Bounty & Soul (EIN 464759362) - 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

2014

Legal Domicile

Principal Officer

Dave Charlton

Phone

8284190533

Tax Period

2023-01-01 to 2023-12-31

Bounty & Soul, founded in 2014, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $4.3M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $3.9M left a modest 10% surplus.

Mission

Together we connect, share, and celebrate nutritious food, education and community.

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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 $3,841,169

Program Service Revenue $472,905

Investment Income $17,150

Other Revenue $17,144

TOTAL REVENUE $4,348,368

Expense Breakdown

Grants Paid $2,533,876

Salaries & Benefits $750,696

Fundraising Expenses $191,050

Program Expenses $3,654,529

Other Expenses $456,994

TOTAL EXPENSES $3,897,718

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,348,368	$3,169,324	+0.4%
Expenses	$3,897,718	$2,917,645	+0.3%
Net Income	$450,650	$251,679	+0.8%

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

756

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

$211,286

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ali Casparian	Founder/Executive Director	40.00	Officer	$100,703	$944	$101,647
Paula Sellers MSW	Associate Director	40.00	Officer	$108,695	$944	$109,639
David Charlton	Chair	5.00	Officer Director	$0	$0	$0
Ellie Stanley	Vice-Chair	3.00	Officer	$0	$0	$0
Rhonda Devan	Treasurer	2.00	Officer Director	$0	$0	$0
Amy Lanou PHD	Secretary	1.00	Officer Director	$0	$0	$0
Esteve Coll-LaRosa	Board Member	1.00	Director	$0	$0	$0
Steven Coward	Board Member	2.00	Director	$0	$0	$0
Dan Davis	Board Member	1.00	Director	$0	$0	$0
Victor Dostrow MD	Board Member	2.00	Director	$0	$0	$0
Tom Tracey	Board Member	1.00	Director	$0	$0	$0
Chris Zajac	Board Member	2.00	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
2024	No data	No data	No data	No data
2023	$4,348,368	$3,897,718	$1,595,566	$450,650
2022	$3,169,324	$2,917,645	$1,163,037	$251,679
2021	$2,538,834	$2,370,892	$759,613	$167,942
2020	$2,853,459	$2,422,135	$582,904	$431,324
2019	$1,870,131	$1,821,649	$142,148	$48,482

Bounty & Soul