BROCK FAMILY COMMUNITY FOUNDATION (EIN 731579185) - 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

2000

Legal Domicile

Principal Officer

JOHN A BROCK

Phone

9185821320

Tax Period

2023-01-01 to 2023-12-31

BROCK FAMILY COMMUNITY FOUNDATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $135K in total revenue in fiscal year 2023. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $352K exceeded revenue, resulting in a 161% operating deficit.

Mission

THE FOUNDATION IS ORGANIZED FOR THE PURPOSE OF BENEFITTING OR SUPPORTING ORGANIZATIONS DESCRIBED IN 501(C)(3) AND RELATED CHARITABLE ACTIVITIES.

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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 $0

Program Service Revenue $0

Investment Income $134,745

Other Revenue $0

TOTAL REVENUE $134,745

Expense Breakdown

Grants Paid $321,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $321,375

Other Expenses $30,401

TOTAL EXPENSES $351,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,745	$3,103,415	-1.0%
Expenses	$351,776	$308,650	+0.1%
Net Income	$-217,031	$2,794,765	-1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD HARRIS	PRESIDENT - DIRECTOR	5.00	Director	$0	$0	$0
R BLAKE ATKINS	SECRETARY/TREASURER - DIRE	0.00	Director	$0	$0	$0
THOMAS W WILKINS	DIRECTOR	0.00	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
2024	No data	No data	No data	No data
2023	$134,745	$351,776	$7,272,034	$-217,031
2022	$3,103,415	$308,650	$8,879,615	$2,794,765
2021	$116,497	$1,070,260	$9,243,134	$-953,763
2020	$68,079	$195,618	$8,217,561	$-127,539
2019	$3,059,489	$347,562	$6,391,795	$2,711,927
2018	$-142,642	$285,327	$2,711,155	$-427,969

BROCK FAMILY COMMUNITY FOUNDATION