BHARTIYA MANDAL FOUNDATION (EIN 813453381) - 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

2016

Legal Domicile

Principal Officer

SATISH PATEL

Phone

4159392885

Tax Period

2023-01-01 to 2023-12-31

BHARTIYA MANDAL FOUNDATION, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $451K in total revenue in fiscal year 2023. Revenue surged 154% from the prior year, signaling strong growth momentum. The organization ran a surplus of $135K, a strong 30% operating margin.

Mission

TO PRESERVE OUR INDIAN HERITAGE THROUGH VARIOUS CULTURAL EVENTS WHILE ALSO GIVING BACK TO THE LOCAL SAN FRANCISCO BAY AREA COMMUNITY.

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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 $447,918

Program Service Revenue $0

Investment Income $3,463

Other Revenue $0

TOTAL REVENUE $451,381

Expense Breakdown

Grants Paid $69,161

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $289,543

Other Expenses $247,325

TOTAL EXPENSES $316,486

Year-over-Year Comparison

	2023	2022	Change
Revenue	$451,381	$177,614	+1.5%
Expenses	$316,486	$28,125	+10.3%
Net Income	$134,895	$149,489	-0.1%

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
SATISH PATEL	PRESIDENT	5.00	Officer	$0	$0	$0
SUNIL PATEL	SECRETARY	5.00	Officer	$0	$0	$0
DEVENDRA PATEL	TREASURER	5.00	Officer	$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	$451,381	$316,486	$328,956	$134,895
2021	$224,984	$146,616	$297,398	$78,368

BHARTIYA MANDAL FOUNDATION