ROCKFORD COMMUNITY INVESTMENT FUND (EIN 874616912) - 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

2022

Legal Domicile

Principal Officer

JEFF FAHRENWALD

Phone

8159878675

Tax Period

2024-10-01 to 2025-09-30

ROCKFORD COMMUNITY INVESTMENT FUND, founded in 2022, is a small nonprofit in the Community Improvement sector that reported $481K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

TO SUPPORT HOUSING AND COMMUNITY DEVELOPMENT VENTURES

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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 $0

Program Service Revenue $478,852

Investment Income $104

Other Revenue $1,615

TOTAL REVENUE $480,571

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $370,587

Other Expenses $471,273

TOTAL EXPENSES $471,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$480,571	$400,939	+0.2%
Expenses	$471,273	$347,288	+0.4%
Net Income	$9,298	$53,651	-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

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

$113,909

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF FAHRENWALD	CHAIR	4.00	Officer Director	$0	$0	$0
SHELTON KAY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN PHELPS	SECRETARY	2.00	Officer Director	$0	$0	$0
LINDA HECKERT	TREASURER	2.00	Officer Director	$0	$0	$0
CHARLES BOX	BOD	2.00	Director	$0	$0	$0
TODD CAGNONI	BOD	2.00	Director	$0	$0	$0
BRENTEN WITHERBY	BOD	2.00	Director	$0	$0	$0
JOJO GENDEN	BOD	2.00	Director	$0	$0	$0
JAMES RYAN	BOD	2.00	Director	$0	$0	$0
THOMAS SANDQUIST	EXECUTIVE DI	40.00	Officer	$0	$0	$113,909

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	$480,571	$471,273	$5,056,016	$9,298
2023	$197,414	$167,406	$1,949,188	$30,008
2023	$40,652	$44,906	$1,945,784	$-4,254

ROCKFORD COMMUNITY INVESTMENT FUND