COMMUNITY FOUNDATION OF THE EASTER… - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

ERICA JOSEPH

Phone

4107429911

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY FOUNDATION OF THE EASTERN SHOR, founded in 1984, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $17.6M in total revenue in fiscal year 2024. The organization ran a surplus of $7.2M, a strong 41% operating margin.

Mission

INSPIRING COMMUNITY PHILANTHROPY AND CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER.

Program Service Accomplishments

Program 1

Expenses: $2,695,201

EDUCATION - TO ASSIST VARIOUS SCHOOLS, COLLEGES, UNIVERSITIES AND LIBRARIES WITH FINANCIAL SUPPORT AND SCHOLARSHIPS AS WELL AS SUPPORT FOR VARIOUS NON-PROFIT'S EDUCATIONAL INITIATIVES.

Program 2

Expenses: $2,318,988

HUMAN SERVICES - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING EMERGENCY AND SOCIAL SERVICES TO THE COMMUNITY

Program 3

Expenses: $951,124

HEALTH BASED PROGRAMS - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING PROGRAMS AND SERVICES TO THE COMMUNITY.

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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 $9,678,965

Program Service Revenue $0

Investment Income $7,403,359

Other Revenue $482,175

TOTAL REVENUE $17,564,499

Expense Breakdown

Grants Paid $8,590,280

Salaries & Benefits $1,186,098

Fundraising Expenses $627,204

Program Expenses $9,156,763

Other Expenses $593,869

TOTAL EXPENSES $10,370,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,564,499	$16,943,866	+0.0%
Expenses	$10,370,247	$8,533,623	+0.2%
Net Income	$7,194,252	$8,410,243	-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

Employees

Volunteers

100

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

$175,310

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED BARBER	DIRECTOR	1.00	Director	$0	$0	$0
DEAN LEWIS	SECRETARY	1.00	Officer Director	$0	$0	$0
DR RICHARD WARREN JR	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY TAWES	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN BROWN SR	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN EVANS	TREASURER	1.00	Officer Director	$0	$0	$0
TYRONE MILLS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM MCCAIN	DIRECTOR	1.00	Director	$0	$0	$0
GINNIE MALONE	DIRECTOR	1.00	Director	$0	$0	$0
JANICE PERDUE	DIRECTOR	1.00	Director	$0	$0	$0
MELODY NELSON	DIRECTOR	1.00	Director	$0	$0	$0
LU ANN GOLDSBOROUGH	DIRECTOR	1.00	Director	$0	$0	$0
ANDY KIM	DIRECTOR	1.00	Director	$0	$0	$0
DR ANNETTE E WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PHOEBUS	DIRECTOR	1.00	Director	$0	$0	$0
GAIL FOLTZ	DIRECTOR	1.00	Director	$0	$0	$0
DR GEORGE I WHITEHEAD III	DIRECTOR	1.00	Director	$0	$0	$0
SONYA WHITED	DIRECTOR	1.00	Director	$0	$0	$0
VELDA HENRY	CHAIRWOMAN	1.00	Officer Director	$0	$0	$0
GAYLE WIDDOWSON	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL O'CONNELL II	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
SHARONE GRANT	DIRECTOR	1.00	Director	$0	$0	$0
JIM JONES	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MATHERS	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
ERICA JOSEPH	PRESIDENT	37.50	Officer	$153,991	$21,319	$175,310
VERONIQUE DIRIKER	CHIEF STRATEGY OFFICER	37.50	Highest	$105,898	$7,847	$113,745
SHARON DICKSON	VICE - PRESIDENT	37.50	Highest	$102,883	$7,644	$110,527

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	$17,564,499	$10,370,247	$198,762,465	$7,194,252
2024	No data	No data	No data	No data
2023	$13,185,530	$7,632,340	$159,381,501	$5,553,190
2022	$16,050,496	$8,544,016	$144,509,312	$7,506,480
2021	$10,565,125	$6,254,513	$160,822,135	$4,310,612
2020	$9,734,628	$6,785,372	$118,140,564	$2,949,256
2019	$9,741,528	$7,457,204	$122,900,381	$2,284,324
2018	$9,269,453	$6,500,853	$122,156,139	$2,768,600

COMMUNITY FOUNDATION OF THE EASTERN SHOR