THE BANCROFT FOUNDATION INC (EIN 311644387) - 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

1999

Legal Domicile

Principal Officer

KAREN H KREISBERG

Phone

4107274828

Tax Period

2023-01-01 to 2023-12-31

THE BANCROFT FOUNDATION INC, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $830K in total revenue in fiscal year 2023. Revenue surged 96% from the prior year, signaling strong growth momentum. Expenses of $768K left a modest 8% surplus.

Mission

THE FOUNDATION EXPENDS ITS EFFORTS TO ALLEVIATE INADEQUACIES IN EDUCATION AND THE ENVIRONMENT.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $815,000

Program Service Revenue $0

Investment Income $15,488

Other Revenue $0

TOTAL REVENUE $830,488

Expense Breakdown

Grants Paid $683,625

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $720,675

Other Expenses $84,485

TOTAL EXPENSES $768,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$830,488	$423,117	+1.0%
Expenses	$768,110	$771,467	0.0%
Net Income	$62,378	$-348,350	-1.2%

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

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

$887,930

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC B TERRILL	PUBLIC DIRECTOR	0.15	Director	$0	$44,135	$887,930
KAREN H KREISBERG	PRESIDENT & PUBLIC DIRECTOR	0.15	Officer Director	$0	$0	$0
MARC KAHN	VICE PRESIDENT & DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
HOWARD B MILLER	SECRETARY & PUBLIC DIRECTOR	0.15	Officer Director	$0	$0	$0
BETSY L KRIEGER	TREASURER & DONOR DIRECTOR	0.15	Officer Director	$0	$0	$0
DANA KAHN	DONOR DIRECTOR	0.15	Director	$0	$0	$0
JEAN K KAHN	DONOR DIRECTOR	0.15	Director	$0	$0	$0
ANNE L JACOBS	PUBLIC DIRECTOR	0.15	Director	$0	$0	$0
GARY SCHOENEMANN	PUBLIC DIRECTOR	0.15	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
2023	$830,488	$768,110	$662,633	$62,378
2022	$423,117	$771,467	$551,500	$-348,350
2021	$387,327	$612,540	$1,099,927	$-225,213
2020	$633	$604,047	$1,231,937	$-603,414

THE BANCROFT FOUNDATION INC