SEWANEE COMMUNITY CHEST (EIN 620989178) - 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

1980

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

SEWANEE COMMUNITY CHEST, founded in 1980, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $145K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $132K left a modest 8% surplus.

Mission

PROVIDE FUNDING FOR EDUCATIONAL, YOUTH ACTIVITIES, COMMUNITY PROJECTS AND HEALTH SERVICES FOR SEWANEE & FRANKLIN COUNTY, TENNESSEE.

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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 $116,687

Program Service Revenue $0

Investment Income $27,814

Other Revenue $0

TOTAL REVENUE $144,501

Expense Breakdown

Grants Paid $110,480

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,437

Other Expenses $21,868

TOTAL EXPENSES $132,348

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,501	$123,121	+0.2%
Expenses	$132,348	$114,785	+0.2%
Net Income	$12,153	$8,336	+0.5%

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
DAVID MICHAELS	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
CHRIS MCDONOUGH	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
CARL HILL	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
KEN TAYLOR	VICE PRESIDENT	1.00	Officer	$0	$0	$0
BENTLEY COOK	TREASURER	1.00	Officer	$0	$0	$0
KERSTIN BEAVERS	PRESIDENT	1.00	Officer	$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	$144,501	$132,348	$277,991	$12,153

SEWANEE COMMUNITY CHEST