BROSE FAMILY FOUNDATION INC

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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

Phone

4808758822

Tax Period

2024-01-01 to 2024-12-31

BROSE FAMILY FOUNDATION INC, founded in 2023, is a small nonprofit in the Human Services sector that reported $158K in total revenue in fiscal year 2024. The organization ran a surplus of $83K, a strong 52% operating margin.

Mission

FOSTER UNITY AND EMPOWERMENT IN COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $44,835

MISSIONARY EFFORT. OVER 2080 HOURS OF SERVICE PROVIDED BY VOLNTEER WHO WAS FINANCED BY THE FOUNDATION. SERVICE PROVIDED TO LOCAL FOOD BANKS AND COMMUNITY CHURCHES.

Program 2

Expenses: $10,584

CHRISTMAS GIVING PROGRAM. PROVIDED CHRISTMAS GIFTS TO FAMILIES IN NEED. GIFTS PURCHASED AND WRAPPED AND DELIVERED TO NEEDY FAMILIES FROM OCTOBER TO DECEMBER. OVER 10 FAMILIES

Program 3

Expenses: $5,244

QUEEN CREEK AZ COMMUNITY CITRUS HARVEST. FOUNDATION AND 40 COMMUNITY MEMBERS HARVESTED 10000 PIECES OF FRUIT AND PROVIDED THAT TO THOSE IN NEED IN QUEEN CREEK AZ AREA.

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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 $119,000

Program Service Revenue $0

Investment Income $39,467

Other Revenue $0

TOTAL REVENUE $158,467

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,663

Other Expenses $15,162

TOTAL EXPENSES $75,825

Year-over-Year Comparison

	2024	2023	Change
Revenue	$158,467	$155,100	+0.0%
Expenses	$75,825	$391	+192.9%
Net Income	$82,642	$154,709	-0.5%

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

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
SHEREE BROSE	OFFICER	10.00	Director	$0	$0	$0
BRAD BERGQUIST	DIRECTOR	6.00	Director	$0	$0	$0
BRAD WAGNER	DIRECTOR	2.00	Director	$0	$0	$0
BART JARMAN	DIRECTOR	4.00	Director	$0	$0	$0
MICHAEL BROSE	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$158,467	$75,825	$238,508	$82,642