THE BYRON FOUNDATION INC (EIN 475265010) - 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

Phone

2606373166

Tax Period

2023-01-01 to 2023-12-31

THE BYRON FOUNDATION INC, founded in 2015, is a community nonprofit in the Health Care sector that reported $1.7M in total revenue in fiscal year 2023. The organization ran a surplus of $1.3M, a strong 72% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO RECOVERY HEALTH SERVICES, INC. AND ANY SUBSIDIARY ORGANIZATIONS OF BYRON WELLNESS SYSTEMS, INC. IN SUPPORT OF THEIR MISSIONS.

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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 $0

Program Service Revenue $0

Investment Income $1,730,817

Other Revenue $0

TOTAL REVENUE $1,730,817

Expense Breakdown

Grants Paid $98,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,700

Other Expenses $377,713

TOTAL EXPENSES $476,413

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,730,817	$1,645,593	+0.1%
Expenses	$476,413	$268,207	+0.8%
Net Income	$1,254,404	$1,377,386	-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

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

$260,399

Total Directors

$260,399

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Finance Committee Chair/ Board Member	2.0	Officer Director	$0	$0	$0
N/A	Vice Chair	2.0	Officer Director	$0	$0	$0
N/A	Chief Executive Officer	3.0	Officer Director	$0	$11,463	$260,399
N/A	Secretary/Treasurer	3.0	Officer Director	$0	$0	$0
N/A	Board Member	0.5	Officer Director	$0	$0	$0
N/A	Board Member	0.5	Officer Director	$0	$0	$0
N/A	Board Chair	2.0	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
2024	No data	No data	No data	No data
2023	$1,730,817	$476,413	$41,515,579	$1,254,404
2022	$1,645,593	$268,207	$37,040,021	$1,377,386
2021	$3,147,487	$319,106	$41,170,589	$2,828,381
2020	$1,266,135	$277,075	$36,220,562	$989,060
2019	$1,096,546	$392,017	$36,258,896	$704,529
2018	$1,622,430	$102,566	$24,025,742	$1,519,864

THE BYRON FOUNDATION INC