BAVIHEALTH (EIN 822375859) - 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

Legal Domicile

Principal Officer

JAMES RECORD

Phone

8887264392

Tax Period

2023-01-01 to 2023-12-31

BAVIHEALTH, founded in 2017, is a small nonprofit in the Health Care sector that reported $385K in total revenue in fiscal year 2023. Revenue surged 320% from the prior year, signaling strong growth momentum. Expenses of $1.6M exceeded revenue, resulting in a 305% operating deficit.

Mission

TO CREATE HEALTHIER COMMUNITIES BY BRINGING CARE AND EDUCATION TO DIVERSE COMMUNITIES ACROSS THE STATE.

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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 $161,012

Program Service Revenue $218,204

Investment Income $4,885

Other Revenue $943

TOTAL REVENUE $385,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,095,150

Other Expenses $1,558,262

TOTAL EXPENSES $1,558,262

Year-over-Year Comparison

	2023	2022	Change
Revenue	$385,044	$91,760	+3.2%
Expenses	$1,558,262	$593,411	+1.6%
Net Income	$-1,173,218	$-501,651	+1.3%

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

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
JAMES RECORD	CHAIR	1.00	Officer Director	$0	$0	$0
BRETT OGLESBEE	TREASURER	1.00	Officer Director	$0	$0	$0
ANNA KESTELL	SECRETARY	1.00	Officer Director	$0	$0	$0
JULIE AKERS	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY HANEY	DIRECTOR	1.00	Director	$0	$0	$0
ANJALI KUMAR	DIRECTOR	1.00	Director	$0	$0	$0
ANNE MASON	DIRECTOR	1.00	Director	$0	$0	$0
JOSE A PARES-AVILA	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE SARKINEN	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA STEWART	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN UNDEBERG	DIRECTOR	1.00	Director	$0	$0	$0
JAMES ZIMMERMAN	CEO	40.00	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	$385,044	$1,558,262	$1,586,705	$-1,173,218
2022	$91,760	$593,411	$1,875,329	$-501,651
2021	$1,176,139	$901,210	$2,320,574	$274,929
2020	$9,023	$102,945	$1,746,838	$-93,922

BAVIHEALTH