Bo's Place (EIN 760326979) - 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

1990

Legal Domicile

Principal Officer

Elisabet Iparrea

Phone

7139428339

Tax Period

2024-07-01 to 2025-06-30

Bo's Place, founded in 1990, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Net assets of $5.9M represent 29 months of operating reserves.

Mission

Bo's Place is a bereavement center offering grief support programs for families.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,355,296

Program Service Revenue $19,010

Investment Income $106,086

Other Revenue $-27,138

TOTAL REVENUE $2,453,254

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,641,046

Fundraising Expenses $501,473

Program Expenses $1,672,972

Other Expenses $892,369

TOTAL EXPENSES $2,533,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,453,254	$1,995,262	+0.2%
Expenses	$2,533,415	$2,174,671	+0.2%
Net Income	$-80,161	$-179,409	-0.6%

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

525

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

$178,201

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Golub	President	2.00	Officer Director	$0	$0	$0
Rick Smith	Vice-President	2.00	Officer Director	$0	$0	$0
Maidie Ryan	Secretary	2.00	Officer Director	$0	$0	$0
Cecile Cao	Treasurer	1.00	Officer Director	$0	$0	$0
Jennifer Abbott	Director	1.00	Director	$0	$0	$0
Erika Benz	Director	1.00	Director	$0	$0	$0
Jamie Broach Byrd	Director	1.00	Director	$0	$0	$0
Giulio Cattozzo	Director/Executive Committee	1.00	Director	$0	$0	$0
Amanda Eichenbaum	Director	1.00	Director	$0	$0	$0
Nicci White Greeley	Director	1.00	Director	$0	$0	$0
Kirsten Herrscher	Director	1.00	Director	$0	$0	$0
Megan Hotze	Director	1.00	Director	$0	$0	$0
Adriana Kabler-Rodriguez	Director	2.00	Director	$0	$0	$0
Roberta Leal	Director	1.00	Director	$0	$0	$0
Debbie Leder	Director/Executive Committee	1.00	Director	$0	$0	$0
Carol Lee Lyons	Director	2.00	Director	$0	$0	$0
Brandon Meyers	Director	1.00	Director	$0	$0	$0
Yvette Mirabal	Director/Executive Committee	1.00	Director	$0	$0	$0
Leanne Reynolds	Director	1.00	Director	$0	$0	$0
Adrienne Saxe	Director	2.00	Director	$0	$0	$0
Jordan Smith	Director	1.00	Director	$0	$0	$0
Christie Sullivan	Director	1.00	Director	$0	$0	$0
Tracy Tyler	Director	1.00	Director	$0	$0	$0
Haresh Yalamanchili	Director	1.00	Director	$0	$0	$0
James Zapata	Director	1.00	Director	$0	$0	$0
Jennifer Boubel	Executive Director	40.00	Officer	$169,123	$9,078	$178,201

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	$2,453,254	$2,533,415	$5,901,103	$-80,161
2024	$1,995,262	$2,174,671	$5,720,488	$-179,409
2023	$2,081,101	$2,393,772	$5,649,055	$-312,671
2022	$1,943,445	$2,342,884	$5,835,899	$-399,439
2021	$2,992,750	$2,069,195	$6,747,814	$923,555
2020	$1,904,534	$2,151,311	$5,689,611	$-246,777
2019	$2,248,095	$2,078,281	$5,643,221	$169,814

Bo's Place