BOSCOBEL COMMUNITY FOUNDATION INC

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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

Phone

6083910445

Tax Period

2024-08-01 to 2025-07-31

BOSCOBEL COMMUNITY FOUNDATION INC, founded in 2002, is a small nonprofit in the Human Services sector that reported $121K in total revenue in fiscal year 2024. The organization ran a surplus of $42K, a strong 35% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $19,389 Revenue: $2,330

BOYS YOUTH COMMUNITY BASKETBALL

Program 2

Expenses: $14,736 Revenue: $10,537

FARMERS MARKET

Program 3

Expenses: $13,556 Revenue: $3,236

GIRLS YOUTH COMMUNITY BASKETBALL

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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 $35,803

Program Service Revenue $16,103

Investment Income $11,047

Other Revenue $58,219

TOTAL REVENUE $121,172

Expense Breakdown

Grants Paid $18,689

Salaries & Benefits $0

Fundraising Expenses $2,469

Program Expenses $71,006

Other Expenses $60,600

TOTAL EXPENSES $79,289

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,172	$112,390	+0.1%
Expenses	$79,289	$102,568	-0.2%
Net Income	$41,883	$9,822	+3.3%

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
MARLYS HENNESSY	DIRECTOR	0.25	Director	$0	$0	$0
THOMAS PELZ	DIRECTOR	0.25	Director	$0	$0	$0
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
LISA FARNESS	DIRECTOR	0.25	Director	$0	$0	$0
DANIEL SWENSON	PRESIDENT	1.00	Officer	$0	$0	$0
TEESHA BACON	TREASURER	1.00	Officer	$0	$0	$0
STACEY UNBEHAUN	SECRETARY	0.25	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
2025	$121,172	$79,289	$307,704	$41,883
2024	$112,390	$102,568	$254,792	$9,822