Bee Mighty (EIN 822967919) - 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

Principal Officer

Joanna Kay

Tax Period

2024-01-01 to 2024-12-31

Bee Mighty is a small nonprofit in the Philanthropy & Grantmaking sector that reported $238K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $268K exceeded revenue, resulting in a 13% operating deficit.

Mission

Bee Mighty is a 501(c)3 non-profit that provides support and resources to local families before, during and after their Neonatal Intensive Care Unit (NICU) journey.

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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 $201,041

Program Service Revenue $0

Investment Income $33,882

Other Revenue $3,296

TOTAL REVENUE $238,219

Expense Breakdown

Grants Paid $132,142

Salaries & Benefits $78,111

Fundraising Expenses $0

Program Expenses $231,104

Other Expenses $58,093

TOTAL EXPENSES $268,346

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,219	$192,429	+0.2%
Expenses	$268,346	$212,737	+0.3%
Net Income	$-30,127	$-20,308	+0.5%

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

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

$35,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katie O'Connor	Executive Dir.	20.00	Officer	$35,000	$0	$35,000
Candace Richter	Co-Founder	2.00	Officer Director	$0	$0	$0
Sheri Albright	Director	2.00	Director	$0	$0	$0
Heather Hucks	Board Chair	2.00	Officer Director	$0	$0	$0
Hillary Ash	Director	2.50	Director	$0	$0	$0
Stefanie Mitchell	Director	2.00	Director	$0	$0	$0
Alicia Semling	Finance Chair	3.00	Officer Director	$0	$0	$0
Lindsay Franks	Co-Founder	2.00	Officer Director	$0	$0	$0
Michelle Moser	Director	2.00	Director	$0	$0	$0
Suzanne Alvarez	Director	2.50	Director	$0	$0	$0
Sharlene Smith	Director	2.00	Director	$0	$0	$0
Jenn Godwin	Director	2.00	Director	$0	$0	$0
Jenny Gary Fike	Director	2.00	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
2024	$238,219	$268,346	$788,834	$-30,127
2023	$192,429	$212,737	$822,002	$-20,308
2022	$215,019	$164,343	$825,733	$50,676
2021	$196,568	$89,047	$775,057	$107,521
2020	$98,384	$69,573	$522,499	$28,811

Bee Mighty