Bear Necessities Pediatric Cancer Foundation (EIN 363874655) - 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

1993

Legal Domicile

Principal Officer

Alicia Vega

Phone

3122141200

Tax Period

2024-07-01 to 2025-06-30

Bear Necessities Pediatric Cancer Foundation, founded in 1993, is a community nonprofit in the Medical Research sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

Our mission is to provide unparalleled hope and support to those touched by pediatric cancer. Our vision is a world without these devastating diseases.

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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 $1,297,152

Program Service Revenue $0

Investment Income $52,447

Other Revenue $135,380

TOTAL REVENUE $1,484,979

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $617,410

Fundraising Expenses $253,551

Program Expenses $1,080,718

Other Expenses $879,996

TOTAL EXPENSES $1,512,406

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,484,979	$1,297,950	+0.1%
Expenses	$1,512,406	$1,459,087	+0.0%
Net Income	$-27,427	$-161,137	-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

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

$487,500

Total Directors

$147,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN CASEY	PRESIDENT AND FOUNDER	40.00	Officer Director	$147,500	$0	$147,500
CLAIRE JOLCOVER	CO-CHAIR	1.00	Officer Director	$0	$0	$0
JOY LARISEY	CO-CHAIR	1.00	Officer Director	$0	$0	$0
JAMES HERBISON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BARBARA HARTMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
PAULA HAMRIC	TREASURER	1.00	Officer Director	$0	$0	$0
AJANI NIMMAGADDA	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA CAPUTO	DIRECTOR	1.00	Director	$0	$0	$0
BRIANNA ELSASS	TREASURER (Current)	1.00	Officer Director	$0	$0	$0
CHERYL GRACE	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY MOORE	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG SHIRLEY	DIRECTOR	1.00	Director	$0	$0	$0
DELNAZ VAZIFDAR	DIRECTOR	1.00	Director	$0	$0	$0
JEFF CONRAD	DIRECTOR	1.00	Director	$0	$0	$0
JON JELINEK	DIRECTOR	1.00	Director	$0	$0	$0
KENRA CASTELLONI	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA MIKULEC	DIRECTOR	1.00	Director	$0	$0	$0
ROB PELLICANO	DIRECTOR	1.00	Director	$0	$0	$0
STEPH SORENSEN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HITCH-ZINT	DIRECTOR	1.00	Director	$0	$0	$0
KATE TILLOTSON	CEO	45.00	Officer	$140,000	$0	$140,000
Michelle Hanfling	VP of Programs & Operations	40.00	Officer	$100,000	$0	$100,000
COURTNEY KRUPA	VICE PRESIDENT	40.00	Officer	$100,000	$0	$100,000

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
2025	$1,484,979	$1,512,406	$2,378,698	$-27,427
2024	$1,297,950	$1,459,087	$2,401,640	$-161,137
2023	$1,735,462	$1,413,781	$2,550,663	$321,681
2022	$1,700,490	$1,491,073	$2,315,118	$209,417
2021	$1,301,560	$1,134,321	$2,288,465	$167,239
2020	$1,470,033	$1,717,512	$2,123,822	$-247,479
2019	$1,958,290	$1,815,174	$2,310,866	$143,116

Bear Necessities Pediatric Cancer Foundation