THE JOSEPH C BANCROFT CHARITABLE AND EDUCATIONAL FUND (EIN 582340181) - 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

1997

Legal Domicile

Principal Officer

GERALD M ABDALLA

Phone

6016846121

Tax Period

2023-01-01 to 2023-12-31

THE JOSEPH C BANCROFT CHARITABLE AND EDUCATIONAL FUND, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.2M in total revenue in fiscal year 2023. The organization ran a surplus of $1.4M, a strong 22% operating margin.

Mission

TO SUPPORT CHARITABLE AND EDUCATIONAL ORGANIZATIONS

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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 $220,155

Program Service Revenue $0

Investment Income $5,940,005

Other Revenue $1,313

TOTAL REVENUE $6,161,473

Expense Breakdown

Grants Paid $1,407,428

Salaries & Benefits $767,500

Fundraising Expenses $0

Program Expenses $2,174,928

Other Expenses $2,606,605

TOTAL EXPENSES $4,781,533

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,161,473	$6,181,563	0.0%
Expenses	$4,781,533	$4,434,870	+0.1%
Net Income	$1,379,940	$1,746,693	-0.2%

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

N/A

Employees

N/A

Volunteers

N/A

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

$435,000

Total Directors

$767,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT M BIRD	DIRECTOR	30.00	Officer Director	$145,000	$0	$145,000
TOM A ABDALLA	DIRECTOR, SEC & TREAS	60.00	Officer Director	$145,000	$0	$145,000
GERALD M ABDALLA JR	DIRECTOR	50.00	Director	$332,500	$0	$332,500
GERALD M ABDALLA	PRESIDENT, DIRECTOR	50.00	Officer Director	$145,000	$0	$145,000

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	$6,161,473	$4,781,533	$200,978,348	$1,379,940
2022	$6,181,563	$4,434,870	$193,902,263	$1,746,693
2021	$4,336,128	$3,940,753	$195,688,163	$395,375
2020	$7,148,604	$3,796,169	$192,521,165	$3,352,435
2019	$5,289,980	$3,669,064	$188,982,857	$1,620,916
2018	$26,988,697	$27,160,011	$186,431,955	$-171,314

THE JOSEPH C BANCROFT CHARITABLE AND EDUCATIONAL FUND