BGTX Engagement Fund (EIN 475575163) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Phone

5125240332

Tax Period

2024-07-01 to 2025-06-30

BGTX Engagement Fund, founded in 2015, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 16% operating deficit.

Mission

The organization's mission is to register more voters and mobilize those Texans who are already registered but have not yet engaged in the voting process.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,198,134

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,198,134

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,142,467

Fundraising Expenses $50,963

Program Expenses $1,130,776

Other Expenses $244,475

TOTAL EXPENSES $1,386,942

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,198,134	$1,703,994	-0.3%
Expenses	$1,386,942	$1,458,010	0.0%
Net Income	$-188,808	$245,984	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$110,063

Total Directors

$110,063

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terry Bermea	Executive Director	39	Officer Director	$104,250	$5,813	$110,063
Adrienne Donato	Director	1	Director	$0	$0	$0
Jeremy Bird	Director	1	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	$1,198,134	$1,386,942	$82,371	$-188,808
2024	No data	No data	No data	No data
2023	$975,949	$1,599,557	$28,085	$-623,608
2022	$1,587,785	$991,791	$650,367	$595,994
2021	$899,249	$1,072,214	$53,169	$-172,965
2020	$1,094,109	$1,003,550	$223,584	$90,559

BGTX Engagement Fund