NAVIGANT CREDIT UNION CHARITABLE FOUNDATION INC (EIN 815171277) - 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

2017

Legal Domicile

Principal Officer

LISA DANDENEAU

Phone

4012334303

Tax Period

2022-01-01 to 2022-12-31

NAVIGANT CREDIT UNION CHARITABLE FOUNDATION INC, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $683K in total revenue in fiscal year 2022. Revenue fell 76% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $194K, a strong 28% operating margin.

Mission

TO GIVE BACK TO THE COMMUNITY BY SUPPORTING, PROMOTING, AND FURTHERING CHARITABLE, EDUCATIONAL, SOCIAL SERVICE, CULTURAL, PUBLIC HEALTH, AND CIVIC ORGANIZATIONS, ACTIVITIES, AND CAUSES, PRIMARILY (BUT NOT EXCLUSIVELY) AFFECTING COMMUNITIES IN WHICH NAVIGANT CREDIT UNION HAS BRANCH OFFICES OR MEMBERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $427,337

Program Service Revenue $0

Investment Income $255,367

Other Revenue $0

TOTAL REVENUE $682,704

Expense Breakdown

Grants Paid $407,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $407,000

Other Expenses $81,481

TOTAL EXPENSES $488,481

Year-over-Year Comparison

	2022	2021	Change
Revenue	$682,704	$2,810,737	-0.8%
Expenses	$488,481	$64,373	+6.6%
Net Income	$194,223	$2,746,364	-0.9%

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
GARY E FURTADO	DIRECTOR	1.00	Director	$0	$0	$0
LISA G DANDENEAU	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
TIMOTHY J DRAPER	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
ANN M KASHMANIAN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES K SALOME	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN C OROVITZ	PRESIDENT/CHAIRMAN	1.00	Officer 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
2022	$682,704	$488,481	$9,063,635	$194,223
2021	$2,810,737	$64,373	$10,138,881	$2,746,364
2020	$1,586,087	$46,608	$7,028,503	$1,539,479
2019	$1,792,207	$31,650	$5,094,802	$1,760,557
2018	$1,534,332	$17,311	$2,912,390	$1,517,021

NAVIGANT CREDIT UNION CHARITABLE FOUNDATION INC