BAKERY EQUIPMENT MANUFACTURERS & ALLIEDS D/B/A BEMA (EIN 136165685) - 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

1918

Legal Domicile

Principal Officer

KERWIN BROWN

Phone

9133381300

Tax Period

2023-01-01 to 2023-12-31

BAKERY EQUIPMENT MANUFACTURERS & ALLIEDS D/B/A BEMA, founded in 1918, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 124% operating deficit.

Mission

TO KEEP MEMBERS EDUCATED AND INFORMED AS TO DEVELOPMENTS IN THE BAKING INDUSTRY.

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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 $0

Program Service Revenue $908,398

Investment Income $157,429

Other Revenue $1,802

TOTAL REVENUE $1,067,629

Expense Breakdown

Grants Paid $18,011

Salaries & Benefits $920,231

Fundraising Expenses $0

Other Expenses $1,452,582

TOTAL EXPENSES $2,390,824

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,067,629	$4,227,412	-0.7%
Expenses	$2,390,824	$2,405,783	0.0%
Net Income	$-1,323,195	$1,821,629	-1.7%

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

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

$312,619

Total Directors

Key Employees

$204,572

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANIE SPENCER	DIRECTOR	1.00	Director	$0	$0	$0
TIM COOK	IMMEDIATE PAST CHAIRMAN	2.00	Director	$0	$0	$0
JIM WARREN	CHAIRMAN	2.00	Director	$0	$0	$0
WENDI EBBING	DIRECTOR	2.00	Director	$0	$0	$0
CLAY MILLER	2ND VICE CHAIRMAN	2.00	Director	$0	$0	$0
MIKE LAVALLE	DIRECTOR	1.00	Director	$0	$0	$0
JAY HARDY	3RD VICE CHAIRMAN	2.00	Director	$0	$0	$0
AUDREY ST ONGE	DIRECTOR	1.00	Director	$0	$0	$0
TODD OELSCHLAGER	DIRECTOR	1.00	Director	$0	$0	$0
MARK PODL	DIRECTOR	1.00	Director	$0	$0	$0
ERIC RIGGLE	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG SOUSER	DIRECTOR	1.00	Director	$0	$0	$0
JASON WARD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LATTAN	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
KERWIN BROWN	PRESIDENT AND CEO	45.00	Officer	$282,598	$30,021	$312,619
EMILY BOWERS	VICE PRESIDENT EDUCATION &	45.00	Key Emp	$180,071	$24,501	$204,572

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	No data	No data	No data	No data
2023	$1,067,629	$2,390,824	$5,992,742	$-1,323,195
2022	$4,227,412	$2,405,783	$7,105,337	$1,821,629
2021	$490,066	$1,969,968	$5,946,214	$-1,479,902
2020	$260,232	$1,400,125	$6,707,791	$-1,139,893
2019	$3,636,100	$1,975,655	$7,115,534	$1,660,445
2018	$467,932	$1,981,895	$4,380,541	$-1,513,963

BAKERY EQUIPMENT MANUFACTURERS & ALLIEDS D/B/A BEMA