BNI Foundation Worldwide Inc (EIN 822424438) - 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

Kevin Barber

Tax Period

2023-01-01 to 2023-12-31

BNI Foundation Worldwide Inc, founded in 2017, is a small nonprofit in the Education sector that reported $173K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $204K exceeded revenue, resulting in a 18% operating deficit.

Mission

Financial grants for childrens education

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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 $172,405

Program Service Revenue $0

Investment Income $170

Other Revenue $0

TOTAL REVENUE $172,575

Expense Breakdown

Grants Paid $146,280

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,917

Other Expenses $58,088

TOTAL EXPENSES $204,368

Year-over-Year Comparison

	2023	2022	Change
Revenue	$172,575	$274,337	-0.4%
Expenses	$204,368	$97,505	+1.1%
Net Income	$-31,793	$176,832	-1.2%

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
Michael Walchonski	Board Member	1.00	Director	$0	$0	$0
Shelli Howlett	Board Member	1.00	Director	$0	$0	$0
Graham Weihmiller	Board Member	1.00	Director	$0	$0	$0
Sherry Clark	Board Member	1.00	Director	$0	$0	$0
Meena Srinivasan	Board Member	1.00	Director	$0	$0	$0
Jeremy Walsh	Secretary	1.00	Officer Director	$0	$0	$0
Edward P Caine	Board Treasurer	4.00	Officer Director	$0	$0	$0
Kevin Barber	Chairman	10.00	Officer	$0	$0	$0
David Kauffman	Vice Chairman	10.00	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	$172,575	$204,368	$1,097,967	$-31,793
2022	$274,337	$97,505	$1,042,239	$176,832
2021	$232,147	$61,526	$865,407	$170,621
2020	$199,716	$60,074	$694,786	$139,642
2019	$510,974	$36,540	$555,144	$474,434

BNI Foundation Worldwide Inc