MARION K CHAUNCEY CHARITABLE FOUNDATION (EIN 756473846) - 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

1994

Legal Domicile

Principal Officer

VERABANK

Phone

9037296048

Tax Period

2023-01-01 to 2023-12-31

MARION K CHAUNCEY CHARITABLE FOUNDATION, founded in 1994, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $14K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $27K exceeded revenue, resulting in a 92% operating deficit.

Mission

THE MARION K. CHAUNCEY CHARITABLE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF SEVERAL SECTION 501(C)(3) ORGANIZATIONS.

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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 $0

Program Service Revenue $0

Investment Income $14,075

Other Revenue $0

TOTAL REVENUE $14,075

Expense Breakdown

Grants Paid $19,640

Salaries & Benefits $5,664

Fundraising Expenses $0

Program Expenses $19,640

Other Expenses $1,735

TOTAL EXPENSES $27,039

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,075	$17,894	-0.2%
Expenses	$27,039	$31,388	-0.1%
Net Income	$-12,964	$-13,494	0.0%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
VERABANK	TRUSTEE	5.00		$5,664	$0	$5,664

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	$14,075	$27,039	$420,870	$-12,964
2022	$17,894	$31,388	$433,834	$-13,494
2021	$31,623	$26,950	$447,328	$4,673
2020	$16,109	$26,222	$442,655	$-10,113
2019	$15,911	$26,212	$452,768	$-10,301
2018	$21,592	$24,843	$463,069	$-3,251

MARION K CHAUNCEY CHARITABLE FOUNDATION