BETH BRUNSWICK MEMORIAL FUND FOR CH

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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

2023

Legal Domicile

Principal Officer

ELLEN OPPENHEIM

Tax Period

2023-01-01 to 2023-12-31

BETH BRUNSWICK MEMORIAL FUND FOR CH, founded in 2023, is a small nonprofit in the Education sector that reported $445K in total revenue in fiscal year 2023. The organization ran a surplus of $443K, a strong 99% operating margin.

Mission

THE BETH BRUNSWICK MEMORIAL FUND FOR CHILDREN SUPPORTS PROGRAMS FOR CHILDREN IN THE RANGELEY, MAINE REGION.

Program Service Accomplishments

Program 1

THE ORGANIZATION EVALUATED AND SUPPORTED THE EXPANSION OF CHILDRENS PROGRAMMING IN THE RANGELEY, ME REGION.

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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 $436,305

Program Service Revenue $0

Investment Income $1,486

Other Revenue $7,467

TOTAL REVENUE $445,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,639

TOTAL EXPENSES $2,639

Year-over-Year Comparison

	2023	2022	Change
Revenue	$445,258	N/A	N/A
Expenses	$2,639	N/A	N/A
Net Income	$442,619	N/A	N/A

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
JULIE STEINBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACHARY LEHMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE BERNSTEIN	BOARD MEMBER	4.00	Director	$0	$0	$0
LEEANNA WILBUR	TREASURERSECRETARY	4.00	Officer	$0	$0	$0
ELLEN OPPENHEIM	PRESIDENT	10.00	Officer	$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	$445,258	$2,639	$442,619	$442,619