas of families, youth, education, social services, and conservation.

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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 $0

Program Service Revenue $0

Investment Income $1,372,036

Other Revenue $684,418

TOTAL REVENUE $2,056,454

Expense Breakdown

Grants Paid $1,009,257

Salaries & Benefits $382,507

Fundraising Expenses $0

Program Expenses $1,009,257

Other Expenses $325,153

TOTAL EXPENSES $1,716,917

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,056,454	$2,352,496	-0.1%
Expenses	$1,716,917	$1,990,495	-0.1%
Net Income	$339,537	$362,001	-0.1%

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

N/A

Employees

Volunteers

N/A

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

$240,132

Total Directors

$240,132

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Caverly Hart	Trustee	40.00	Officer Director	$144,463	$15,669	$160,132
Lance Woodbury	Trustee	4.00	Officer Director	$40,000	$0	$40,000
John D Pinegar	Trustee	4.00	Officer Director	$40,000	$0	$40,000

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	$2,056,454	$1,716,917	$31,823,793	$339,537
2023	$2,352,496	$1,990,495	$31,925,478	$362,001
2022	$2,244,517	$2,011,901	$31,669,107	$232,616
2021	$4,113,121	$1,863,170	$31,187,591	$2,249,951
2020	$1,795,129	$1,296,524	$28,403,625	$498,605
2019	$2,134,969	$1,456,553	$27,898,067	$678,416
2018	$2,449,494	$1,411,662	$27,333,210	$1,037,832

Finnup Foundation