NEEDHAM B BROUGHTON CAPITAL FOUNDATION (EIN 562486307) - 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

2004

Legal Domicile

Principal Officer

BONNIE HOPKINS

Phone

9195994292

Tax Period

2024-07-01 to 2025-06-30

NEEDHAM B BROUGHTON CAPITAL FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $160K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $67K, a strong 42% operating margin.

Mission

TO PROVIDE FUNDING FOR PROPOSALS AND PROGRAMS WHICH WILL ENRICH AND ENHANCE THE LIVES OF THE FACULTY AND STUDENTS AT BROUGHTON HIGH SCHOOL NOW AND IN THE FUTURE.

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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 $64,390

Program Service Revenue $0

Investment Income $95,183

Other Revenue $0

TOTAL REVENUE $159,573

Expense Breakdown

Grants Paid $73,657

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,657

Other Expenses $19,024

TOTAL EXPENSES $92,681

Year-over-Year Comparison

	2024	2023	Change
Revenue	$159,573	$265,546	-0.4%
Expenses	$92,681	$58,736	+0.6%
Net Income	$66,892	$206,810	-0.7%

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

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
BONNIE HOPKINS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MEG EMRICH	SECRETARY	1.00	Officer Director	$0	$0	$0
ELIZABETH MERRITT	TREASURER	1.00	Officer Director	$0	$0	$0
JANIECE DILTS	PRINCIPAL, E	1.00	Director	$0	$0	$0
CHRISTINA ALLEN	PAST PTA PRE	1.00	Director	$0	$0	$0
BESS CREECH	PAST PTA PRE	1.00	Director	$0	$0	$0
SHANNON CASSELL	DIRECTOR	1.00	Director	$0	$0	$0
WILL ECKSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
GRANT FISCHER	DIRECTOR	1.00	Director	$0	$0	$0
EMILY FUNDERBURK	DIRECTOR	1.00	Director	$0	$0	$0
BONNER GAYLORD	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN MCLAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
HELEN MORISEY	DIRECTOR	1.00	Director	$0	$0	$0
DIANE H PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
HELEN ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
MARSHALL WALL	DIRECTOR	1.00	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	$159,573	$92,681	$1,195,693	$66,892
2024	$265,546	$58,736	$1,128,801	$206,810
2023	$120,603	$88,491	$921,991	$32,112
2022	$119,767	$83,051	$889,879	$36,716
2021	$59,591	$53,802	$853,163	$5,789
2020	$47,326	$54,324	$847,374	$-6,998
2019	$174,667	$59,596	$854,372	$115,071

NEEDHAM B BROUGHTON CAPITAL FOUNDATION