BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE (EIN 431747260) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

BRIAN DEVLING

Phone

8164742972

Tax Period

2023-07-01 to 2024-06-30

BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE, founded in 1996, is a small nonprofit in the Human Services sector that reported $453K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $413K left a modest 9% surplus.

Mission

PROVIDING BUDGETING, BILL PAYMENT, AND ADVOCACY AS REPRESENTATIVE PAYEE TO DISABLED, HOMELESS, AND ELDERLY PERSONS IN THE KANSAS CITY METRO AREA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $165,910

Program Service Revenue $285,752

Investment Income $1,546

Other Revenue $141

TOTAL REVENUE $453,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $333,728

Fundraising Expenses $3,746

Program Expenses $327,683

Other Expenses $78,853

TOTAL EXPENSES $412,581

Year-over-Year Comparison

	2023	2022	Change
Revenue	$453,349	$489,388	-0.1%
Expenses	$412,581	$411,264	+0.0%
Net Income	$40,768	$78,124	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$75,928

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER HAM	EXECUTIVE DIRECTOR	037.50	Officer	$70,928	$5,000	$75,928
TERRY GRATZ	PRESIDENT	000.50	Officer Director	$0	$0	$0
BRIAN DEVLING	VICE PRESIDENT	000.50	Officer Director	$0	$0	$0
ANNE MILLER	SECRETARY	000.25	Officer Director	$0	$0	$0
CRAIG KIMBROUGH	TREASURER	000.50	Officer Director	$0	$0	$0
TINA BOUTELLE	DIRECTOR	000.25	Director	$0	$0	$0
KELLIE JEFFRIES	DIRECTOR	000.25	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
2025	No data	No data	No data	No data
2024	$453,349	$412,581	$346,129	$40,768
2023	$489,388	$411,264	$384,234	$78,124
2022	$422,492	$433,931	$225,007	$-11,439
2021	$462,842	$390,676	$246,897	$72,166
2020	$449,897	$426,088	$188,695	$23,809
2019	$427,969	$427,501	$177,000	$468

BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE