The Carol Emmott Foundation

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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

2019

Legal Domicile

Principal Officer

Anne McCune PCC

Phone

5035446147

Tax Period

2024-01-01 to 2024-12-31

The Carol Emmott Foundation, founded in 2019, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $1.6M left a modest 14% surplus.

Mission

The mission of The Carol Emmott Foundation is to accelerate the achievement of equitable and fully inclusive leadership and governance in healthcare.

Program Service Accomplishments

Program 1

Expenses: $1,163,485 Revenue: $1,558,550

The Fellowship program supported a cohort of 24 fellows (CEF8), including 1 Foundation-sponsored fellow for the 14-month program period (Jan 1, 2024-Feb 28, 2025). Fellows met in person for quarterly Fellowship convergences in addition to attending monthly webinars led by experts in the field. The Collaborative, a shared learning community of large health systems across the nation focused on creating fairness in the healthcare workplace, ended the year with 17 organization members. Members met virtually for 2 meetings and in person for 2 meetings during the 12-month calendar year program to share metrics, updates on progress, participate in the McKinsey Women in the Workplace survey, and discuss hiring, attrition, and promotion trends, among other topics. The Fellowship Network held its 2024 annual meeting and provided CEUs for participants. Additionally, the Network held webinars for Network members ranging from storytelling and branding to boosting ones resume. Both fellows and Collaborative members were selected to present at the 2024 annual Christine Malcolm Symposium on the theme of Leading with Authentic Optimism: Making the Future New.

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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 (2024)

Revenue Breakdown

Contributions & Grants $187,362

Program Service Revenue $1,558,550

Investment Income $81,734

Other Revenue $6,049

TOTAL REVENUE $1,833,695

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $27,902

Program Expenses $1,163,485

Other Expenses $1,577,850

TOTAL EXPENSES $1,582,850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,833,695	$1,416,979	+0.3%
Expenses	$1,582,850	$1,519,927	+0.0%
Net Income	$250,845	$-102,948	-3.4%

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

$342,867

Total Directors

$374,041

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anne McCune PCC	CEO	20.00	Officer Director	$185,000	$0	$185,000
Felisa Schneider	Chief Operating Officer	32.00	Officer	$157,867	$0	$157,867
Gayle Capozzalo FACHE	Collaborative Executive Director	20.00	Director	$140,000	$0	$140,000
Melissa Lam	Chief of Staff	40.00	Highest	$110,000	$0	$110,000
Barbara Anderman MA	Leadership Council Chair	5.00	Director	$49,041	$0	$49,041
Mary Pittman DrPH	Vice Chair	1.00	Director	$0	$0	$0
Odette Bolano BSN MHA	Board Member	1.00	Director	$0	$0	$0
Parker Emmott MBA	Audit Committee Chair	1.00	Director	$0	$0	$0
Sue Turney MD	Board Member	1.00	Director	$0	$0	$0
Meredith Sciarrio MBA	CEF Network Chair	1.00	Director	$0	$0	$0
Jaewon Ryu MD	Governance Committee Chair	1.00	Director	$0	$0	$0
Pamela Sutton-Wallace MPH	Board Member	1.00	Director	$0	$0	$0
Kulleni Gebreyes	Board Member	1.00	Director	$0	$0	$0
Teri Lux	TEC Governing Council Chair	1.00	Director	$0	$0	$0
David Blumenthal MD MPP	Board Chair	4.00	Officer Director	$0	$0	$0
Dave Anderson MBA PhD	Treasurer	2.00	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
2024	$1,833,695	$1,582,850	$2,606,309	$250,845
2023	$1,416,979	$1,519,927	$2,278,512	$-102,948
2022	$1,379,437	$1,352,223	$2,219,060	$27,214
2021	$1,767,775	$1,203,867	$2,241,132	$563,908
2020	$1,947,904	$1,126,976	$1,578,578	$820,928