BONE HEALTH AND OSTEOPOROSIS FOUNDATION (EIN 363350532) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

CLAIRE GILL

Phone

7036473000

Tax Period

2024-01-01 to 2024-12-31

NATIONAL OSTEOPOROSIS FOUNDATION, founded in 1984, is a community nonprofit in the Diseases & Disorders sector that reported $4.5M in total revenue in fiscal year 2018. Expenses of $4.1M left a modest 9% surplus.

Mission

THE BONE HEALTH & OSTEOPOROSIS FOUNDATION (BHOF) IS THE LEADING HEALTH ORGANIZATION DEDICATED TO PREVENTING OSTEOPOROSIS AND BROKEN BONES, PROMOTING STRONG BONES FOR LIFE, AND REDUCING HUMAN SUFFERING THROUGH PROGRAMS OF PUBLIC AND CLINICIAN AWARENESS, EDUCATION, ADVOCACY, AND RESEARCH. ESTABLISHED IN 1984, BHOF IS THE NATION'S LARGEST HEALTH ORGANIZATION SOLELY DEDICATED TO OSTEOPOROSIS AND BONE HEALTH. OSTEOPOROSIS IS A MAJOR PUBLIC HEALTH THREAT FOR AN ESTIMATED 54 MILLION AMERICANS. STUDIES SHOW THAT ONE IN TWO WOMEN AND UP TO ONE IN FOUR MEN OVER AGE 50 WILL BREAK A BONE DUE TO OSTEOPOROSIS IN THEIR LIFETIME. BHOF WORKS TO IMPROVE PATIENT CARE AND SUPPORT FOR THOSE WHO HAVE BROKEN BONES DUE TO OSTEOPOROSIS AND TO EDUCATE THE PUBLIC TO PREVENT OSTEOPOROSIS AND BROKEN BONES AND PROMOTE STRONG BONES FOR LIFE. TO ACCOMPLISH ITS MISSION, BHOF ACCEPTS SUPPORT FROM A WIDE BREADTH OF DIVERSIFIED SOURCES, INCLUDING INDIVIDUALS, FOUNDATIONS, GOVERNMENT SOURCES, AND CORPORATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,581,911

Program Service Revenue $193,712

Investment Income $414,232

Other Revenue $415,523

TOTAL REVENUE $4,605,378

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $1,394,014

Fundraising Expenses $842,652

Program Expenses $2,975,333

Other Expenses $2,718,622

TOTAL EXPENSES $4,127,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,605,378	$2,807,901	+0.6%
Expenses	$4,127,636	$3,455,928	+0.2%
Net Income	$477,742	$-648,027	-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

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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

150

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

$340,050

Total Directors

Key Employees

$241,431

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN SHOEMAKER	CHAIRMAN	5.00	Officer Director	$0	$0	$0
THOMAS F KOINIS	PRESIDENT	5.00	Officer Director	$0	$0	$0
CHARLES B LAWRENCE JR	TREASURER	5.00	Officer Director	$0	$0	$0
SALLY FULLMAN	TRUSTEE	5.00	Director	$0	$0	$0
KAREN KEMMIS	TRUSTEE	5.00	Director	$0	$0	$0
FREDERICK R SINGER	TRUSTEE	5.00	Director	$0	$0	$0
LAILA TABATABAI	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANN VU	SECRETARY	5.00	Officer Director	$0	$0	$0
JOSHUA WING	TRUSTEE	5.00	Director	$0	$0	$0
NICOLE WRIGHT	TRUSTEE	5.00	Director	$0	$0	$0
JENNY RAPPOLE	TRUSTEE	5.00	Director	$0	$0	$0
ROBERT F GAGEL	TRUSTEE	5.00	Director	$0	$0	$0
IRENE B BUENO	TRUSTEE	5.00	Director	$0	$0	$0
CLAIRE GILL	CHIEF EXECUTIVE OFFICER	37.50	Officer	$325,000	$15,050	$340,050
DEBRA ERIKSON	CAO	37.50	Key Emp	$189,112	$52,319	$241,431
AMI PATEL	VICE PRESIDENT SCIENCE AND EDUCATION	37.50	Highest	$131,576	$29,030	$160,606
LINDSEY WEST	CHIEF PROGRAM OFFICER THRU 11/2024	37.50	Highest	$206,455	$25,396	$231,851
NAN YOUNG	DIRECTOR OF DEVELOPMENT	37.50	Highest	$123,900	$47,124	$171,024

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	$4,605,378	$4,127,636	$6,983,049	$477,742
2023	$2,807,901	$3,455,928	$6,245,306	$-648,027
2022	$3,615,984	$3,635,249	$7,143,733	$-19,265
2021	$4,451,574	$3,584,545	$8,108,231	$867,029
2020	$3,348,606	$2,999,038	$6,751,089	$349,568
2019	$3,670,324	$4,473,968	$6,556,716	$-803,644
2018	$4,546,693	$4,149,401	$6,956,355	$397,292

BONE HEALTH AND OSTEOPOROSIS FOUNDATION