RSF SOCIAL INVESTMENT FUND INC (EIN 364385559) - 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

2000

Legal Domicile

Principal Officer

JASPER J VAN BRAKEL

Phone

4155613900

Tax Period

2024-01-01 to 2024-12-31

RSF SOCIAL INVESTMENT FUND INC, founded in 2000, is a community nonprofit in the Education sector that reported $7.9M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $7.0M left a modest 12% surplus.

Mission

SUPPORT OF RSF SOCIAL FINANCE THROUGH MISSION-RELATED LOANS.

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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 $0

Program Service Revenue $6,922,641

Investment Income $1,010,795

Other Revenue $0

TOTAL REVENUE $7,933,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,243,162

Fundraising Expenses $0

Program Expenses $5,799,501

Other Expenses $3,764,133

TOTAL EXPENSES $7,007,295

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,933,436	$6,578,017	+0.2%
Expenses	$7,007,295	$5,101,923	+0.4%
Net Income	$926,141	$1,476,094	-0.4%

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

$1,882,300

Total Directors

$488,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASPER J VAN BRAKEL	CEO & DIRECTOR	24.00	Officer Director	$0	$5,700	$488,700
MICHELLE BRUNO	CHIEF OPERATING OFFICER	24.00	Officer	$0	$5,800	$337,300
SYLVIA LEE	VP, FINANCE & TREASURER	24.00	Officer	$0	$2,500	$249,149
KATHLEEN PAYLOR	VP, IMPACT INVESTING & PHILANTHROPY	24.00	Officer	$0	$3,675	$243,691
DANA STRANZ	VP, CREDIT AND RISK	24.00	Officer	$0	$2,800	$227,591
MICHAEL JONES	VP, LENDING BUSINESS DEVELOPMENT	24.00	Officer	$0	$2,500	$209,333
BEN GORDON	DIRECTOR, CREDIT	24.00	Highest	$0	$5,500	$150,550
JON WEBB	SENIOR MANAGER, ACCOUNTING	24.00	Highest	$0	$8,280	$146,265
MICHAEL BART	DIRECTOR, LOAN & INVESTMENT OPERATIONS	24.00	Highest	$0	$2,188	$140,419
AMY BIRD	DIRECTOR, LENDING	24.00	Highest	$0	$9,392	$138,669
ERIKA WILLIAMS	VP, INTEGRATED CAPITAL (THRU 2/2024)	24.00	Officer	$0	$792	$126,536
AMY HERSMAN	EXECUTIVE ASSISTANT	24.00	Highest	$0	$4,717	$122,104
LEE MERKLE-RAYMOND	BOARD CO-CHAIR	1.00	Officer Director	$0	$0	$0
ELISSA SANGALLI	BOARD CO-CHAIR	1.00	Officer Director	$0	$0	$0
AMIR KIRKWOOD	TRUSTEE	1.00	Director	$0	$0	$0
KONDA MASON	TRUSTEE (THRU 5/2024)	1.00	Director	$0	$0	$0
DR DAVID E MCCLEAN	TRUSTEE	1.00	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	$7,933,436	$7,007,295	$153,466,042	$926,141
2023	$6,578,017	$5,101,923	$138,000,504	$1,476,094
2022	$4,568,986	$4,368,903	$142,896,589	$200,083
2021	$6,180,684	$5,121,267	$183,234,866	$1,059,417
2020	$6,781,481	$6,736,258	$188,388,785	$45,223
2019	$7,531,502	$6,702,350	$197,771,437	$829,152
2018	$7,381,196	$5,366,771	$191,871,926	$2,014,425

RSF SOCIAL INVESTMENT FUND INC