MARION J AND MARIE N BROOKS FUND (EIN 204185638) - 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

2007

Legal Domicile

Principal Officer

Roy C Brooks

Phone

8173704500

Tax Period

2024-01-01 to 2024-12-31

MARION J AND MARIE N BROOKS FUND, founded in 2007, is a micro nonprofit in the Education sector that reported $16K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $35K exceeded revenue, resulting in a 117% operating deficit.

Mission

MAINTAIN AND ENHANCE THE HEALTH, EDUCATIONAL, SOCIAL, CULTURAL AND CIVIC RESOURCES OF THE COMMUNITY.

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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 $15,950

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $15,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,533

Other Expenses $34,603

TOTAL EXPENSES $34,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,950	$13,850	+0.2%
Expenses	$34,603	$42,843	-0.2%
Net Income	$-18,653	$-28,993	-0.4%

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

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
Roy C Brooks	President	1.00	Officer	$0	$0	$0
Royce G Brooks	Treasurer	1.00	Officer	$0	$0	$0
William Meadows	Secretary	1.00	Officer	$0	$0	$0
Roderick Miles Jr	Director	1.00	Director	$0	$0	$0
Michael W Board	Director	1.00	Director	$0	$0	$0
Charles Powell	Director	1.00	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	$15,950	$34,603	$7,017	$-18,653
2023	$13,850	$42,843	$25,670	$-28,993
2022	$22,550	$38,727	$54,663	$-16,177
2021	$17,623	$13,234	$70,840	$4,389
2020	$40,150	$18,864	$66,451	$21,286

MARION J AND MARIE N BROOKS FUND