THE BRETT BOYER FOUNDATION INC (EIN 823179454) - 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

REBECCA BOYER

Phone

6152485500

Tax Period

2024-01-01 to 2024-12-31

THE BRETT BOYER FOUNDATION INC, founded in 2017, is a community nonprofit in the Diseases & Disorders sector that reported $4.8M in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.8M, a strong 58% operating margin.

Mission

OUR MISSION IS TO RAISE AWARENESS FOR CONGENITAL HEART DISEASE (CHD) AND FUND RESEARCH TO ADVANCE TREATMENT OPTIONS. IT IS ALSO OUR MISSION TO SPREAD THE LOVE AND AWARENESS THAT BRETT FILLED US WITH FOR THE WONDERFUL, CAPABLE PEOPLE LIVING WITH DOWN SYNDROME.

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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 $2,461,849

Program Service Revenue $43,421

Investment Income $209,791

Other Revenue $2,105,855

TOTAL REVENUE $4,820,916

Expense Breakdown

Grants Paid $1,445,454

Salaries & Benefits $312,592

Fundraising Expenses $315,276

Program Expenses $1,663,006

Other Expenses $289,267

TOTAL EXPENSES $2,047,313

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,820,916	$3,350,731	+0.4%
Expenses	$2,047,313	$1,232,400	+0.7%
Net Income	$2,773,603	$2,118,331	+0.3%

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

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

$120,000

Total Directors

$120,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLEN BOYER	PRESIDENT	25.00	Officer Director	$120,000	$0	$120,000
CAROLINE BRYAN	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
BRET METTLER MD	DIRECTOR	2.00	Director	$0	$0	$0
ALLISON WILLIS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SUHA DABIT	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	$4,820,916	$2,047,313	$13,337,780	$2,773,603
2023	$3,350,731	$1,232,400	$10,225,368	$2,118,331
2022	$3,221,931	$964,421	$7,369,943	$2,257,510
2021	$2,466,483	$799,018	$5,435,932	$1,667,465
2020	$571,045	$598,290	$3,492,695	$-27,245
2019	$1,541,593	$276,270	$3,138,316	$1,265,323
2018	$1,637,092	$162,789	$1,446,572	$1,474,303

THE BRETT BOYER FOUNDATION INC