George M Ewing Canandaigua Forum

EIN: 830784516 501(c)(3) Community Improvement

Canandaigua, NY

Total Revenue
$338,336
Total Expenses
$47,480
Total Assets
$293,378
Net Assets
$293,378
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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
2022
Legal Domicile
NY
Principal Officer
Neil Atkins
Phone
5853138443
Tax Period
2022-12-13 to 2023-05-31

George M Ewing Canandaigua Forum, founded in 2022, is a small nonprofit in the Community Improvement sector that reported $338K in total revenue in fiscal year 2022. The organization ran a surplus of $291K, a strong 86% operating margin.

Mission

To engage people in thoughtful and informed discourse on intellectual and cultural topics.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $333,096
Program Service Revenue $5,079
Investment Income $161
Other Revenue $0
TOTAL REVENUE $338,336

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $41,005
Other Expenses $47,480
TOTAL EXPENSES $47,480

Year-over-Year Comparison

2022 2021 Change
Revenue $338,336 N/A N/A
Expenses $47,480 N/A N/A
Net Income $290,856 N/A N/A
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

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
8

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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Meg Reed Chair 15.30
Officer Director
$0 $0 $0
AJ Magnan Vice-Chair 0.90
Officer Director
$0 $0 $0
Barbara Risser Secretary 1.70
Officer Director
$0 $0 $0
Neil Atkins Treasurer 2.60
Officer Director
$0 $0 $0
Maggie Atkins Board Member 1.80
Director
$0 $0 $0
Megan Brady Board Member 0.80
Director
$0 $0 $0
Sim Covington Jr Board Member 0.80
Director
$0 $0 $0
Doug Merrill Board Member 0.80
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
2023 $338,336 $47,480 $293,378 $290,856
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