BABY BUNDLES (EIN 273384164) - 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

2010

Legal Domicile

Principal Officer

JANE FREEMAN

Phone

7049231415

Tax Period

2024-01-01 to 2024-12-31

BABY BUNDLES, founded in 2010, is a community nonprofit in the Human Services sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $831K, a strong 37% operating margin.

Mission

OUR MISSION IS TO PROVIDE A BUNDLE OF CLOTHING AND ESSENTIAL BABY ITEMS TO FAMILIES LIVING IN FINANCIAL NEED IN THE CHARLOTTE AREA, HELPING TO FOSTER A MORE POSITIVE START FOR THEIR NEWBORN BABY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,504,808

Program Service Revenue $753,302

Investment Income $7,041

Other Revenue $-13,761

TOTAL REVENUE $2,251,390

Expense Breakdown

Grants Paid $0

Salaries & Benefits $217,167

Fundraising Expenses $67,620

Program Expenses $1,231,397

Other Expenses $1,202,960

TOTAL EXPENSES $1,420,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,251,390	$1,644,516	+0.4%
Expenses	$1,420,127	$1,191,776	+0.2%
Net Income	$831,263	$452,740	+0.8%

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

2500

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

$138,604

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE FREEMAN	EXECUTIVE DIRECTOR	40	Officer	$90,833	$0	$90,833
PAULA FOUST	EXECUTIVE DIRECTOR UNTIL 05/31/2024	40	Officer	$47,771	$0	$47,771
KEVIN BALLANTINE	CHAIR	4	Officer Director	$0	$0	$0
ROBERT GRANT	BOARD MEMBER	4	Director	$0	$0	$0
GEORGE WEBB	TREASURER	4	Officer Director	$0	$0	$0
CHRISTEN GREER	SECRETARY	2	Officer Director	$0	$0	$0
NEPHERTERRA BEST	BOARD MEMBER	2	Director	$0	$0	$0
GIANNA FIGARO-STERLING	BOARD MEMBER	2	Director	$0	$0	$0
EMILY HARRY	BOARD MEMBER	2	Director	$0	$0	$0
GREG HATCHER	BOARD MEMBER	2	Director	$0	$0	$0
ALLISON LATOS	BOARD MEMBER	2	Director	$0	$0	$0
HEATHER LEAVITT	BOARD MEMBER	2	Director	$0	$0	$0
CAT LONG	BOARD MEMBER	2	Director	$0	$0	$0
DIEP NGUYEN	BOARD MEMBER	2	Director	$0	$0	$0
CHAD REEVES	BOARD MEMBER	2	Director	$0	$0	$0
STEPHANIE SCHWAB	BOARD MEMBER	2	Director	$0	$0	$0
STEVEN SAWYER	BOARD MEMBER	2	Director	$0	$0	$0
SARA POPLIN	BOARD MEMBER	2	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	$2,251,390	$1,420,127	$1,683,789	$831,263
2023	$1,644,516	$1,191,776	$850,059	$452,740
2022	$1,573,809	$1,130,024	$941,816	$443,785
2021	$444,499	$404,578	$498,031	$39,921
2020	$582,500	$562,326	$458,110	$20,174

BABY BUNDLES