BUILDING OWNERS AND MANAGERS INSTITUTE (EIN 237070298) - 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

1970

Legal Domicile

Principal Officer

HENRY CHAMBERLAIN

Phone

4109741410

Tax Period

2023-07-01 to 2023-12-31

BUILDING OWNERS AND MANAGERS INSTITUTE, founded in 1970, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $2.7M exceeded revenue, resulting in a 74% operating deficit.

Mission

SEE PART III, LINE 1.

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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 $1,526,725

Investment Income $-10,591

Other Revenue $15,512

TOTAL REVENUE $1,531,646

Expense Breakdown

Grants Paid $952,632

Salaries & Benefits $645,370

Fundraising Expenses $0

Program Expenses $2,129,865

Other Expenses $1,062,267

TOTAL EXPENSES $2,660,269

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,531,646	$3,273,887	-0.5%
Expenses	$2,660,269	$3,084,763	-0.1%
Net Income	$-1,128,623	$189,124	-7.0%

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

$620,158

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY O'DONALD	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ANDREW TAYLOR	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAVE POGUE	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
FINLAND ALEJO	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK FREEMAN	TRUSTEE	1.00	Director	$0	$0	$0
PATTI ANN GANNON	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN HAMMER	TRUSTEE	1.00	Director	$0	$0	$0
ALEX HANSON	TRUSTEE	1.00	Director	$0	$0	$0
ADRIAN HESTER	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN JONES	TRUSTEE	1.00	Director	$0	$0	$0
EILEEN LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
JOHNNY ONKST	TRUSTEE	1.00	Director	$0	$0	$0
LORI RAPHAEL	TRUSTEE	1.00	Director	$0	$0	$0
ANGELA K SAUNDERS	TRUSTEE	1.00	Director	$0	$0	$0
GARY SCHLOTZHAUER	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA H SIEGAL	TRUSTEE	1.00	Director	$0	$0	$0
NICHOLAS S STOLATIS	TRUSTEE	1.00	Director	$0	$0	$0
HENRY H CHAMBERLAIN-SEE SCH O	PRESIDENT & CEO (FROM 4/1/2023)	4.00	Officer	$0	$0	$620,158
CATHERINE A CALLIOTTE	VP, SALES AND MARKETING	40.00	Highest	$128,908	$19,257	$148,165
KRISTEN L MCMULLEN	VP, OPERATIONS	40.00	Highest	$111,563	$27,657	$139,220
ANDREA S YEPSEN	VP, EDUCATION	40.00	Highest	$118,588	$12,084	$130,672

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	$3,273,887	$3,084,763	$4,468,227	$189,124
2023	$1,531,646	$2,660,269	$3,210,064	$-1,128,623
2022	$3,769,079	$3,172,994	$3,199,571	$596,085
2021	$4,040,858	$3,282,999	$3,613,047	$757,859
2020	$3,669,593	$4,100,501	$2,813,652	$-430,908
2019	$4,119,515	$4,102,171	$2,724,707	$17,344

BUILDING OWNERS AND MANAGERS INSTITUTE