BALAJI MATHA (EIN 202575264) - 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

2005

Legal Domicile

Principal Officer

NARAYANANDA SWAMI

Phone

4082031036

Tax Period

2023-01-01 to 2023-12-31

BALAJI MATHA, founded in 2005, is a small nonprofit in the Religion sector that reported $512K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $447K, a strong 87% operating margin.

Mission

RELIGIOUS SERVICES

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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 $484,493

Program Service Revenue $0

Investment Income $27,696

Other Revenue $0

TOTAL REVENUE $512,189

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,342

Program Expenses $53,472

Other Expenses $64,774

TOTAL EXPENSES $64,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$512,189	$407,215	+0.3%
Expenses	$64,774	$120,500	-0.5%
Net Income	$447,415	$286,715	+0.6%

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
NARAYANANDA SWAMI	PRESIDENT	40.00	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	No data	No data	No data	No data
2023	$512,189	$64,774	$4,436,291	$447,415
2022	$407,215	$120,500	$3,988,876	$286,715
2021	$405,973	$58,892	$3,702,161	$347,081
2020	$290,654	$66,852	$3,381,427	$223,802
2019	$360,733	$83,001	$3,163,813	$277,732
2018	$319,740	$227,712	$3,016,000	$92,028

BALAJI MATHA