BRECKENRIDGE INDUSTRIAL FOUNDATION (EIN 237315230) - 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

1984

Legal Domicile

Principal Officer

JONATHAN NEWTON

Phone

2545592301

Tax Period

2024-01-01 to 2024-12-31

BRECKENRIDGE INDUSTRIAL FOUNDATION, founded in 1984, is a small nonprofit that reported $197K in total revenue in fiscal year 2024. Revenue surged 411% from the prior year, signaling strong growth momentum. The organization ran a surplus of $182K, a strong 93% operating margin.

Mission

Economic development and promotion of industry and business within the city and county

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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 $175,000

Program Service Revenue $0

Investment Income $21,208

Other Revenue $426

TOTAL REVENUE $196,634

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $14,151

TOTAL EXPENSES $14,151

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,634	$38,493	+4.1%
Expenses	$14,151	$28,062	-0.5%
Net Income	$182,483	$10,431	+16.5%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JONATHAN NEWTON	PRESIDENT	Officer Director	$0	$0	$0
MIKE PARRACK	DIRECTOR	Director	$0	$0	$0
SCOTT HARRIS	DIRECTOR	Director	$0	$0	$0
BECKY DOWNING	DIRECTOR	Director	$0	$0	$0
JAMES SHELTON	DIRECTOR	Director	$0	$0	$0
PAUL PRATER	DIRECTOR	Director	$0	$0	$0
LEE OLSON	DIRECTOR	Director	$0	$0	$0
BRUCE CURRY	DIRECTOR	Director	$0	$0	$0
NEAL EDWARDS	DIRECTOR	Director	$0	$0	$0
CURT MCCLYMOND	DIRECTOR	Director	$0	$0	$0
VIRGIL MOORE	SECRETARY	Director	$0	$0	$0
DAVID DUGGAN	TREASURER	Officer Director	$0	$0	$0
JON JACKSON	VICEPRESIDENT	Officer Director	$0	$0	$0
KEVIN SIMMONS	PRESIDENT	Officer Director	$0	$0	$0
WADE TOOMBS	DIRECTOR	Director	$0	$0	$0
KEVIN KING	DIRECTOR	Director	$0	$0	$0
DAVID MILLER	ASST SECRETARY	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	$196,634	$14,151	$771,423	$182,483
2023	$38,493	$28,062	$588,940	$10,431
2022	$28,605	$31,969	$578,508	$-3,364
2021	$49,346	$20,753	$581,870	$28,593
2020	$12,019	$138,588	$553,276	$-126,569
2019	$15,715	$12,315	$679,846	$3,400
2018	$6,925	$6,963	$676,446	$-38

BRECKENRIDGE INDUSTRIAL FOUNDATION