OBADIAH BROWNS BENEVOLENT FUND (EIN 056016302) - 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

1823

Legal Domicile

Principal Officer

Paul C Mangelsdorf III

Phone

7703448361

Tax Period

2024-05-01 to 2025-04-30

OBADIAH BROWNS BENEVOLENT FUND, founded in 1823, is a small nonprofit that reported $360K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $201K, a strong 56% operating margin.

Mission

A benevolent fund formed under the terms of the will of Obadiah M. Brown, to benefit the Religious Society of Friends (Quakers) and Quaker organizations.

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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 $0

Program Service Revenue $0

Investment Income $360,347

Other Revenue $0

TOTAL REVENUE $360,347

Expense Breakdown

Grants Paid $130,472

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,885

Other Expenses $28,413

TOTAL EXPENSES $158,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$360,347	$287,833	+0.3%
Expenses	$158,885	$196,170	-0.2%
Net Income	$201,462	$91,663	+1.2%

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
Ralph B Gentile	Clerk and Trustee	2	Director	$0	$0	$0
Paul C Mangelsdorf	Treasurer and Trustee	1.5	Director	$0	$0	$0
Ann Dodd Collins	Secretary and Trustee	0.75	Director	$0	$0	$0
Chris Arico-Muendel	Trustee	0.5	Director	$0	$0	$0
Deana Chase	Trustee	0.5	Director	$0	$0	$0
Pamela Dahlberg	Trustee	0.5	Director	$0	$0	$0
Hugh Gelch	Trustee	0.5	Director	$0	$0	$0
Thia Lord	Trustee	0.5	Director	$0	$0	$0
Mark Orloski	Trustee	0.5	Director	$0	$0	$0
Nathanial Shed	Trustee	0.5	Director	$0	$0	$0
Liesa Stamm	Trustee	0.5	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
2025	$360,347	$158,885	$5,602,692	$201,462
2024	$287,833	$196,170	$5,401,230	$91,663
2023	$85,058	$146,997	$5,044,765	$-61,939
2022	$75,554	$196,826	$5,106,443	$-121,272
2021	$80,856	$179,318	$5,569,877	$-98,462

OBADIAH BROWNS BENEVOLENT FUND