Berkeley Athletic Fund (EIN 943006966) - 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

Legal Domicile

Principal Officer

Janel Wellborn

Phone

5109281757

Tax Period

2024-07-01 to 2025-06-30

Berkeley Athletic Fund is a small nonprofit that reported $493K in total revenue in fiscal year 2024.

Mission

Berkeley Athletic Fund provides financial support to the Berkeley High athletic department, sports teams, and coaches.

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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 $364,337

Program Service Revenue $115,117

Investment Income $13,280

Other Revenue $52

TOTAL REVENUE $492,786

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $27,969

Program Expenses $447,321

Other Expenses $500,901

TOTAL EXPENSES $500,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$492,786	$509,215	0.0%
Expenses	$500,901	$540,035	-0.1%
Net Income	$-8,115	$-30,820	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janel Wellborn	President/Treas	15.00	Officer Director	$0	$0	$0
Nick Walsh	Secretary	3.00	Officer Director	$0	$0	$0
Mike Ely	Director	2.00	Officer Director	$0	$0	$0
Minera Tirado	Director	2.00	Officer Director	$0	$0	$0
Phil Polishuk	Director	2.00	Director	$0	$0	$0
Karl Torke	Director	2.00	Director	$0	$0	$0
Hillary Metz	Director	2.00	Director	$0	$0	$0
Joshua Schnoll	Director	3.00	Director	$0	$0	$0
Theo Niemeyer	Director	2.00	Director	$0	$0	$0
Gracie Koch	Director	2.00	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
2025	$492,786	$500,901	$504,046	$-8,115
2024	$509,215	$540,035	$506,135	$-30,820
2023	$475,078	$416,828	$536,955	$58,250
2022	$296,925	$211,967	$478,705	$84,958
2019	$193,533	$176,406	$330,329	$17,127
2018	$149,403	$107,695	$314,252	$41,708

Berkeley Athletic Fund