The Brotherton Fund c/o Episcopal Impact Fund (EIN 943402317) - 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

2001

Legal Domicile

Principal Officer

Constance B Mardikian

Phone

4158697809

Tax Period

2024-01-01 to 2024-12-31

The Brotherton Fund c/o Episcopal Impact Fund, founded in 2001, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $246K, a strong 23% operating margin.

Mission

Support the Mission/Bernal Campus of California Pacific Medical Center, and to improve the health and welfare of the San Francisco community.

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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 $0

Investment Income $1,046,720

Other Revenue $0

TOTAL REVENUE $1,046,720

Expense Breakdown

Grants Paid $358,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $358,900

Other Expenses $442,008

TOTAL EXPENSES $800,908

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,046,720	$796,278	+0.3%
Expenses	$800,908	$797,407	+0.0%
Net Income	$245,812	$-1,129	-218.7%

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
The Rt Rev Austin K Rios	Chairperson	2.00	Officer Director	$0	$0	$0
Constance Mardikian	President	2.00	Officer Director	$0	$0	$0
Yuriko Romer	Treasurer	2.00	Officer Director	$0	$0	$0
Maria Vicente-Puletti	Secretary	2.00	Officer Director	$0	$0	$0
Rev Beth Lind Foote	Board Member	2.00	Director	$0	$0	$0
Ann Akichika	Board Member	2.00	Director	$0	$0	$0
Philip Pillsbury	Board Member	2.00	Director	$0	$0	$0
Rt Rev Bishop Marc Andrus	Board Member- Upto July 24	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
2024	$1,046,720	$800,908	$15,709,582	$245,812
2023	$796,278	$797,407	$15,183,614	$-1,129
2022	$649,072	$757,217	$14,321,169	$-108,145
2021	$1,212,779	$710,456	$17,295,787	$502,323
2020	$764,565	$758,135	$16,115,621	$6,430
2019	$577,604	$614,955	$14,701,926	$-37,351
2018	$493,722	$637,098	$12,708,446	$-143,376

The Brotherton Fund c/o Episcopal Impact Fund