Bedford Joint Municipal Authority (EIN 270375602) - 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

1988

Legal Domicile

Principal Officer

Brad M Koontz

Phone

8146238192

Tax Period

2023-01-01 to 2023-12-31

Bedford Joint Municipal Authority, founded in 1988, is a small nonprofit in the Community Improvement sector that reported $608K in total revenue in fiscal year 2023. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 99% operating deficit.

Mission

Provide recreational opportunities in Bedford Boro and Bedford Twp, Bedford Co, PA

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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 $603,802

Program Service Revenue $0

Investment Income $4,270

Other Revenue $0

TOTAL REVENUE $608,072

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,209,758

Other Expenses $1,212,050

TOTAL EXPENSES $1,212,050

Year-over-Year Comparison

	2023	2022	Change
Revenue	$608,072	$1,858,179	-0.7%
Expenses	$1,212,050	$1,207,475	+0.0%
Net Income	$-603,978	$650,704	-1.9%

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
Brian Sell	President	2.00	Officer Director	$0	$0	$0
Sean Bardell	VP	2.00	Officer Director	$0	$0	$0
Cary Nycum-Foor	Secretary	2.00	Officer Director	$0	$0	$0
Brad Koontz	Treasurer	2.00	Officer Director	$0	$0	$0
Mary Jo Casalena	Asst Secretary/Treasurer	2.00	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
2023	$608,072	$1,212,050	$90,399	$-603,978
2022	$1,858,179	$1,207,475	$694,376	$650,704

Bedford Joint Municipal Authority