BOSCOBEL COMMUNITY FOUNDATION INC (EIN 392032214) - 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

2002

Legal Domicile

Principal Officer

DANIEL SWENSON

Tax Period

2023-08-01 to 2024-07-31

BOSCOBEL COMMUNITY FOUNDATION INC, founded in 2002, is a small nonprofit in the Human Services sector that reported $112K in total revenue in fiscal year 2023. Expenses of $103K left a modest 9% surplus.

Mission

PROMOTION OF CHARITABLE, EDUCATIONAL, SCIENTIFIC, CIVIC, AND LITERARY PURPOSES WITHIN BOSCOBEL AND THE SURROUNDING AREA

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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 $37,853

Program Service Revenue $23,265

Investment Income $8,006

Other Revenue $43,266

TOTAL REVENUE $112,390

Expense Breakdown

Grants Paid $41,166

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,634

Other Expenses $61,402

TOTAL EXPENSES $102,568

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,390	N/A	N/A
Expenses	$102,568	N/A	N/A
Net Income	$9,822	N/A	N/A

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
MARY FITZGERALD	DIRECTOR	0.25	Director	$0	$0	$0
JANELLE MILLER	DIRECTOR	0.25	Director	$0	$0	$0
DEAN BEINBORN	DIRECTOR	0.25	Director	$0	$0	$0
MARK LUCEY	DIRECTOR	0.25	Director	$0	$0	$0
MARLYS HENNESSY	DIRECTOR	0.25	Director	$0	$0	$0
THOMAS PELZ	DIRECTOR	0.25	Director	$0	$0	$0
STACEY UNBEHAUN	SECRETARY	0.25	Officer	$0	$0	$0
DANIEL SWENSON	PRESIDENT	1.00	Officer	$0	$0	$0
TEESHA BACON	TREASURER	1.00	Officer	$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	$112,390	$102,568	$254,792	$9,822

BOSCOBEL COMMUNITY FOUNDATION INC