BREES DREAM FOUNDATION

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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

2003

Legal Domicile

Principal Officer

DREW BREES

Phone

2169204800

Tax Period

2023-01-01 to 2023-12-31

BREES DREAM FOUNDATION, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $226K, a strong 17% operating margin.

Mission

IMPROVING THE QUALITY OF LIFE FOR CANCER PATIENTS. PROVIDE CARE, EDUCATION AND OTHER OPPORTUNITIES FOR CHILDREN AND FAMILIES IN NEED.

Program Service Accomplishments

Program 1

Expenses: $568,261

BUILD STRONG ACADEMY: FUNDING FOR THE ACADEMY THAT HELPS CREATE A SKILLED CONSTRUCTION WORKFORCE IN THE GREATER NEW ORLEANS AREA THROUGH HANDS ON CONSTRUCTION TRAINING AND RELATED TRADES

Program 2

Expenses: $173,593

JUNIOR ACHIEVEMENT FOUNDATION TO HELP YOUNG PEOPLE GAIN THE KNOWLEDGE AND SKILLS THEY NEED TO OWN THEIR ECONOMIC SUCCESS, PLAN FOR THEIR FUTURES, AND MAKE SMART ACADEMIC AND ECONOMIC CHOICES.

Program 3

Expenses: $125,000

OCHSNER CLINIC GRANTS FOR COMMUNITY HEALTH EXPANSION PROJECT AND WOMEN'S WELLNESS.

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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 $1,671,328

Program Service Revenue $0

Investment Income $-86,659

Other Revenue $-268,024

TOTAL REVENUE $1,316,645

Expense Breakdown

Grants Paid $1,076,580

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,076,580

Other Expenses $14,553

TOTAL EXPENSES $1,091,133

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,316,645	$2,160,370	-0.4%
Expenses	$1,091,133	$2,447,386	-0.6%
Net Income	$225,512	$-287,016	-1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DREW BREES	PRESIDENT/TRUSTEE	5.00	Officer Director	$0	$0	$0
JOHN PALGUTA	SECRETARY	1.00	Officer Director	$0	$0	$0
BRITTANY BREES	VICE PRES, TREASURER	10.00	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	$1,316,645	$1,091,133	$599,064	$225,512
2022	$2,160,370	$2,447,386	$345,108	$-287,016
2021	$1,029,405	$1,088,905	$602,175	$-59,500
2020	$4,122,340	$4,937,791	$916,876	$-815,451
2019	$1,741,130	$1,605,835	$1,727,344	$135,295
2018	$1,857,978	$1,517,141	$1,523,351	$340,837