BESTWICK FOUNDATION (EIN 452835596) - 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

2011

Legal Domicile

Principal Officer

STEVE GREER

Phone

8143605340

Tax Period

2018-01-01 to 2018-12-31

BESTWICK FOUNDATION, founded in 2011, is a micro nonprofit that reported $34K in total revenue in fiscal year 2018. Revenue fell 42% from the prior year — a significant decline worth monitoring.

Mission

MONEY RAISED THROUGH YEARLY EVENTS AND FUNDRAISERS IS DISTRIBUTED TO LOCAL FAMILIES AND INDIVIDUALS WHO ARE STRUGGLING TO FIGHT CANCER AND OTHER HARDSHIPS, AS WELL AS TO OTHER ORGANIZATIONS AND PARTNERS IN THE CENTRE REGION AND AREAS OF CENTRAL PA.

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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 (2018)

Revenue Breakdown

Contributions & Grants $65,857

Program Service Revenue $0

Investment Income $4

Other Revenue $-32,200

TOTAL REVENUE $33,661

Expense Breakdown

Grants Paid $15,184

Salaries & Benefits $0

Fundraising Expenses $4,950

Program Expenses $18,164

Other Expenses $17,925

TOTAL EXPENSES $33,109

Year-over-Year Comparison

	2018	2017	Change
Revenue	$33,661	$57,833	-0.4%
Expenses	$33,109	$76,717	-0.6%
Net Income	$552	$-18,884	-1.0%

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
JAMES BESTWICK	PRESIDENT	5.00	Officer Director	$0	$0	$0
DAN RALLIS	TREASURER	5.00	Officer Director	$0	$0	$0
STEVE GREER	SECRETARY	5.00	Officer Director	$0	$0	$0
DON LEITZELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
ABE HARPSTER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT YOCUM	DIRECTOR	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
2018	$33,661	$33,109	$13,513	$552

BESTWICK FOUNDATION