BUILDERS EXCHANGE FOUNDATION (EIN 311662183) - 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

1999

Legal Domicile

Principal Officer

MARY TEBEAU

Phone

6144869521

Tax Period

2023-01-01 to 2023-12-31

BUILDERS EXCHANGE FOUNDATION, founded in 1999, is a small nonprofit that reported $490K in total revenue in fiscal year 2023. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 21% operating margin.

Mission

THE BUILDERS EXCHANGE FOUNDATION WAS ESTABLISHED IN 1999 AS A PHILANTHROPIC ARM OF THE BUILDERS EXCHANGE OF CENTRAL OHIO. THE MISSION OF THE FOUNDATION IS TO ADVANCE AND SUPPORT THE COMMERCIAL CONSTRUCTION INDUSTRY'S EDUCATION AND RESEARCH ACTIVITIES FOR THE BENEFIT OF EMPLOYERS, EMPLOYEES, CONSUMERS, AND THE COMMUNITY IMPACTED BY THE COMMERCIAL CONSTRUCTION INDUSTRY IN CENTRAL OHIO. THE FOUNDATION IS PRIMARILY DEPENDENT ON THE SUPPORT OF THOSE CLOSELY AFFILIATED WITH THE LOCAL COMMERCIAL CONSTRUCTION INDUSTRY.

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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 $149,428

Program Service Revenue $0

Investment Income $340,832

Other Revenue $0

TOTAL REVENUE $490,260

Expense Breakdown

Grants Paid $182,000

Salaries & Benefits $0

Fundraising Expenses $5,000

Program Expenses $309,830

Other Expenses $204,927

TOTAL EXPENSES $386,927

Year-over-Year Comparison

	2023	2022	Change
Revenue	$490,260	$257,528	+0.9%
Expenses	$386,927	$396,896	0.0%
Net Income	$103,333	$-139,368	-1.7%

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

300

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

$398,683

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSH CORNA	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEROME BUCKNER	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN DEW	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN GEERS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES LOEB	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTIAN ROBERTSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GREG SCHMITT	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC BULL	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
DENISE DOCZY-DELONG	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY TEBEAU	EXECUTIVE DIRECTOR	5.00	Officer	$0	$20,466	$254,742
KURT MOSHER	DIRECTOR OF FINANCE	5.00	Officer	$0	$14,704	$143,941

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	$490,260	$386,927	$6,105,025	$103,333
2022	$257,528	$396,896	$5,256,456	$-139,368
2021	$593,428	$309,221	$6,553,849	$284,207
2020	$390,301	$245,938	$5,644,033	$144,363
2019	$271,471	$305,919	$5,088,488	$-34,448
2018	$484,310	$308,426	$4,366,758	$175,884

BUILDERS EXCHANGE FOUNDATION