CHAHTA FOUNDATION (EIN 731591946) - 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

2000

Legal Domicile

Principal Officer

SONYA DIGGS

Phone

5809248280

Tax Period

2023-10-01 to 2024-09-30

CHAHTA FOUNDATION, founded in 2000, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.5M in total revenue in fiscal year 2023. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 37% operating margin.

Mission

Established to ensure a legacy of resources that will be used to aid Choctaw Tribal members and associated beneficiaries.

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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 $4,500,135

Program Service Revenue $0

Investment Income $1,021,557

Other Revenue $0

TOTAL REVENUE $5,521,692

Expense Breakdown

Grants Paid $1,820,988

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,291,543

Other Expenses $1,677,814

TOTAL EXPENSES $3,498,802

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,521,692	$2,790,974	+1.0%
Expenses	$3,498,802	$1,073,259	+2.3%
Net Income	$2,022,890	$1,717,715	+0.2%

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

122

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
JON MARSHALL	Chairman	2.00	Officer Director	$0	$0	$0
STACY SHEPHERD	Vice Chairman	2.00	Officer Director	$0	$0	$0
SONYA DIGGS	Treasurer	2.00	Officer Director	$0	$0	$0
KATHY CARPENTER	Secretary	2.00	Officer Director	$0	$0	$0
JANE SEMPLE	Board Member	2.00	Director	$0	$0	$0
JOY CULBREATH	Board Member	2.00	Director	$0	$0	$0
CHLOE MOYER	Board Member	2.00	Director	$0	$0	$0
COLBY HICKS	Board Member	2.00	Director	$0	$0	$0
CHARLES SHADLE	Board Member	2.00	Director	$0	$0	$0
NATHAN SWEENEY	Board Member	2.00	Director	$0	$0	$0
SETH FAIRCHILD	Board Member	2.00	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	$5,521,692	$3,498,802	$34,032,623	$2,022,890
2023	$2,790,974	$1,073,259	$27,072,571	$1,717,715
2022	$2,301,515	$750,722	$23,817,044	$1,550,793
2021	$2,698,083	$929,888	$25,218,066	$1,768,195
2020	$1,383,849	$942,793	$21,504,858	$441,056
2019	$2,989,923	$1,654,539	$20,309,849	$1,335,384
2018	$1,553,557	$1,174,513	$18,208,224	$379,044

CHAHTA FOUNDATION