BBH EMPLOYEE RELIEF FUND

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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

2012

Legal Domicile

Principal Officer

KATHRYN C GEORGE

Phone

2124831818

Tax Period

2023-01-01 to 2023-12-31

BBH EMPLOYEE RELIEF FUND, founded in 2012, is a micro nonprofit in the Human Services sector that reported $20K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $106K exceeded revenue, resulting in a 433% operating deficit.

Mission

THE MISSION OF THE BBH EMPLOYEE RELIEF FUND IS TO ASSIST ELIGIBLE BBH EMPLOYEES AND THEIR IMMEDIATE FAMILY MEMBERS WITH FINANCIAL ASSISTANCE TO HELP WITH EMERGENCY AND BASIC LIVING EXPENSES IN TIME OF NEED DUE TO A CATASTROPHIC EVENT.

Program Service Accomplishments

Program 1

Expenses: $86,000

THE FUND PROVIDED FINANCIAL RELIEF FOR 7 EMPLOYEES AND THEIR FAMILIES.

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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 $19,809

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $19,809

Expense Breakdown

Grants Paid $86,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,000

Other Expenses $19,532

TOTAL EXPENSES $105,532

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,809	$31,380	-0.4%
Expenses	$105,532	$144,801	-0.3%
Net Income	$-85,723	$-113,421	-0.2%

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

N/A

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
KATHRYN C GEORGE	DIRECTOR, CHAIR OF THE BOA	0.01	Officer Director	$0	$0	$0
KEVIN W STONE	DIRECTOR	0.01	Director	$0	$0	$0
MAROA C VELEZ	DIRECTOR	0.01	Director	$0	$0	$0
JACOB CHACKO	VICE PRESIDENT	0.08	Officer	$0	$0	$0
RICHARD HAM	TREASURER	0.06	Officer	$0	$0	$0
MARLA BARR	PRESIDENT	0.12	Officer	$0	$0	$0
ELIZABETH RAND	SECRETARY	0.04	Officer	$0	$0	$0
HANI SROUJI	ASSISTANT TREASURER	0.01	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
2023	$19,809	$105,532	$646,277	$-85,723
2022	$31,380	$144,801	$731,975	$-113,421
2021	$29,666	$66,971	$845,431	$-37,305
2020	$898,281	$146,032	$894,701	$752,249
2019	$93,288	$162,425	$130,452	$-69,137
2018	$8,327	$91,266	$199,827	$-82,939