BBB WISE GIVING ALLIANCE (EIN 521070270) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

HERMAN ART TAYLOR

Phone

7032479321

Tax Period

2023-01-01 to 2023-12-31

BBB WISE GIVING ALLIANCE, founded in 1975, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2018. Expenses of $2.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

STRENGTHEN PUBLIC CONFIDENCE IN CHARITIES BY PROMOTING WISE GIVING & TRUSTWORTHY CHARITY PRACTICES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $162,135

Program Service Revenue $2,048,088

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,210,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,821,467

Fundraising Expenses $56,904

Program Expenses $2,230,641

Other Expenses $750,439

TOTAL EXPENSES $2,571,906

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,210,223	$2,209,887	+0.0%
Expenses	$2,571,906	$2,391,273	+0.1%
Net Income	$-361,683	$-181,386	+1.0%

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

$517,092

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE BENHAYON	CHAIR	1.00	Officer Director	$0	$0	$0
JANICE LACHANCE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT DIGGS	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDRAS KOSARAS	TREASURER	1.00	Officer Director	$0	$0	$0
ANNE SCHELLE	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA O'REILLY	BOARD MEMBER	1.00	Director	$0	$0	$0
CAREN CROLAND YANIS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHUCK BEAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH MONG	BOARD MEMBER	1.00	Director	$0	$0	$0
JON PRATT	BOARD MEMBER	1.00	Director	$0	$0	$0
PRATICHI SHAH	BOARD MEMBER	1.00	Director	$0	$0	$0
ROGER CRAVER	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESE KUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
WARREN CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
HERMAN ART TAYLOR	PRESIDENT & CEO	40.00	Officer	$267,856	$39,468	$307,324
BENNETT WEINER	EXECUTIVE VP & COO	40.00	Officer	$185,615	$24,153	$209,768
KELLEY BEVIS	GENERAL COUNSEL	40.00	Highest	$120,777	$10,597	$131,374
JULIE RIZZO	DIRECTOR, DEVELOPMENT & SEAL LICENSING	40.00	Highest	$118,476	$17,637	$136,113
SHAWN VAN GORDER	DIRECTOR, CHARITY EVALUATION	40.00	Highest	$114,218	$15,067	$129,285
ELVIA CASTRO	ASSOCIATE DIRECTOR, CHARITY EVALUATION	40.00	Highest	$100,230	$2,235	$102,465

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	$2,210,223	$2,571,906	$1,636,155	$-361,683
2022	$2,209,887	$2,391,273	$1,649,830	$-181,386
2021	$2,119,242	$2,226,185	$1,735,279	$-106,943
2020	$2,166,997	$2,147,912	$1,741,348	$19,085
2019	$2,081,590	$2,006,179	$1,580,700	$75,411
2018	$2,154,985	$2,410,923	$1,840,485	$-255,938

BBB WISE GIVING ALLIANCE