BORROR FAMILY FOUNDATION (EIN 200523484) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

SCOTT G HEITKAMP

Phone

6142514000

Tax Period

2024-01-01 to 2024-12-31

BORROR FAMILY FOUNDATION, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $56K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $54K left a modest 5% surplus.

Mission

THE FOUNDATION SUPPORTS ORGANIZATIONS SERVING PEOPLE IN NEED AND OTHER ORGANIZATIONS WITH EDUCATIONAL AND YOUTH DEVELOPMENT, HEALTHCARE, SOCIAL SERVICES, COMMUNITY, AND OTHER CHARITABLE PURPOSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,276

Program Service Revenue $0

Investment Income $39,930

Other Revenue $0

TOTAL REVENUE $56,206

Expense Breakdown

Grants Paid $25,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,750

Other Expenses $27,778

TOTAL EXPENSES $53,528

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,206	$41,018	+0.4%
Expenses	$53,528	$47,099	+0.1%
Net Income	$2,678	$-6,081	-1.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,394,596

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS G BORROR	DIRECTOR/CHAIRMAN	1.00	Officer Director	$0	$0	$0
DANIELLE BORROR SUGARMAN	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID P BLOM	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN P CLOSE	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS F KRIDLER	ASST SECRETARY	1.00	Officer	$0	$107,467	$1,012,706
SCOTT G HEITKAMP	ASST TREASURER	1.00	Officer	$0	$63,398	$381,890

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	$56,206	$53,528	$607,388	$2,678
2023	$41,018	$47,099	$596,902	$-6,081
2022	$56,010	$88,064	$560,142	$-32,054
2021	$41,390	$70,094	$739,609	$-28,704
2020	$45,238	$97,946	$731,453	$-52,708
2019	$41,122	$618,065	$744,209	$-576,943
2018	$630,308	$182,392	$1,249,958	$447,916

BORROR FAMILY FOUNDATION