BWEA Inc

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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

2006

Legal Domicile

Principal Officer

Valeri Carlisle

Phone

6072576700

Tax Period

2020-01-01 to 2020-12-31

BWEA Inc, founded in 2006, is a micro nonprofit that reported $4K in total revenue in fiscal year 2020. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $15K exceeded revenue, resulting in a 283% operating deficit.

Mission

BWEA Inc. is an organization established for the employees of BorgWarner Inc. The purpose of the group is to coordinate employee picnics movies bus trips and other recreational activities. The objective is to organize events and obtain tickets at discounted prices and to pass these savings on to the members of the BWEA organization.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

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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 (2020)

Revenue Breakdown

Contributions & Grants $2,680

Program Service Revenue $0

Investment Income $8

Other Revenue $1,338

TOTAL REVENUE $4,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $15,412

TOTAL EXPENSES $15,412

Year-over-Year Comparison

	2020	2019	Change
Revenue	$4,026	$25,598	-0.8%
Expenses	$15,412	$20,515	-0.2%
Net Income	$-11,386	$5,083	-3.2%

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	Role	Reportable Comp	Other Comp	Total
Valeri Carlisle	President Director	Officer Director	$0	$0	$0
Carly Wade	Vice President Director	Officer Director	$0	$0	$0
Judd Parrott	Director	Officer Director	$0	$0	$0
Rick Uhl	Director	Officer Director	$0	$0	$0
Raylene Munson	Director	Officer Director	$0	$0	$0
Bobbie J Batzer	Director	Officer Director	$0	$0	$0
Tina Pagano	Secretary	Officer	$0	$0	$0
Patricia Wetherell	Treasurer	Officer	$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
2020	$4,026	$15,412	$14,446	$-11,386