NBAA CHARITIES (EIN 521900336) - 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

1994

Legal Domicile

Principal Officer

EDWARD M BOLEN

Phone

2027839000

Tax Period

2023-07-01 to 2024-06-30

NBAA CHARITIES, founded in 1994, is a small nonprofit in the Unknown sector that reported $129K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

NBAA CHARITIES RAISES FUNDS TO SUPPORT A NUMBER OF PHILANTHROPIC ORGANIZATIONS AND INITIATIVES THAT USE GENERAL AVIATION AIRPLANES FOR HUMANITARIAN PURPOSES.

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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 $143,630

Program Service Revenue $0

Investment Income $0

Other Revenue $-14,529

TOTAL REVENUE $129,101

Expense Breakdown

Grants Paid $118,597

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,185

Other Expenses $13,111

TOTAL EXPENSES $131,708

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,101	$111,886	+0.2%
Expenses	$131,708	$117,623	+0.1%
Net Income	$-2,607	$-5,737	-0.5%

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

$2,680,594

Total Directors

$2,680,594

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD M BOLEN	CHAIRMAN & PRESIDENT	2.0	Officer Director	$0	$93,876	$2,386,013
BENJAMIN SCHWALEN	SECRETARY	2.0	Officer Director	$0	$53,078	$294,581
MONTE KOCH	TREASURER	0.15	Officer Director	$0	$0	$0
JOHN WITZIG	TREASURER	0.15	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	$129,101	$131,708	$582,454	$-2,607
2023	$111,886	$117,623	$539,865	$-5,737
2022	$82,226	$86,006	$488,854	$-3,780
2021	$47,163	$68,840	$363,913	$-21,677
2020	$122,383	$149,440	$360,432	$-27,057
2019	$129,102	$157,881	$428,267	$-28,779
2018	$156,420	$200,804	$406,268	$-44,384

NBAA CHARITIES