Bancroft Neighborhood Association (EIN 411717318) - 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

1994

Legal Domicile

Principal Officer

Mickella Rolfes

Phone

6127245313

Tax Period

2023-01-01 to 2023-12-31

Bancroft Neighborhood Association, founded in 1994, is a small nonprofit in the Community Improvement sector that reported $265K in total revenue in fiscal year 2023. The organization ran a surplus of $80K, a strong 30% operating margin.

Mission

Neighborhood improvement

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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 $261,332

Program Service Revenue $4,000

Investment Income $11

Other Revenue $0

TOTAL REVENUE $265,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,979

Fundraising Expenses $6,012

Program Expenses $141,346

Other Expenses $70,995

TOTAL EXPENSES $184,974

Year-over-Year Comparison

	2023	2022	Change
Revenue	$265,343	N/A	N/A
Expenses	$184,974	N/A	N/A
Net Income	$80,369	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

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

$30,035

Total Directors

$28,006

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Satish Desai	Board President	4.00	Officer Director	$0	$0	$0
Susan Heineman	Vice President	4.00	Officer Director	$0	$0	$0
Neal Baxter	Secretary	4.00	Officer Director	$0	$0	$0
Peter Caldwell	Treasurer	4.00	Officer Director	$0	$0	$0
Patricia Siebert	Board member	3.00	Director	$0	$0	$0
Kate Roarty	Board member	3.00	Director	$0	$0	$0
Courtney Gildersleeve	Board member	3.00	Director	$0	$0	$0
Amanda Madison	Board member	3.00	Director	$0	$0	$0
Paula Zaretzky	Board member	3.00	Director	$0	$0	$0
Luke Stultz	Executive Director	25.00	Officer	$30,035	$0	$30,035
Mickella Rolfes	Director	25.00	Director	$28,006	$0	$28,006

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	$265,343	$184,974	$151,344	$80,369

Bancroft Neighborhood Association