BRISTOL COUNTY CHAMBER FOUNDATION INC (EIN 042684468) - 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

1979

Legal Domicile

Principal Officer

MICHAEL O'SULLIVAN

Phone

5086768226

Tax Period

2024-05-01 to 2025-04-30

BRISTOL COUNTY CHAMBER FOUNDATION INC, founded in 1979, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $1.1M left a modest 5% surplus.

Mission

EDUCATIONAL

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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 $1,074,336

Program Service Revenue $72,000

Investment Income $2,486

Other Revenue $0

TOTAL REVENUE $1,148,822

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,003,025

Other Expenses $1,085,692

TOTAL EXPENSES $1,085,692

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,148,822	$1,231,507	-0.1%
Expenses	$1,085,692	$1,425,535	-0.2%
Net Income	$63,130	$-194,028	-1.3%

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

N/A

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
JULIE GAGLIARDI	TRUSTEE	2.00	Director	$0	$0	$0
KIMBERLY COROA MONIZ	TRUSTEE	2.00	Director	$0	$0	$0
MATTHEW ROY	TRUSTEE	2.00	Director	$0	$0	$0
ROSE LOPES	VICE PRESIDE	2.00	Officer	$0	$0	$0
THOMAS MURRAY	TREASURER	2.00	Officer	$0	$0	$0
MICHAEL O'SULLIVAN	CLERK	2.00	Officer	$0	$0	$0
CARL SAWEJKO	PRESIDENT	2.00	Officer	$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
2025	$1,148,822	$1,085,692	$534,982	$63,130
2024	$1,231,507	$1,425,535	$1,229,839	$-194,028
2023	$1,176,360	$1,094,320	$522,574	$82,040
2022	$885,929	$784,888	$439,309	$101,041
2021	$742,709	$632,198	$308,254	$110,511
2020	$218,313	$144,652	$176,359	$73,661

BRISTOL COUNTY CHAMBER FOUNDATION INC