BREE'S GIFT INC (EIN 844040015) - 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

2019

Legal Domicile

Principal Officer

JENNIE JOHNLEY

Phone

6362958886

Tax Period

2023-01-01 to 2023-12-31

BREE'S GIFT INC, founded in 2019, is a small nonprofit in the Human Services sector that reported $471K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $157K, a strong 33% operating margin.

Mission

TO ELIMINATE THE FINANCIAL BURDEN OF ADOPTION FOR FAMILIES.

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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 $372,664

Program Service Revenue $0

Investment Income $-10,051

Other Revenue $108,123

TOTAL REVENUE $470,736

Expense Breakdown

Grants Paid $290,746

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $290,746

Other Expenses $23,418

TOTAL EXPENSES $314,164

Year-over-Year Comparison

	2023	2022	Change
Revenue	$470,736	$298,100	+0.6%
Expenses	$314,164	$241,568	+0.3%
Net Income	$156,572	$56,532	+1.8%

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

$1,020

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER PATTERSON	SECRETARY	5.00	Officer	$0	$0	$0
JENNIE JOHNLEY	VICE PRESIDENT	15.00	Officer	$0	$0	$0
KENNETH JOHNLEY	PRESIDENT	5.00	Officer	$0	$0	$0
SHAUNNA COIN	ADMINISTRATIVE/DEVELOPMENT	10.00	Officer	$1,020	$0	$1,020
CARMEN CRADDOCK	FINANCE MANAGER	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	$470,736	$314,164	$523,179	$156,572
2022	$298,100	$241,568	$366,607	$56,532
2021	$343,038	$197,740	$310,075	$145,298

BREE'S GIFT INC