AES CRESTWOOD FOUNDATION INC (EIN 822752694) - 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

NEIL SCANLON

Phone

9143378760

Tax Period

2023-09-01 to 2024-08-31

AES CRESTWOOD FOUNDATION INC, founded in 2017, is a small nonprofit in the Human Services sector that reported $306K in total revenue in fiscal year 2023. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $237K, a strong 77% operating margin.

Mission

FUNDRAISING FOR THE BENEFIT OF ANNUNCIATION SCHOOL

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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 $246,747

Program Service Revenue $0

Investment Income $30,923

Other Revenue $27,960

TOTAL REVENUE $305,630

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,000

Other Expenses $18,966

TOTAL EXPENSES $68,966

Year-over-Year Comparison

	2023	2022	Change
Revenue	$305,630	$159,549	+0.9%
Expenses	$68,966	$50,851	+0.4%
Net Income	$236,664	$108,698	+1.2%

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

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
NEIL SCANLON	PRESIDENT	2.00	Officer Director	$0	$0	$0
MELISSA SPERO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN GILCHRIST	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF GALLOTTA	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN CONLON	DIRECTOR	1.00	Director	$0	$0	$0
AISLING DESOLA	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA KELLY	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA KERRIGAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE LARKIN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MCELHATTON	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS MCSHANE	DIRECTOR	1.00	Director	$0	$0	$0
JOE PUGLIA	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE PILONE	DIRECTOR	1.00	Director	$0	$0	$0
REGINA SAAKE	DIRECTOR	1.00	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	$305,630	$68,966	$1,152,588	$236,664
2023	$159,549	$50,851	$899,263	$108,698
2022	$122,107	$48,032	$669,018	$74,075
2021	$220,052	$49,785	$683,244	$170,267
2020	$135,840	$42,775	$428,231	$93,065
2018	$236,070	$14,851	$248,732	$221,219

AES CRESTWOOD FOUNDATION INC