NEW BREMEN FOUNDATION INC (EIN 341837854) - 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

1996

Legal Domicile

Principal Officer

JAMES THIS

Phone

4196292311

Tax Period

2022-12-01 to 2023-11-30

NEW BREMEN FOUNDATION INC, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2022. Revenue fell 59% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $680K, a strong 50% operating margin.

Mission

THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND RELIGIOUS PURPOSES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $849,839

Program Service Revenue $0

Investment Income $501,816

Other Revenue $16,800

TOTAL REVENUE $1,368,455

Expense Breakdown

Grants Paid $550,548

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $564,745

Other Expenses $137,614

TOTAL EXPENSES $688,162

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,368,455	$3,337,307	-0.6%
Expenses	$688,162	$1,003,317	-0.3%
Net Income	$680,293	$2,333,990	-0.7%

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

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
JAMES F DICKE II	TRUSTEE	2.00	Director	$0	$0	$0
JASON THIS	TRUSTEE/PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES F DICKE III	TRUSTEE	2.00	Director	$0	$0	$0
BILL WENTE	TRUSTEE/TREASURER	2.00	Officer Director	$0	$0	$0
RUTH ANN SCHWIETERMAN	TRUSTEE	2.00	Director	$0	$0	$0
LINDA KUENNING	TRUSTEE/SECRETARY	2.00	Officer Director	$0	$0	$0
STEVE HARTWIG	TRUSTEE/VICE PRESIDENT	2.00	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
2023	$1,368,455	$688,162	$19,298,827	$680,293
2022	$3,337,307	$1,003,317	$18,719,638	$2,333,990
2021	$2,771,544	$2,251,766	$16,385,648	$519,778
2020	$7,262,504	$787,215	$15,865,870	$6,475,289
2019	$1,134,436	$707,422	$7,858,933	$427,014
2018	$2,549,221	$356,945	$7,737,499	$2,192,276

NEW BREMEN FOUNDATION INC