BOWEN FAMILY FOUNDATION (EIN 462429962) - 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

JILL GOSS

Phone

2548557676

Tax Period

2023-11-01 to 2024-10-31

BOWEN FAMILY FOUNDATION, founded in 2013, is a small nonprofit in the Unknown sector that reported $149K in total revenue in fiscal year 2023. Revenue fell 65% from the prior year — a significant decline worth monitoring. Expenses of $390K exceeded revenue, resulting in a 162% operating deficit.

Mission

SPONSOR FUNDRAISING EVENTS FOR THE BENEFIT OF LOCAL CHARITIES.

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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 $886,464

Program Service Revenue $0

Investment Income $6,353

Other Revenue $-744,207

TOTAL REVENUE $148,610

Expense Breakdown

Grants Paid $273,690

Salaries & Benefits $74,009

Fundraising Expenses $0

Program Expenses $273,690

Other Expenses $41,873

TOTAL EXPENSES $389,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$148,610	$425,542	-0.7%
Expenses	$389,572	$487,226	-0.2%
Net Income	$-240,962	$-61,684	+2.9%

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

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

$77,083

Total Directors

$27,083

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WADE BOWEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JILL GOSS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GLENDA BOWEN	DIRECTOR	2.00	Director	$0	$0	$0
JIM BOWEN	DIRECTOR	2.00	Director	$0	$0	$0
KIM GOOCH	DIRECTOR	2.00	Director	$0	$0	$0
TORI WALLER	DIRECTOR	2.00	Director	$0	$0	$0
JORDIN WESTBROOK	DIRECTOR	5.00	Officer Director	$27,083	$0	$27,083
KELSEY JOHNSON	DIRECTOR	40.00	Officer	$50,000	$0	$50,000

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	$148,610	$389,572	$524,180	$-240,962
2023	$425,542	$487,226	$764,174	$-61,684
2022	$667,892	$139,075	$825,729	$528,817
2021	$365,932	$179,742	$297,431	$186,190
2020	$91,078	$181,836	$110,664	$-90,758
2018	$118,514	$148,929	$126,952	$-30,415
2017	$155,848	$79,911	$157,367	$75,937

BOWEN FAMILY FOUNDATION