FENWICK COMMUNITY FUND (EIN 872487558) - 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

2021

Legal Domicile

Principal Officer

RICHARD DICKSON

Phone

6509888500

Tax Period

2024-01-01 to 2024-12-31

FENWICK COMMUNITY FUND, founded in 2021, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.6M exceeded revenue, resulting in a 26% operating deficit.

Mission

THE FENWICK COMMUNITY FUND IS A PUBLIC BENEFIT COMMUNITY FOUNDATION CREATED ON SEPTEMBER 1, 2021 FOR THE BROAD-BASED PUBLIC BENEFIT THAT PROMOTES COLLECTIVE GIVING TO ORGANIZATIONS ADVANCING IMPORTANT SOCIETAL ISSUES SUCH AS ACCESS TO JUSTICE, RACIAL AND ECONOMIC EQUITY, FOOD SECURITY, DISASTER RELIEF, AND SLOWING CLIMATE CHANGE.

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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 $1,200,480

Program Service Revenue $0

Investment Income $104,392

Other Revenue $0

TOTAL REVENUE $1,304,872

Expense Breakdown

Grants Paid $1,626,445

Salaries & Benefits $0

Fundraising Expenses $1,347

Program Expenses $1,626,445

Other Expenses $18,563

TOTAL EXPENSES $1,645,008

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,304,872	$1,306,044	0.0%
Expenses	$1,645,008	$1,998,773	-0.2%
Net Income	$-340,136	$-692,729	-0.5%

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
RODGER COLE	President	1.00	Officer Director	$0	$0	$0
HILARIE ATKISSON	Secretary	2.00	Officer Director	$0	$0	$0
RICHARD DICKSON	Treasurer	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
2024	$1,304,872	$1,645,008	$1,984,077	$-340,136
2023	$1,306,044	$1,998,773	$2,322,246	$-692,729
2022	$2,463,491	$3,714,928	$3,019,038	$-1,251,437
2021	$12,836,931	$8,571,642	$8,526,987	$4,265,289

FENWICK COMMUNITY FUND