WILLIE BEE FOUNDATION INC (EIN 822407033) - 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

CHRISTINE BEAMAN

Phone

5857301646

Tax Period

2024-08-01 to 2025-07-31

WILLIE BEE FOUNDATION INC, founded in 2017, is a micro nonprofit in the Health Care sector that reported $88K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $85K left a modest 4% surplus.

Mission

TO BENEFIT LOCAL FAMILIES WHO HAVE A CHILD FACING A LIFE-THREATENING ILLNESS BY PROVIDING SUPPORT FOR SERVICES SUCH AS A NURSE PRACTITIONER, A CHILD LIFE SPECIALIST, ART THERAPY, MUSIC THERAPY AND PALLIATIVE CARE SERVICES.

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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 $88,285

Program Service Revenue $0

Investment Income $129

Other Revenue $0

TOTAL REVENUE $88,414

Expense Breakdown

Grants Paid $81,260

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,637

Other Expenses $3,377

TOTAL EXPENSES $84,637

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,414	$96,471	-0.1%
Expenses	$84,637	$146,693	-0.4%
Net Income	$3,777	$-50,222	-1.1%

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

N/A

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
CORY LAMBERTON	VICE PRES/TREASURER	3.00	Officer Director	$0	$0	$0
PATRICA SALTZBERG	SECRETARY	3.00	Officer Director	$0	$0	$0
CHELSEA CARL	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH LOCKE	DIRECTOR	3.00	Director	$0	$0	$0
CHRISTINE BEEMAN	DIRECTOR	5.00	Director	$0	$0	$0
CLAY BEEMAN	DIRECTOR	5.00	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
2025	$88,414	$84,637	$45,008	$3,777
2024	$96,471	$146,693	$41,231	$-50,222
2023	$82,943	$123,094	$91,453	$-40,151
2022	$102,593	$86,419	$131,604	$16,174
2021	$143,920	$48,205	$115,430	$95,715
2020	$64,564	$63,587	$19,715	$977
2019	$40,138	$27,232	$18,738	$12,906
2018	$9,126	$3,294	$5,832	$5,832

WILLIE BEE FOUNDATION INC