COMMUNITY CHEST INC (EIN 880266600) - 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

1991

Legal Domicile

Principal Officer

ERIK SCHOEN

Phone

7758479311

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY CHEST INC, founded in 1991, is a community nonprofit that reported $5.9M in total revenue in fiscal year 2024. The organization ran a surplus of $1.1M, a strong 18% operating margin.

Mission

TO ACT AS A CATALYST FOR CHANGE AND A CENTER FOR RESOURCES TO HELP PEOPLE HELP THEMSELVES.

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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 $5,433,944

Program Service Revenue $486,674

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,920,618

Expense Breakdown

Grants Paid $346,693

Salaries & Benefits $3,363,146

Fundraising Expenses $0

Program Expenses $4,548,653

Other Expenses $1,137,614

TOTAL EXPENSES $4,847,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,920,618	$6,057,048	0.0%
Expenses	$4,847,453	$4,852,740	0.0%
Net Income	$1,073,165	$1,204,308	-0.1%

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

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

$303,569

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACY YORK	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHANNON PARSONS	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
LUCY PITTO	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
BEN ALBERS	DIRECTOR	1.00	Director	$0	$0	$0
HARRIET CUMMINGS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MCCLEDON	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE VALDEZ	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
CHRIS WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
ERIK SCHOEN	EXECUTIVE DIRECTOR	40.00	Officer	$95,073	$25,944	$121,017
KALLIE DAY	CHIEF FINANCIAL OFFICER	40.00	Officer	$77,361	$8,626	$85,987
MICHAEL-ANN AAZZARINO	CHIEF OPERATNG OFFICER	40.00	Officer	$86,954	$9,611	$96,565

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
2025	$5,920,618	$4,847,453	$4,006,411	$1,073,165
2024	$6,057,048	$4,852,740	$2,973,683	$1,204,308
2023	$4,365,784	$4,249,618	$1,480,310	$116,166
2022	$2,206,370	$2,165,812	$1,471,096	$40,558
2021	$3,454,088	$3,159,929	$1,285,347	$294,159
2020	$2,527,247	$2,700,945	$1,245,778	$-173,698
2019	$2,509,933	$2,479,191	$994,525	$30,742
2018	$2,096,131	$2,249,657	$847,232	$-153,526

COMMUNITY CHEST INC