BROOKLINE COMMUNITY FOUNDATION INC

EIN: 042103944 501(c)(3) Philanthropy & Grantmaking

BROOKLINE, MA

Total Revenue
$2,452,618
Total Expenses
$2,547,089
Total Assets
$16,548,281
Net Assets
$15,748,851
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1905
Legal Domicile
MA
Principal Officer
DAVID MANN
Phone
6175664442
Tax Period
2024-07-01 to 2025-06-30

BROOKLINE COMMUNITY FOUNDATION INC, founded in 1905, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. Net assets of $15.7M represent 77 months of operating reserves.

Mission

TO CREATE OPPORTUNITY AND PROMOTE EQUITY THROUGH THE TRANSFORMATIVE POWER OF GIVING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,777,827
Program Service Revenue $0
Investment Income $655,339
Other Revenue $19,452
TOTAL REVENUE $2,452,618

Expense Breakdown

Grants Paid $1,591,415
Salaries & Benefits $500,146
Fundraising Expenses $357,985
Program Expenses $1,870,186
Other Expenses $399,703
TOTAL EXPENSES $2,547,089

Year-over-Year Comparison

2024 2023 Change
Revenue $2,452,618 $7,616,250 -0.7%
Expenses $2,547,089 $2,223,199 +0.1%
Net Income $-94,471 $5,393,051 -1.0%
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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Governance

Voting Members
15
Independent Members
15
Employees
8
Volunteers
6

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
5
$189,309
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID MANN CO-PRESIDENT 4.00
Officer Director
$0 $0 $0
ZORAIDA FERNANDEZ CO-PRESIDENT 4.00
Officer Director
$0 $0 $0
BEN CHANG TREASURER 4.00
Officer Director
$0 $0 $0
JENNIFER SEGEL CLERK 4.00
Officer Director
$0 $0 $0
AMY LUSTER BOARD MEMBER 4.00
Director
$0 $0 $0
CRAIG HARSFIELD BOARD MEMBER 4.00
Director
$0 $0 $0
GIOIA PERUGINI BOARD MEMBER 4.00
Director
$0 $0 $0
MANISH MASKI BOARD MEMBER 4.00
Director
$0 $0 $0
MARCIA B HERTZ BOARD MEMBER 4.00
Director
$0 $0 $0
OLIVER SCHOLLE BOARD MEMBER 4.00
Director
$0 $0 $0
ROB DAVES BOARD MEMBER 4.00
Director
$0 $0 $0
STEVE HEIKIN BOARD MEMBER 4.00
Director
$0 $0 $0
VERONIKA TRUFANOVA BOARD MEMBER 4.00
Director
$0 $0 $0
VICTOR VIKTOROV BOARD MEMBER 4.00
Director
$0 $0 $0
MATTHEW SUDDUTH BOARD MEMBER 4.00
Director
$0 $0 $0
ABA TAYLOR FORMER EXECUTIVE DIRECTOR 40.00
Officer
$182,028 $7,281 $189,309
LAURA BECKER DIRECTOR OF FINANCE & OPS 32.00
Highest
$134,404 $11,647 $146,051
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 $2,452,618 $2,547,089 $16,548,281 $-94,471
2024 $7,616,250 $2,223,199 $15,541,437 $5,393,051
2023 $1,956,355 $2,876,115 $9,199,781 $-919,760
2022 $2,454,157 $2,456,723 $9,552,215 $-2,566
2021 $2,666,185 $1,872,708 $10,955,831 $793,477
2019 $1,740,256 $1,487,425 $8,552,456 $252,831
2018 $1,604,332 $1,551,820 $7,196,034 $52,512
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