2722 BANCROFT EDUCATIONAL INSTITUT… - Form 990 Financial Data

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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

1990

Legal Domicile

Principal Officer

GEOFFREY KOBLICK

Phone

4159550344

Tax Period

2023-01-01 to 2023-12-31

2722 BANCROFT EDUCATIONAL INSTITUTE INC C/O DAVE CUNEO, founded in 1990, is a micro nonprofit in the Unknown sector that reported $2K in total revenue in fiscal year 2023.

Mission

TO PROVIDE AFFORDABLE HOUSING, SOCIAL BENEFITS AND SCHOLARSHIPS FOR THE COLLEGE EDUCATION OF STUDENTS OF THE UNIVERSITY OF CALIFORNIA, BERKELEY, WHO ARE MEMBERS OF THE SAE FRATERNAL ORGANIZATION.

Program Service Accomplishments

Program 1

PROVIDING AFFORDABLE HOUSING AND TUITION GRANT PAYMENTS MADE FOR SCHOLARSHIP RECIPIENT AND FINANCIAL SUPPORT FOR THE 2722 BANCROFT FOUNDATION, A 501(C)(3) ORGANIZATION.

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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 $15,472

Program Service Revenue $0

Investment Income $0

Other Revenue $-17,506

TOTAL REVENUE $-2,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-2,034	$-71,836	-1.0%
Expenses	N/A	$1	-1.0%
Net Income	N/A	$-71,837	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

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
GEOFFREY KOBLICK	PRESIDENT AND CHAIRMAN	1.00	Officer Director	$0	$0	$0
RUSSELL GUNDERSON	SECRETARY & TREASURER	1.00	Officer 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
2023	$-2,034	No data	$815,122	No data
2022	$-71,836	$1	$852,102	$-71,837
2021	$-40,150	$1	$957,774	$-40,151

2722 BANCROFT EDUCATIONAL INSTITUTE INC C/O DAVE CUNEO