BERKELEY COLLEGE FOUNDATION (EIN 463847620) - 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

ELLEN ZITIS

Phone

8444895232

Tax Period

2024-07-01 to 2025-06-30

BERKELEY COLLEGE FOUNDATION, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $164K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 24% operating margin.

Mission

THE MISSION OF THE BERKELEY COLLEGE FOUNDATION (BCF) IS TO PROVIDE SUPPORT AND RESOURCES TO STUDENTS PURSUING QUALITY EXPERIENCES IN HIGHER EDUCATION.

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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 $172,166

Program Service Revenue $0

Investment Income $8,152

Other Revenue $-15,905

TOTAL REVENUE $164,413

Expense Breakdown

Grants Paid $49,000

Salaries & Benefits $43,966

Fundraising Expenses $0

Program Expenses $92,966

Other Expenses $32,556

TOTAL EXPENSES $125,522

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,413	$121,516	+0.4%
Expenses	$125,522	$140,476	-0.1%
Net Income	$38,891	$-18,960	-3.1%

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

$43,966

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDRENAIA GIORDANO	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW FENSTER	DIRECTOR	1.00	Director	$0	$0	$0
DIANE RECINOS	EX OFFICIO	1.00	Director	$0	$0	$0
JOHN PHILLIPS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JONATHAN SANTIAGO	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN LUING	DIRECTOR	1.00	Director	$0	$0	$0
MELVIN MONTALVO	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL IRIS	ASSOC. VP ALUMNI RELATIONS	1.00	Officer Director	$0	$0	$0
MIKE LAMENDOLA	DIRECTOR	1.00	Director	$0	$0	$0
NICO CARABELLO	DIRECTOR	1.00	Director	$0	$0	$0
ROSHAUNA BOSTWICK	EX -OFFICIO DIRECTOR	1.00	Director	$0	$0	$0
RUI OLIVEIRA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN RUTKOWSKI	TREASURER	1.00	Officer Director	$0	$0	$0
TIMOTHY LUING	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN ZITIS	EXECUTIVE DIRECTOR	10.00	Officer	$43,966	$0	$43,966

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	$164,413	$125,522	$417,368	$38,891
2024	$121,516	$140,476	$354,560	$-18,960
2023	$104,112	$104,729	$353,019	$-617
2022	$77,873	$68,956	$355,707	$8,917
2021	$202,591	$51,014	$348,137	$151,577

BERKELEY COLLEGE FOUNDATION