BVM FOUNDATION (EIN 326402148) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

JAMES G KOEHR

Phone

5403798328

Tax Period

2023-01-01 to 2023-12-31

BVM FOUNDATION, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $184K in total revenue in fiscal year 2018. Revenue surged 386% from the prior year, signaling strong growth momentum. Expenses of $489K exceeded revenue, resulting in a 165% operating deficit.

Mission

THE "BVM FOUNDATION" IS DEDICATED TO BUILDING A "CULTURE OF LIFE", AND BELIEVES IN SUPPORTING MISSIONS THAT WORK IN A SUBSTANTIVE AND INTENSELY LOCAL WAY TO BRING THAT ABOUT, ESPECIALLY IN THE AREAS OF PRO-LIFE SERVICES, EDUCATION (FROM EARLY CHILDHOOD THROUGH COLLEGE), AND RELIGIOUS LIFE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $137,240

Program Service Revenue $64,588

Investment Income $11

Other Revenue $0

TOTAL REVENUE $201,839

Expense Breakdown

Grants Paid $62,000

Salaries & Benefits $2,500

Fundraising Expenses $0

Program Expenses $172,632

Other Expenses $117,502

TOTAL EXPENSES $182,002

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,839	$152,134	+0.3%
Expenses	$182,002	$163,074	+0.1%
Net Income	$19,837	$-10,940	-2.8%

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

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

$2,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN P GARVEY	CHAIRMAN	0.50	Officer Director	$0	$0	$0
JAMES G KOEHR	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
PAULA Q O'KEEFE	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL HADRO	DIRECTOR	0.50	Director	$0	$0	$0
KIMBERLY DALRYMPLE	DIRECTOR	0.50	Director	$0	$0	$0
FR ROBERT CILINSKI	DIRECTOR	0.50	Director	$0	$0	$0
JENNY SLADKY	ADMINISTRATI	2.00	Director	$2,500	$0	$2,500

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	$201,839	$182,002	$675,002	$19,837
2022	$152,134	$163,074	$665,997	$-10,940
2021	$161,029	$161,973	$687,181	$-944
2020	$161,573	$166,248	$697,853	$-4,675
2019	$158,447	$164,223	$711,708	$-5,776
2018	$184,354	$488,655	$743,039	$-304,301

BVM FOUNDATION