Birthday Dreams (EIN 264667553) - 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

2009

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Birthday Dreams, founded in 2009, is a small nonprofit in the Human Services sector that reported $665K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $602K left a modest 9% surplus.

Mission

Birthday Dreams is dedicated to bringing hope, joy and a sense of self-worth to homeless children with the gift of a birthday party.

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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 $585,109

Program Service Revenue $0

Investment Income $441

Other Revenue $79,736

TOTAL REVENUE $665,286

Expense Breakdown

Grants Paid $178,955

Salaries & Benefits $299,887

Fundraising Expenses $18,327

Program Expenses $352,463

Other Expenses $112,336

TOTAL EXPENSES $602,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$665,286	$608,296	+0.1%
Expenses	$602,098	$616,372	0.0%
Net Income	$63,188	$-8,076	-8.8%

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

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

$61,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Spahn	Executive Director	0.00	Officer	$61,250	$0	$61,250
Tiffany Richardson	Director	0.50	Director	$0	$0	$0
RJ Jadhav	Director	0.80	Director	$0	$0	$0
Amy Hartman	Director	1.30	Director	$0	$0	$0
Kristi Auld	Director	0.60	Director	$0	$0	$0
Becki Culbert	Director	1.00	Director	$0	$0	$0
Delani Hansen	Director	1.00	Director	$0	$0	$0
Priya Priyadashini	Director	0.90	Director	$0	$0	$0
Samara Caplan	Director	0.90	Director	$0	$0	$0
Teri Katzer	Secretary	0.60	Officer Director	$0	$0	$0
Maya Kamath	Treasurer	3.00	Officer Director	$0	$0	$0
Christine Zesnick	Vice-Chair	1.00	Officer Director	$0	$0	$0
Janet Barker	Chair	1.50	Officer 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	$665,286	$602,098	$388,566	$63,188
2022	$608,296	$616,372	$325,465	$-8,076
2021	$609,606	$485,374	$333,269	$124,232
2020	$332,362	$414,051	$236,485	$-81,689
2019	$389,487	$386,414	$290,726	$3,073
2018	$384,821	$388,763	$287,667	$-3,942

Birthday Dreams