ROCKFIELD FOUNDATION INC (EIN 522009027) - 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

1996

Legal Domicile

Principal Officer

DONNA DICKEY

Phone

4108932083

Tax Period

2024-07-01 to 2025-06-30

ROCKFIELD FOUNDATION INC, founded in 1996, is a small nonprofit in the Community Improvement sector that reported $682K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $324K, a strong 47% operating margin.

Mission

IN COORDINATION WITH THE TOWN OF BEL AIR, THE FOUNDATION WAS FORMED TO DEVELOP, OPERATE AND PROMOTE A MULTI-FACETED MEETING, RECREATIONAL AND CULTURAL VENUE ON THE GROUNDS OF ROCKFIELD MANOR TO ENHANCE THE QUALITY OF LIFE FOR BEL AIR AND ALL OF THE CITIZENS OF HARFORD COUNTY, MARYLAND.

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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 $203,443

Program Service Revenue $457,843

Investment Income $20,886

Other Revenue $0

TOTAL REVENUE $682,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $126,901

Fundraising Expenses $0

Program Expenses $264,879

Other Expenses $231,242

TOTAL EXPENSES $358,143

Year-over-Year Comparison

	2024	2023	Change
Revenue	$682,172	$432,937	+0.6%
Expenses	$358,143	$315,012	+0.1%
Net Income	$324,029	$117,925	+1.7%

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

$86,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA DICKEY	CHAIR	5.00	Officer	$0	$0	$0
ELIZABETH PLUNKETT	VICE CHAIR	0.75	Officer	$0	$0	$0
CAROLYN EVANS	SECRETARY	0.75	Officer	$0	$0	$0
SHIRL FITZPATRICK	TREASURER	0.75	Officer	$0	$0	$0
AMY CHMIELEWSKI	DIRECTOR	0.50	Director	$0	$0	$0
JASON GASIOR	DIRECTOR	0.50	Director	$0	$0	$0
SARAH KLEIN	DIRECTOR	0.50	Director	$0	$0	$0
JOHN GOLDBECK	DIRECTOR	0.50	Director	$0	$0	$0
STACIE SLOAN	DIRECTOR	0.50	Director	$0	$0	$0
SANDRA GUZEWICH	DIRECTOR	0.50	Director	$0	$0	$0
AMY JAHNIGEN	DIRECTOR	0.50	Director	$0	$0	$0
MARK KLEMANS	DIRECTOR	0.50	Director	$0	$0	$0
PAT RICHARDS	DIRECTOR	N/A	Director	$0	$0	$0
KELLEE KALTHOF	EXECUTIVE DI	40.00	Officer	$86,000	$0	$86,000
SEAN LANGFORD	DIRECTOR	0.50	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	$682,172	$358,143	$1,522,739	$324,029
2024	$432,937	$315,012	$970,095	$117,925
2023	$582,579	$393,588	$851,323	$188,991
2022	$531,764	$349,438	$677,194	$182,326
2021	$329,671	$230,952	$484,178	$98,719
2020	$351,700	$296,633	$402,298	$55,067
2019	$362,207	$304,173	$330,523	$58,034

ROCKFIELD FOUNDATION INC