BR & A CHARITABLE FOUNDATION INC (EIN 461589993) - 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

2013

Legal Domicile

Principal Officer

ALLAN AMES

Phone

6172540016

Tax Period

2023-01-01 to 2023-12-31

BR & A CHARITABLE FOUNDATION INC, founded in 2013, is a small nonprofit in the Human Services sector that reported $159K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 16% operating margin.

Mission

THE BR+A CHARITABLE FOUNDATION WAS ORGANIZED TO INSPIRE THE EMPLOYEES AND BUSINESS PARTNERS OF BR+A LLC TO GIVE BACK TO THE COMMUNITY AND OTHER TAX-EXEMPT ORGANIZATIONS. IN 2023 THE BR+A CHARITABLE FOUNDATION FACILITATED THE DONATION OF $132,000 TO MULTIPLE CHARITABLE ORGANIZATIONS. THE BR+A CHARITABLE FOUNDATION IS WHOLLY INDEPENDENT OF BR+A LLC AND IS RUN ENTIRELY BY THE VOLUNTEER EFFORTS OF THE FOUNDATION OFFICERS WHO SUPPORT THE FOUNDATION'S MISSION.

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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 $120,841

Program Service Revenue $0

Investment Income $0

Other Revenue $37,734

TOTAL REVENUE $158,575

Expense Breakdown

Grants Paid $132,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,429

Other Expenses $429

TOTAL EXPENSES $132,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$158,575	$120,973	+0.3%
Expenses	$132,429	$99,536	+0.3%
Net Income	$26,146	$21,437	+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

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLAN AMES	PRESIDENT	1.00	Director	$0	$0	$0
JAMES FLEURIEL	TREASURER	1.00	Officer	$0	$0	$0
JONATHAN CHAN	CLERK	1.00	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
2024	No data	No data	No data	No data
2023	$158,575	$132,429	$89,561	$26,146
2022	$120,973	$99,536	$63,415	$21,437

BR & A CHARITABLE FOUNDATION INC