BPI Foundation

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

Greg Baer

Phone

2022894322

Tax Period

2023-01-01 to 2023-12-31

BPI Foundation, founded in 2008, is a micro nonprofit in the Education sector that reported $14K in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $63K exceeded revenue, resulting in a 359% operating deficit.

Mission

The BPI Foundation is committed to charitable and education initiatives aimed at improving access to financial services and providing academic scholarship concerning sound financial regulation.

Program Service Accomplishments

Program 1

Expenses: $60,000

Grants: Grants are awarded to organizations that promote financial literacy or advance sound financial regulation and policy.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $13,731

Other Revenue $0

TOTAL REVENUE $13,731

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $2,979

TOTAL EXPENSES $62,979

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,731	$26,222	-0.5%
Expenses	$62,979	$30,547	+1.1%
Net Income	$-49,248	$-4,325	+10.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

$3,046,607

Total Directors

$5,319,929

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Greg Baer	President	1.00	Officer Director	$0	$62,707	$3,046,607
Kate Childress	Director	1.00	Director	$0	$31,179	$1,184,793
William Nelson	Director	1.00	Director	$0	$36,447	$1,088,529

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
2023	$13,731	$62,979	$531,548	$-49,248
2022	$26,222	$30,547	$464,285	$-4,325
2021	$7	$62,608	$714,836	$-62,601
2020	$12,720	$104,524	$715,407	$-91,804
2018	$116,705	$32,656	$566,550	$84,049