THE BROADVIEW CARES FOUNDATION INC (EIN 141776369) - 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

1995

Legal Domicile

Principal Officer

KATHERINE LANNI

Phone

5184528234

Tax Period

2024-01-01 to 2024-12-31

THE BROADVIEW CARES FOUNDATION INC, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $679K in total revenue in fiscal year 2024. Expenses of $589K left a modest 13% surplus.

Mission

TO ENRICH COMMUNITY LIFE IN THE REGION BY PROVIDING OPPORTUNITIES TO HELP THE PUBLIC REACH THEIR FULLEST POTENTIAL. THIS IS ACCOMPLISTED BY SUPPORTING LOCAL NONPROFIT ORGANIZATIONS FOR PROJECTS AND SPECIAL EVENTS THAT DIRECTLY BENEFIT THOSE WITH PHYSICAL, EMOTIONAL AND FINANCIAL NEEDS.

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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 $652,584

Program Service Revenue $0

Investment Income $9,623

Other Revenue $16,702

TOTAL REVENUE $678,909

Expense Breakdown

Grants Paid $557,208

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $586,957

Other Expenses $32,098

TOTAL EXPENSES $589,306

Year-over-Year Comparison

	2024	2023	Change
Revenue	$678,909	$673,002	+0.0%
Expenses	$589,306	$928,844	-0.4%
Net Income	$89,603	$-255,842	-1.4%

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

491

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
DAVID JURCZYNSKI	BOARD MEMBER	4.00	Director	$0	$0	$0
KATHERINE LANNI	CHAIR	12.00	Officer Director	$0	$0	$0
GAETANO SPATAFORA	TREASURER	12.00	Officer 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	$678,909	$589,306	$517,686	$89,603
2023	$673,002	$928,844	$432,135	$-255,842
2022	$552,839	$742,434	$544,442	$-189,595
2021	$484,264	$585,936	$696,599	$-101,672
2020	$880,592	$592,691	$853,867	$287,901

THE BROADVIEW CARES FOUNDATION INC