CRESTWOOD FOUNDATION INCORPORATION (EIN 542049780) - 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

2001

Legal Domicile

Principal Officer

TJ HUGHES

Phone

8048973458

Tax Period

2024-01-01 to 2024-12-31

CRESTWOOD FOUNDATION INCORPORATION, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $785K in total revenue in fiscal year 2019. Revenue surged 350% from the prior year, signaling strong growth momentum. The organization ran a surplus of $755K, a strong 96% operating margin.

Mission

ACTS AS A FOUNDATION FOR THE CRESTWOOD PRESBYTERIAN CHURCH, RECEIVING CONTRIBUTIONS, BEQUESTS AND GRANTS; INVESTING AND MANAGING THE RELATED ASSETS AND MAKING CONTRIBUTIONS TO SUPPORT THE PROGRAMS, MISSIONS, AND OTHER NEEDS OF CRESTWOOD PRESBYTERIAN CHURCH AND ITS MEMBERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $66,002

Other Revenue $0

TOTAL REVENUE $66,002

Expense Breakdown

Grants Paid $29,906

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,728

Other Expenses $12,822

TOTAL EXPENSES $42,728

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,002	$39,190	+0.7%
Expenses	$42,728	$37,828	+0.1%
Net Income	$23,274	$1,362	+16.1%

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

N/A

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

Total Directors

$133,240

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW MERRILL	BOARD MEMBER	1.00	Director	$0	$37,260	$133,240
ROBERT BARTON	PRESIDENT/DI	1.00	Officer Director	$0	$0	$0
TJ HUGHES	TREASURER/DI	1.00	Officer Director	$0	$0	$0
MATTHEW LOVE	SECRETARY/DI	1.00	Officer Director	$0	$0	$0
STEVE CROSS	DIRECTOR	1.00	Director	$0	$0	$0
MATHEW WALKER	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS FEE	DIRECTOR	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	$66,002	$42,728	$1,300,137	$23,274
2023	$39,190	$37,828	$1,225,690	$1,362
2022	$43,024	$67,394	$1,123,039	$-24,370
2021	$93,280	$45,414	$1,392,694	$47,866
2020	$18,309	$45,393	$1,313,446	$-27,084
2019	$785,104	$29,698	$1,216,463	$755,406

CRESTWOOD FOUNDATION INCORPORATION