DOVETAIL PARTNERS INC (EIN 522419510) - 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

2003

Legal Domicile

Principal Officer

KATHRYN FERNHOLZ

Phone

6123330430

Tax Period

2024-01-01 to 2024-12-31

DOVETAIL PARTNERS INC, founded in 2003, is a community nonprofit in the Environment sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 11% surplus.

Mission

DOVETAIL PARTNERS, INC. PROVIDES AUTHORITATIVE INFORMATION ABOUT THE IMPACTS AND TRADE-OFFS OF ENVIRONMENTAL DECISIONS, INCLUDING CONSUMPTION CHOICES, LAND USE AND POLICY ALTERNATIVES.

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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 $18,934

Program Service Revenue $1,170,067

Investment Income $21,427

Other Revenue $0

TOTAL REVENUE $1,210,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $451,308

Fundraising Expenses $25,645

Program Expenses $970,008

Other Expenses $622,071

TOTAL EXPENSES $1,073,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,210,428	$785,049	+0.5%
Expenses	$1,073,379	$702,461	+0.5%
Net Income	$137,049	$82,588	+0.7%

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

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

$147,539

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWIN CHANIN	DIRECTOR	1.00	Director	$0	$0	$0
JILL KOOSMANN	CHAIR	1.00	Officer Director	$0	$0	$0
ELIZABETH WOODWORTH	DIRECTOR	1.00	Director	$0	$0	$0
MARCELLA A WINDMULLER-CAMPIONE	DIRECTOR	1.00	Director	$0	$0	$0
KEDREN DILLARD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL DELONG	DIRECTOR	1.00	Director	$0	$0	$0
KATE SHELTON	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN FERNHOLZ	PRESIDENT	40.00	Officer	$147,539	$0	$147,539

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	$1,210,428	$1,073,379	$1,063,740	$137,049
2023	$785,049	$702,461	$931,901	$82,588
2022	$615,794	$602,657	$742,157	$13,137
2021	$740,768	$648,337	$706,628	$92,431
2020	$835,169	$529,518	$634,625	$305,651
2019	$413,459	$405,968	$295,765	$7,491
2018	$481,662	$504,110	$311,208	$-22,448

DOVETAIL PARTNERS INC