THE BUCKET LIST PROJECT FOUNDATION (EIN 821579349) - 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

2017

Principal Officer

WAYNE SLAVITT

Phone

5624959108

Tax Period

2023-01-01 to 2023-12-31

THE BUCKET LIST PROJECT FOUNDATION, founded in 2017, is a micro nonprofit in the Human Services sector that reported $8K in total revenue in fiscal year 2023. Expenses of $40K exceeded revenue, resulting in a 378% operating deficit.

Mission

THE ORGANIZATION OPERATES A WISH FULFILLMENT PROGRAM FOR INDIVIDUALS 18 AND OLDER WITH LIFE-LIMITING ILLNESSES AND LIMITED RESOURCES. THE GOAL IS TO BRING JOY BY PROVIDING A MEMORABLE EXPERIENCE FOR THESE INDIVIDUALS.

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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 $8,278

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,827

Fundraising Expenses $0

Program Expenses $28,004

Other Expenses $2,777

TOTAL EXPENSES $39,608

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,278	$8,322	0.0%
Expenses	$39,608	$26,873	+0.5%
Net Income	$-31,330	$-18,551	+0.7%

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

N/A

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
JEFF BOZANIC	DIRECTOR	N/A	Director	$0	$0	$0
REBEKAH HALPERN	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT HEENAN	DIRECTOR	N/A	Director	$0	$0	$0
ELLEN KRAMER	DIRECTOR	N/A	Director	$0	$0	$0
KEVIN MURPHY	DIRECTOR	N/A	Director	$0	$0	$0
JOANNE RATNER	DIRECTOR	N/A	Director	$0	$0	$0
MARY CELINE SCOTT	DIRECTOR	N/A	Director	$0	$0	$0
MILAN SHETH	DIRECTOR	N/A	Director	$0	$0	$0
WAYNE SLAVITT	DIRECTOR	N/A	Director	$0	$0	$0
NILESH VORA	DIRECTOR	N/A	Director	$0	$0	$0
TEMPE CHEN	EXECUTIVE SE	N/A	Officer	$0	$0	$0
JOHN ROMUNDSTAD	TREASURER	N/A	Officer	$0	$0	$0
WAYNE SLAVITT	PRESIDENT	N/A	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
2023	$8,278	$39,608	$310,897	$-31,330
2022	$8,322	$26,873	$342,671	$-18,551
2021	$16,949	$25,904	$361,222	$-8,955
2019	$127,008	$81,070	$381,541	$45,938
2018	$343,208	$57,119	$335,603	$286,089

THE BUCKET LIST PROJECT FOUNDATION