BALFOUR BEATTY COMMUNITIES FOUNDATION (EIN 261436372) - 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

2007

Legal Domicile

Principal Officer

MARINA DIKOS

Phone

6103558100

Tax Period

2023-01-01 to 2023-12-31

BALFOUR BEATTY COMMUNITIES FOUNDATION, founded in 2007, is a micro nonprofit in the Public & Societal Benefit sector that reported $61K in total revenue in fiscal year 2023. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $143K exceeded revenue, resulting in a 135% operating deficit.

Mission

THE BALFOUR BEATTY COMMUNITIES FOUNDATION IS A NON-PROFIT ORGANIZATION THAT PRINCIPALLY FOCUSES ON SUPPORTING THE POST-SECONDARY EDUCATIONAL GOALS OF RESIDENTS THAT LIVE IN COMMUNITIES AFFILIATED WITH BALFOUR BEATTY COMMUNITIES, LLC. THE FOUNDATION HAS ALSO COMMITTED TO HONORING MILITARY PERSONNEL - ACTIVE, WOUNDED, AND FALLEN - BY SUPPORTING SIMILAR ORGANIZATIONS THAT ASSIST MILITARY SERVICE MEMBERS AND THEIR FAMILIES.

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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 $203,167

Program Service Revenue $0

Investment Income $-85,872

Other Revenue $-56,623

TOTAL REVENUE $60,672

Expense Breakdown

Grants Paid $108,016

Salaries & Benefits $0

Fundraising Expenses $5,656

Program Expenses $108,016

Other Expenses $34,639

TOTAL EXPENSES $142,655

Year-over-Year Comparison

	2023	2022	Change
Revenue	$60,672	$255,477	-0.8%
Expenses	$142,655	$155,516	-0.1%
Net Income	$-81,983	$99,961	-1.8%

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

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
LINDA BRADLEY	VP & TREASUR	1.30	Officer Director	$0	$0	$0
LESLIE COHN	DIR., VP & S	0.70	Officer Director	$0	$0	$0
GORDON DANIELS	DIRECTOR	0.70	Director	$0	$0	$0
KATHLEEN GRIM	DIR. & VP	0.30	Officer Director	$0	$0	$0
DENISE HUBLEY	DIR. & VP	0.30	Officer Director	$0	$0	$0
G SCOTT RAFSHOON	DIRECTOR	0.30	Director	$0	$0	$0
CHRISTOPHER WILLIAMS	DIR. & PRESI	1.10	Officer Director	$0	$0	$0
SARAH BITTO	VP & ASST. T	0.70	Officer	$0	$0	$0
SALLY CARLIN	ASSISTANT SE	1.50	Officer	$0	$0	$0
MARINA DIKOS	VP	0.70	Officer	$0	$0	$0
TERESA EDELMAN	VP	0.20	Officer	$0	$0	$0
SHARON MARCONE	ASSISTANT SE	N/A	Officer	$0	$0	$0
MAUREEN OMROD	VICE PRESIDE	1.00	Officer	$0	$0	$0
MIKE PRICE	VICE PRESIDE	0.20	Officer	$0	$0	$0
KATIE RICHARDSON	VICE PRESIDE	0.20	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
2024	No data	No data	No data	No data
2023	$60,672	$142,655	$2,526,177	$-81,983
2022	$255,477	$155,516	$2,353,643	$99,961
2021	$420,022	$143,136	$2,668,645	$276,886
2020	$140,305	$176,880	$2,418,887	$-36,575
2019	$421,891	$164,329	$2,246,168	$257,562
2018	$429,600	$195,893	$1,847,148	$233,707

BALFOUR BEATTY COMMUNITIES FOUNDATION