FRIENDS OF CARL SANDBURG AT CONNEMARA INC (EIN 561597460) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

ELLEN SUGARMAN

Phone

5158223157

Tax Period

2024-01-01 to 2024-12-31

FRIENDS OF CARL SANDBURG AT CONNEMARA INC, founded in 1990, is a micro nonprofit in the Community Improvement sector that reported $49K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $21K, a strong 43% operating margin.

Mission

TO SUPPORT AND PROMOTE DIRECTLY THE HISTORICAL, SCIENTIFIC, LITERARY, EDUCATIONAL AND INTERPRETIVE ACTIVITIES OF CARL SANDBURG HOME NATIONAL HISTORIC SITE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $19,193

Program Service Revenue $0

Investment Income $33,241

Other Revenue $-3,691

TOTAL REVENUE $48,743

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,135

Other Expenses $22,650

TOTAL EXPENSES $27,650

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,743	$110,814	-0.6%
Expenses	$27,650	$106,065	-0.7%
Net Income	$21,093	$4,749	+3.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ELLEN SUGARMAN	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARCIA SHAFFER	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
SANDRA LYTH	SECRETARY	3.00	Officer Director	$0	$0	$0
JOHN WILKERSON	TREASURER	8.00	Officer Director	$0	$0	$0
DALLAS D OWENS	PAST PRESIDE	0.10	Officer Director	$0	$0	$0
KRISTY BOON	BOARD MEMBER	0.10	Director	$0	$0	$0
GINGER BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH CHRISTENBURY	BOARD MEMBER	2.00	Director	$0	$0	$0
BETH E COOK	BOARD MEMBER	0.10	Director	$0	$0	$0
DENNIS DICKERSON	BOARD MEMBER	0.10	Director	$0	$0	$0
DONNA MOORE	BOARD MEMBER	0.10	Director	$0	$0	$0
FRANK STEWART	BOARD MEMBER	0.10	Director	$0	$0	$0
TERRI WALLACE	BOARD MEMBER	1.00	Director	$0	$0	$0
VIRGINIA BROWN	VICE PRES TH	0.10	Officer 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	$48,743	$27,650	$773,938	$21,093
2023	$110,814	$106,065	$722,288	$4,749
2022	$71,292	$38,132	$205,124	$33,160
2021	$638,887	$571,822	$171,964	$67,065

FRIENDS OF CARL SANDBURG AT CONNEMARA INC