The Biddy Mason Charitable Foundation (EIN 383957350) - 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

2014

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

The Biddy Mason Charitable Foundation, founded in 2014, is a small nonprofit in the Youth Development sector that reported $468K in total revenue in fiscal year 2023. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $121K, a strong 26% operating margin.

Mission

To provide services and support to foster and transition age youth

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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 $479,774

Program Service Revenue $0

Investment Income $7,268

Other Revenue $-19,321

TOTAL REVENUE $467,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,544

Fundraising Expenses $0

Program Expenses $265,647

Other Expenses $237,412

TOTAL EXPENSES $346,956

Year-over-Year Comparison

	2023	2022	Change
Revenue	$467,721	$243,390	+0.9%
Expenses	$346,956	$342,387	+0.0%
Net Income	$120,765	$-98,997	-2.2%

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

N/A

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

$90,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jackie Broxton	CEO & President	40.00	Officer	$90,000	$0	$90,000
Michael Ellison Lewis	Board Member	2.00	Director	$0	$0	$0
Patricia Wilson	Board Member	2.00	Director	$0	$0	$0
David Welch	Board Member	2.00	Director	$0	$0	$0
Dr Cynthia Hudley	Board Member	2.00	Director	$0	$0	$0
Jefferson Cox	Board Member	2.00	Director	$0	$0	$0
Otho Day	Board Member	2.00	Director	$0	$0	$0
Eber Bayona	Vice President	3.00	Officer	$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
2025	No data	No data	No data	No data
2024	$467,721	$346,956	$597,482	$120,765
2023	$243,390	$342,387	$481,176	$-98,997
2022	$727,958	$245,829	$580,935	$482,129
2021	$261,383	$213,501	$120,478	$47,882
2020	$91,447	$47,240	$45,649	$44,207

The Biddy Mason Charitable Foundation