FORT CHADBOURNE FOUNDATION (EIN 752804188) - 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

1999

Legal Domicile

Principal Officer

LANA RICHARDS

Phone

3257432555

Tax Period

2023-01-01 to 2023-12-31

FORT CHADBOURNE FOUNDATION, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $395K in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $374K left a modest 5% surplus.

Mission

TO PROTECT AND PRESERVE THE HISTORIC FORT CHADBOURNE SITE FOR THE BENEFIT OF THE PUBLIC FOR CULTURAL AND EDUCATIONAL PURPOSES.

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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 $240,276

Program Service Revenue $0

Investment Income $114,183

Other Revenue $40,874

TOTAL REVENUE $395,333

Expense Breakdown

Grants Paid $0

Salaries & Benefits $142,484

Fundraising Expenses $3,746

Program Expenses $272,466

Other Expenses $231,528

TOTAL EXPENSES $374,012

Year-over-Year Comparison

	2023	2022	Change
Revenue	$395,333	$1,034,844	-0.6%
Expenses	$374,012	$344,504	+0.1%
Net Income	$21,321	$690,340	-1.0%

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

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

$42,830

Total Directors

$88,340

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY GILL	DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH A PATE	DIRECTOR	40.00	Director	$45,510	$0	$45,510
TOM PERINI	DIRECTOR	0.50	Director	$0	$0	$0
GARLAND RICHARDS	PRESIDENT	40.00	Officer Director	$0	$0	$0
LANA RICHARDS	SEC/TREAS	40.00	Officer Director	$42,830	$0	$42,830
SEPTEMBER DANIEL	DIRECTOR	0.50	Director	$0	$0	$0
DAVE CARTER	DIRECTOR	0.50	Director	$0	$0	$0
BEVERLY REEVES	DIRECTOR	0.50	Director	$0	$0	$0
GAY FRAZER	DIRECTOR	0.50	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	$395,333	$374,012	$8,405,810	$21,321
2022	$1,034,844	$344,504	$8,299,238	$690,340
2021	$659,196	$320,028	$7,848,849	$339,168
2020	$1,262,891	$290,755	$7,461,435	$972,136
2019	$422,790	$389,275	$6,588,854	$33,515
2018	$454,050	$419,348	$6,435,912	$34,702

FORT CHADBOURNE FOUNDATION