BRANFORD COMMUNITY FOUNDATION (EIN 061032832) - 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

1980

Legal Domicile

Principal Officer

STEPHANIE DONEGAN DIETZ

Phone

2034444898

Tax Period

2023-01-01 to 2023-12-31

BRANFORD COMMUNITY FOUNDATION, founded in 1980, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $395K in total revenue in fiscal year 2023. Net assets of $3.0M represent 91 months of operating reserves.

Mission

THE MISSION OF THE BCF IS TO IMPROVE THE WELLBEING OF THE BRANFORD COMMUNITY BY CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER, NOW AND FOR GENERATIONS TO COME.

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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 (2023)

Revenue Breakdown

Contributions & Grants $315,438

Program Service Revenue $0

Investment Income $80,050

Other Revenue $0

TOTAL REVENUE $395,488

Expense Breakdown

Grants Paid $146,166

Salaries & Benefits $91,372

Fundraising Expenses $40,532

Program Expenses $242,057

Other Expenses $159,479

TOTAL EXPENSES $397,017

Year-over-Year Comparison

	2023	2022	Change
Revenue	$395,488	$371,318	+0.1%
Expenses	$397,017	$335,382	+0.2%
Net Income	$-1,529	$35,936	-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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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
HEATHER HACKLEY	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHANIE DONEGAN DIETZ	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN MCGOW	TREASURER	1.00	Officer Director	$0	$0	$0
KATHLEEN FOX	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PAMELA DELISE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES TIERNAN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL D'ANGELO	DIRECTOR	1.00	Director	$0	$0	$0
RYAN TORELLO	SECRETARY	1.00	Officer Director	$0	$0	$0
MERLE BERKE-SCHLESSEL	DIRECTOR	1.00	Director	$0	$0	$0
RAM C SHRESTHA	DIRECTOR	1.00	Director	$0	$0	$0
AMY ETZEL	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH CONKLIN	DIRECTOR	1.00	Director	$0	$0	$0
LIZA JANSSEN PETRA	EXCUTIVE DIRECTOR	20.00	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
2024	No data	No data	No data	No data
2023	$395,488	$397,017	$3,031,953	$-1,529
2022	$371,318	$335,382	$2,745,126	$35,936
2021	$420,355	$325,399	$3,218,490	$94,956
2020	$562,018	$467,860	$2,993,510	$94,158
2019	$217,176	$244,193	$2,618,665	$-27,017
2018	$337,170	$231,349	$2,272,070	$105,821

BRANFORD COMMUNITY FOUNDATION