Newtown Community Foundation (EIN 870712485) - 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

2004

Legal Domicile

Phone

2159978566

Tax Period

2024-01-01 to 2024-12-31

Newtown Community Foundation, founded in 2004, is a micro nonprofit in the Human Services sector that reported $43K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $37K left a modest 13% surplus.

Mission

The mission of the Newtown Community Foundation is to enhance the quality of life for residents of the Newtown region by developing long-term assets to meet a wide range of the communitys charitable needs.

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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 $29,468

Program Service Revenue $0

Investment Income $13,546

Other Revenue $0

TOTAL REVENUE $43,014

Expense Breakdown

Grants Paid $29,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,435

Other Expenses $8,069

TOTAL EXPENSES $37,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,014	$52,324	-0.2%
Expenses	$37,419	$35,138	+0.1%
Net Income	$5,595	$17,186	-0.7%

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
Richard Rodgers	President	1.00	Officer Director	$0	$0	$0
D Keth Brown ESQ	Secretary	1.00	Officer Director	$0	$0	$0
William KolendaCPA	Treasurer	1.00	Officer Director	$0	$0	$0
Dan Schaffer	Board Director	1.00	Director	$0	$0	$0
Nancy Pickering	Board Director	1.00	Director	$0	$0	$0
Mark Klein	Board Director	1.00	Director	$0	$0	$0
James Coane	Board Director	1.00	Director	$0	$0	$0
Charles SwartzIII	Board Director	1.00	Director	$0	$0	$0
Mandy Mundy	Executive Director	2.00		$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	$43,014	$37,419	$809,099	$5,595
2023	$52,324	$35,138	$713,025	$17,186
2022	$36,411	$27,827	$600,809	$8,584
2021	$85,109	$27,635	$714,650	$57,474
2020	$37,731	$22,419	$581,532	$15,312
2019	$23,914	$24,393	$504,461	$-479

Newtown Community Foundation