THE BRANDON FOUNDATION INCORPORATED (EIN 462999089) - 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

2013

Legal Domicile

Principal Officer

CATY SMITH

Phone

2603874267

Tax Period

2022-07-01 to 2023-06-30

THE BRANDON FOUNDATION INCORPORATED, founded in 2013, is a small nonprofit in the Youth Development sector that reported $255K in total revenue in fiscal year 2022. Revenue surged 169% from the prior year, signaling strong growth momentum. The organization ran a surplus of $126K, a strong 49% operating margin.

Mission

THE BRANDON FOUNDATION IS AN ORGANIZATION WHERE STUDENTS ARE SHOWN THE POWER OF THEIR POTENTIAL THROUGH INDIVIDUALIZED MENTORING AND FAMILY-FOCUSED SUPPORT.

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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 $238,506

Program Service Revenue $0

Investment Income $-549

Other Revenue $17,084

TOTAL REVENUE $255,041

Expense Breakdown

Grants Paid $8,327

Salaries & Benefits $56,532

Fundraising Expenses $19,610

Program Expenses $89,845

Other Expenses $64,187

TOTAL EXPENSES $129,046

Year-over-Year Comparison

	2022	2021	Change
Revenue	$255,041	$94,752	+1.7%
Expenses	$129,046	$122,015	+0.1%
Net Income	$125,995	$-27,263	-5.6%

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

$50,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATY SMITH	CEO/FOUNDER	40.0	Officer	$50,000	$0	$50,000
CADIE BEASLEY	PRESIDENT	2.3	Officer Director	$0	$0	$0
JOHN DUFF	TREASURER	2.3	Officer Director	$0	$0	$0
ROCKELL ALLEN	SECRETARY	2.3	Officer Director	$0	$0	$0
KENDRA KLINK	DIRECTOR	2.3	Director	$0	$0	$0
MARK LONG	VICE PRESIDENT	2.3	Officer Director	$0	$0	$0
ADAM BISCHOFF	DIRECTOR	2.3	Director	$0	$0	$0
JENNIFER KNOBLAUCH	DIRECTOR	2.3	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$255,041	$129,046	$423,892	$125,995
2021	$278,387	$106,060	$359,659	$172,327

THE BRANDON FOUNDATION INCORPORATED