Fernbank Inc (EIN 586028607) - 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

1939

Legal Domicile

Principal Officer

Catherine A Nowell

Phone

4049296344

Tax Period

2023-01-01 to 2023-12-31

Fernbank Inc, founded in 1939, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $13.4M in total revenue in fiscal year 2023. Expenses of $14.8M exceeded revenue, resulting in a 10% operating deficit.

Mission

ignite a passion for science, nature and human culture through exploration and discovery.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,020,024

Program Service Revenue $4,829,983

Investment Income $446,790

Other Revenue $2,142,943

TOTAL REVENUE $13,439,740

Expense Breakdown

Grants Paid $122,952

Salaries & Benefits $5,617,824

Fundraising Expenses $769,224

Program Expenses $10,450,982

Other Expenses $9,057,931

TOTAL EXPENSES $14,811,207

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,439,740	$13,747,944	0.0%
Expenses	$14,811,207	$12,363,893	+0.2%
Net Income	$-1,371,467	$1,384,051	-2.0%

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

190

Volunteers

320

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

$942,064

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Grant-Warner	President & CEO	50.0	Officer	$378,750	$13,402	$392,152
Catherine Nowell	EVP & CFO	50.0	Officer	$222,210	$21,480	$243,690
Dana Harvey	VP & CTO	50.0	Officer	$142,024	$19,845	$161,869
Leslie Marlowe	VP & Chief Advancement Officer	50.0	Officer	$131,544	$12,809	$144,353
Bobbi Hohmann	VP of Programming & Collection	50.0	Highest	$110,210	$15,173	$125,383
Jennifer Yard	VP Sales & Events	50.0	Highest	$110,723	$11,455	$122,178
Brandi Berry	VP of Marketing	50.0	Highest	$108,264	$12,937	$121,201
Justin Antoine	VP of Finance & Security	50.0	Highest	$107,670	$12,617	$120,287
Mark S Berry	Board Member	1.0	Director	$0	$0	$0
Philipp Biechteler	Board Member	1.0	Director	$0	$0	$0
Laura J Brown	Board Member	1.0	Director	$0	$0	$0
Liz Broadway Brown	Board Member	1.0	Director	$0	$0	$0
Farah Cook	Board Member	1.0	Director	$0	$0	$0
Chris Courts	Board Member	1.0	Director	$0	$0	$0
Sherri Crawford	Board Member	1.0	Director	$0	$0	$0
Kate Denny	Board Member	1.0	Director	$0	$0	$0
Audra Dial	Board Member	1.0	Director	$0	$0	$0
Ryan S Dunlap	Board Member	1.0	Director	$0	$0	$0
Jennifer Ellis	Board Member	1.0	Director	$0	$0	$0
Jason B Ferguson	Board Member	1.0	Director	$0	$0	$0
Teresa M Finley	Board Member	1.0	Director	$0	$0	$0
Neale Fisher	Board Member	1.0	Director	$0	$0	$0
Louis Gump	Board Member	1.0	Director	$0	$0	$0
Wab P Kadaba	Board Member	1.0	Director	$0	$0	$0
Amisha Kotte	Board Member	1.0	Director	$0	$0	$0
Ellen Langford Hayes	Board Member	1.0	Director	$0	$0	$0
Laurie Hood	Board Member	1.0	Director	$0	$0	$0
Dana Hudson	Board Member	1.0	Director	$0	$0	$0
Crawford Jones	Board Member	1.0	Director	$0	$0	$0
Anisa Telwar Kaicker	Board Member	1.0	Director	$0	$0	$0
Andrea M Kauffman	Board Member	1.0	Director	$0	$0	$0
John Nastopoulos	Board Member	1.0	Director	$0	$0	$0
Cherie O'Reilly	Board Member	1.0	Director	$0	$0	$0
Rakhee Parikh	Board Member	1.0	Director	$0	$0	$0
Ashley Peterson	Board Member	1.0	Director	$0	$0	$0
Sean Richards	Board Member	1.0	Director	$0	$0	$0
Aaron Ribner	Board Member	1.0	Director	$0	$0	$0
Jerome Roberts	Board Member	1.0	Director	$0	$0	$0
Caryl Smith	Board Member	1.0	Director	$0	$0	$0
Natasha Swann	Board Member	1.0	Director	$0	$0	$0
Erin T Weis	Board Member	1.0	Director	$0	$0	$0
C Christian Wooten	Board Member	1.0	Director	$0	$0	$0
S Zachry Young	Board Member	1.0	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	$13,439,740	$14,811,207	$44,053,651	$-1,371,467
2022	$13,747,944	$12,363,893	$44,468,490	$1,384,051
2021	$13,620,973	$11,285,886	$44,303,484	$2,335,087
2020	$9,980,696	$10,609,277	$41,286,330	$-628,581
2019	$10,883,880	$12,451,596	$41,657,267	$-1,567,716
2018	$10,764,226	$12,200,123	$42,584,442	$-1,435,897

Fernbank Inc