Newbridge Fund Inc (EIN 222698009) - 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

1985

Legal Domicile

Principal Officer

Michelle L Borden

Phone

9736862241

Tax Period

2023-07-01 to 2024-06-30

Newbridge Fund Inc, founded in 1985, is a small nonprofit in the Mental Health sector that reported $763K in total revenue in fiscal year 2023. Revenue surged 199% from the prior year, signaling strong growth momentum. Expenses of $890K exceeded revenue, resulting in a 17% operating deficit.

Mission

FUNDRAISING TO SUPPORT THE CHARITABLE ORGANIZATION, NEWBRIDGE SERVICES, INC, IN ITS EFFORTS TO BRING BALANCE TO PEOPLE'S LIVES BY PROVIDING COUNSELING, HOUSING AND EDUCATION

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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 $719,582

Program Service Revenue $0

Investment Income $42,939

Other Revenue $0

TOTAL REVENUE $762,521

Expense Breakdown

Grants Paid $853,123

Salaries & Benefits $0

Fundraising Expenses $2,225

Program Expenses $853,123

Other Expenses $36,540

TOTAL EXPENSES $889,663

Year-over-Year Comparison

	2023	2022	Change
Revenue	$762,521	$254,663	+2.0%
Expenses	$889,663	$1,018,857	-0.1%
Net Income	$-127,142	$-764,194	-0.8%

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

$212,156

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE L BORDEN	CEO	0.0	Officer	$0	$4,464	$142,848
Marc Mackin	CFO	0.0	Officer	$0	$4,555	$69,308
DEBBIE KING	PRESIDENT	0.25	Officer Director	$0	$0	$0
DAVID CRAPO	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
ISOBEL WAYRICK	TREASURER	0.25	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	No data	No data	No data	No data
2024	$762,521	$889,663	$1,342,870	$-127,142
2023	$254,663	$1,018,857	$1,499,745	$-764,194
2022	$918,214	$354,542	$2,244,215	$563,672
2021	$342,839	$491,373	$1,673,013	$-148,534
2020	$479,896	$718,260	$1,817,630	$-238,364
2019	$543,968	$38,055	$2,057,994	$505,913
2018	$818,265	$813,649	$1,551,181	$4,616

Newbridge Fund Inc