COMMONWEALTH HUMAN SERVICES FOUNDATION (EIN 522374004) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

JASON BROWN

Phone

8042855900

Tax Period

2022-10-01 to 2023-09-30

COMMONWEALTH HUMAN SERVICES FOUNDATION, founded in 2002, is a small nonprofit in the Religion sector that reported $428K in total revenue in fiscal year 2017. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $220K, a strong 51% operating margin.

Mission

TO SUPPORT THE ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $254,933

Other Revenue $0

TOTAL REVENUE $254,933

Expense Breakdown

Grants Paid $224,496

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $224,496

Other Expenses $27,626

TOTAL EXPENSES $252,122

Year-over-Year Comparison

	2022	2021	Change
Revenue	$254,933	$353,116	-0.3%
Expenses	$252,122	$247,998	+0.0%
Net Income	$2,811	$105,118	-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
CHRISTINE N THOMAS	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN G DANE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SCOTT HORCHLER	TREASURER	1.00	Officer Director	$0	$0	$0
COURTNEY FRIEDLEIN	TREASURER	1.00	Officer Director	$0	$0	$0
JAY BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
LLOYD C DUNNUVANT	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY M GILL	BOARD MEMBER	1.00	Director	$0	$0	$0
ELLEN GORTLER	BOARD MEMBER	1.00	Director	$0	$0	$0
LOUISE HARTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MALLORY MCCUNE	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN MORTENSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
J KEVIN MULDOWNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMUEL PATTERSON III	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN PUCCINELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANNE THOMPSON	BOARD MEMBER	1.00	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	$254,933	$252,122	$5,478,474	$2,811
2022	$353,116	$247,998	$5,191,855	$105,118
2021	$514,369	$230,676	$6,126,364	$283,693
2020	$226,132	$224,673	$5,222,832	$1,459
2019	$709,271	$332,203	$5,205,557	$377,068
2018	$428,248	$208,547	$4,847,680	$219,701

COMMONWEALTH HUMAN SERVICES FOUNDATION