BRODIE FUND INC (EIN 812808132) - 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

2016

Legal Domicile

Principal Officer

SALLY WILLIAMS

Phone

7322458321

Tax Period

2021-01-01 to 2021-12-31

BRODIE FUND INC, founded in 2016, is a micro nonprofit in the Animal-Related sector that reported $48K in total revenue in fiscal year 2021. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $42K left a modest 13% surplus.

Mission

To provide financial assitance to pets fighting cancer

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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 (2021)

Revenue Breakdown

Contributions & Grants $48,198

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $48,198

Expense Breakdown

Grants Paid $27,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,103

Other Expenses $14,233

TOTAL EXPENSES $41,733

Year-over-Year Comparison

	2021	2020	Change
Revenue	$48,198	$77,308	-0.4%
Expenses	$41,733	$73,640	-0.4%
Net Income	$6,465	$3,668	+0.8%

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

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
SALLY WILLIAMS	PresidentDirector	40.00	Officer Director	$0	$0	$0
KATIE WIEGERS	TreasurerDirector	20.00	Officer Director	$0	$0	$0
RIINA VAN RIXOORT	SecretaryDirector	20.00	Officer Director	$0	$0	$0
RIVER GIBERSON	Director	1.000	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
2021	$48,198	$41,733	$29,301	$6,465
2020	$77,308	$73,640	$22,802	$3,668
2018	$64,693	$50,786	$21,025	$13,907

BRODIE FUND INC