THE BODMAN FOUNDATION (EIN 046557357) - 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

1986

Legal Domicile

Principal Officer

PERRY BARBER

Phone

9158819764

Tax Period

2024-01-01 to 2024-12-31

THE BODMAN FOUNDATION, founded in 1986, is a small nonprofit that reported $145K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $126K left a modest 13% surplus.

Mission

TO PROVIDE, AS A SUPPORTING ORG UNDER SEC. 509(A)(3), FUNDS TO SUPPORT DESIGNATED CHARITABLE ORGS.

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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 $145,119

Other Revenue $0

TOTAL REVENUE $145,119

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $26,244

TOTAL EXPENSES $126,244

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,119	$209,989	-0.3%
Expenses	$126,244	$129,219	0.0%
Net Income	$18,875	$80,770	-0.8%

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
M DIANE BODMAN	TRUSTEE	1.00	Director	$0	$0	$0
VIRGINIA CRISMAN	TRUSTEE	0.50	Director	$0	$0	$0
CAROLINE BARBER	TRUSTEE	0.50	Director	$0	$0	$0
PERRY OSCAR BARBER III	TRUSTEE	0.50	Director	$0	$0	$0
DAVID GALVIN	TRUSTEE	0.50	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	No data	No data	No data	No data
2024	$145,119	$126,244	$2,176,119	$18,875
2023	$209,989	$129,219	$2,159,028	$80,770
2022	$70,772	$138,934	$2,078,492	$-68,162
2021	$138,864	$97,460	$2,150,029	$41,404
2020	$35,681	$280,843	$2,105,776	$-245,162
2019	$54,449	$135,593	$2,347,608	$-81,144

THE BODMAN FOUNDATION