Brockton Educational Foundation Inc (EIN 043532228) - 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

2000

Legal Domicile

Phone

5085807577

Tax Period

2022-07-01 to 2023-06-30

Brockton Educational Foundation Inc, founded in 2000, is a small nonprofit in the Education sector that reported $348K in total revenue in fiscal year 2022. Net assets of $1.1M represent 37 months of operating reserves.

Mission

TO SUPPORT THE BROCKTON PUBLIC SCHOOLS BY ENHANCING THE LEARNING PROCESS FOR ALL STUDENTS

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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 (2022)

Revenue Breakdown

Contributions & Grants $342,629

Program Service Revenue $5,715

Investment Income $0

Other Revenue $0

TOTAL REVENUE $348,344

Expense Breakdown

Grants Paid $47,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $366,278

Other Expenses $318,328

TOTAL EXPENSES $366,278

Year-over-Year Comparison

	2022	2021	Change
Revenue	$348,344	N/A	N/A
Expenses	$366,278	N/A	N/A
Net Income	$-17,934	N/A	N/A

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
Dr James Cobbs	President & CEO	1.00	Director	$0	$0	$0
Joyce J Asack	Director	1.00	Director	$0	$0	$0
Christopher B Cooney	Director	1.00	Director	$0	$0	$0
Aldo E Petronio	Treasurer	1.00	Officer	$0	$0	$0
Heather Arrighi	Clerk	1.00	Officer	$0	$0	$0
Sharon R Wolder	President	1.00	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
2023	$348,344	$366,278	$1,088,209	$-17,934
2022	$256,171	$233,150	$1,105,143	$23,021
2021	$443,465	$132,375	$1,082,122	$311,090
2020	$225,238	$170,969	$771,032	$54,269
2019	$270,335	$251,326	$716,763	$19,009
2018	$299,721	$232,488	$697,755	$67,233

Brockton Educational Foundation Inc