BFW INSTITUTE FOR EDUCATION AND RESEARCH (EIN 411887801) - 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

1997

Legal Domicile

Principal Officer

PATRICK KEEFE

Phone

9527463174

Tax Period

2019-06-01 to 2020-05-31

BFW INSTITUTE FOR EDUCATION AND RESEARCH, founded in 1997, is a small nonprofit that reported $569K in total revenue in fiscal year 2019. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $496K left a modest 13% surplus.

Mission

TO PROVIDE MEDICAL GRANTS FOR EFFECTIVE TREATMENT TO HELP RELIEVE CHRONIC PAIN FOR MILITARY VETERANS. OUR GOAL IS TO HELP VETERANS RETURN TO THIER DAILY LIVES AS QUICKLY AND AS HEALTHY AS POSSIBLE USING THE LATEST INNOVATIVE TECHNOLOGIES, PROTOCOLS AND BEST PRACTICES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $507,652

Program Service Revenue $0

Investment Income $2

Other Revenue $61,024

TOTAL REVENUE $568,678

Expense Breakdown

Grants Paid $429,226

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $430,416

Other Expenses $66,442

TOTAL EXPENSES $495,668

Year-over-Year Comparison

	2019	2018	Change
Revenue	$568,678	$362,542	+0.6%
Expenses	$495,668	$919,057	-0.5%
Net Income	$73,010	$-556,515	-1.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG HUSEBY	PRESIDENT	16.00	Officer Director	$0	$0	$0
PATRICK KEEFE	CFO	1.00	Officer Director	$0	$0	$0
CHRISTOPHER BARBER	BOARD MBR/ MARKETING COORD	16.00	Officer Director	$0	$0	$0
BRIAN FRANZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN LOVEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELDON OSVALD	BOARD MEMBER	1.00	Director	$0	$0	$0
ROGER MCCABE	BOARD MEMBER (PARTIAL YEAR)	1.00	Director	$0	$0	$0
NANCY MCCABE	BOARD MEMBER (PARTIAL YEAR)	1.00	Director	$0	$0	$0
TIM BURLEY	BOARD MEMBER (PARTIAL YEAR)	1.00	Director	$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
2020	$568,678	$495,668	$67,946	$73,010
2019	$362,542	$919,057	$41,796	$-556,515

BFW INSTITUTE FOR EDUCATION AND RESEARCH