Rockley Family Foundation (EIN 208233098) - 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

Tobin Rockley

Phone

3032101571

Tax Period

2023-01-01 to 2023-12-31

Rockley Family Foundation, founded in 2007, is a community nonprofit in the Education sector that reported $7.3M in total revenue in fiscal year 2023.

Mission

To promote music education. This is accomplished by raising money for music scholarships, donation of musical instruments to the under privileged and donation of the use

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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 $29,168

Program Service Revenue $0

Investment Income $31,958

Other Revenue $7,201,188

TOTAL REVENUE $7,262,314

Expense Breakdown

Grants Paid $2,599,570

Salaries & Benefits $1,292,709

Fundraising Expenses $0

Program Expenses $7,238,328

Other Expenses $3,482,468

TOTAL EXPENSES $7,374,747

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,262,314	$7,562,950	0.0%
Expenses	$7,374,747	$7,566,734	0.0%
Net Income	$-112,433	$-3,784	+28.7%

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

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

$727,251

Total Directors

$575,915

Key Employees

$540,822

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tobin Rockley	President	60.00	Officer Director Key Emp	$520,552	$20,270	$540,822
Liane Pieffer Rockley	Secretary/Treasurer	20.00	Officer	$11,000	$0	$11,000
Nina Rockley	Director	0.00	Director	$0	$0	$0
Damien Rockley	Vice President of Operations	40.00	Officer	$67,696	$7,239	$74,935
Aslan Rockley	Vice President of Technical Services	30.00	Officer	$100,494	$0	$100,494
Rebecca Moritzky	Member at Large	26.00	Director	$30,022	$5,071	$35,093

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	$7,262,314	$7,374,747	$921,397	$-112,433
2022	$7,562,950	$7,566,734	$830,392	$-3,784
2021	$6,767,758	$6,642,635	$1,094,070	$125,123
2020	$5,510,043	$5,912,255	$1,106,358	$-402,212
2019	$6,913,210	$6,635,970	$1,101,500	$277,240
2018	$5,958,306	$5,922,653	$1,192,798	$35,653

Rockley Family Foundation