BAY VETERANS FOUNDATION (EIN 474708019) - 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

2015

Legal Domicile

Principal Officer

KEITH MARKSTROM

Phone

9899481225

Tax Period

2024-01-01 to 2024-12-31

BAY VETERANS FOUNDATION, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $393K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 38% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT AND IN-KIND ASSISTANCE TO UNITED STATES ARMED FORCES VETERANS AND MILITARY SERVICE ORGANIZATIONS

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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 (2024)

Revenue Breakdown

Contributions & Grants $392,999

Program Service Revenue $0

Investment Income $186

Other Revenue $0

TOTAL REVENUE $393,185

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $40,749

Program Expenses $164,912

Other Expenses $241,876

TOTAL EXPENSES $241,876

Year-over-Year Comparison

	2024	2023	Change
Revenue	$393,185	$282,350	+0.4%
Expenses	$241,876	$147,637	+0.6%
Net Income	$151,309	$134,713	+0.1%

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
MELISSA ALEX	DIRECTOR	N/A	Officer Director	$0	$0	$0
VAUGHN BEGICK	DIRECTOR	N/A	Director	$0	$0	$0
JOHN DEWYSE	DIRECTOR	N/A	Officer Director	$0	$0	$0
RANDALL HAYWARD	DIRECTOR	N/A	Officer Director	$0	$0	$0
BILL HERRERA	DIRECTOR	N/A	Officer Director	$0	$0	$0
FRANK HOESE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MIKE JAMROG	TREASURER	N/A	Officer Director	$0	$0	$0
KEITH MARKSTROM	PRESIDENT	N/A	Officer Director	$0	$0	$0
JIM REHA	DIRECTOR	N/A	Officer Director	$0	$0	$0
MICHELE ZURVALEC	SECRETARY	N/A	Officer 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
2025	No data	No data	No data	No data
2024	$393,185	$241,876	$1,494,098	$151,309
2023	$282,350	$147,637	$1,343,020	$134,713
2022	$684,092	$115,151	$1,209,248	$568,941
2021	$307,114	$60,777	$638,598	$246,337
2020	$189,821	$58,099	$392,183	$131,722
2019	$135,949	$132,973	$260,845	$2,976
2018	$259,578	$62,876	$257,477	$196,702

BAY VETERANS FOUNDATION