BGCA FUNDS HOLDCO INC (EIN 852422429) - 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

2020

Legal Domicile

Principal Officer

SAMUEL J UNGLO

Phone

4044875403

Tax Period

2024-01-01 to 2024-12-31

BGCA FUNDS HOLDCO INC, founded in 2020, is a community nonprofit in the Youth Development sector that reported $5.5M in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.2M, a strong 95% operating margin.

Mission

TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS.

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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 $0

Program Service Revenue $0

Investment Income $4,591,850

Other Revenue $910,362

TOTAL REVENUE $5,502,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $275,497

TOTAL EXPENSES $275,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,502,212	$3,641,599	+0.5%
Expenses	$275,497	$328,517	-0.2%
Net Income	$5,226,715	$3,313,082	+0.6%

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

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

$1,331,918

Total Directors

$1,331,918

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAM UNGLO	PRESIDENT AND CEO	0.25	Officer Director	$0	$52,731	$708,928
KRISTINE MORAINE	EVP AND SECRETARY	0.25	Officer Director	$0	$52,336	$622,990
BILL GOODELL	CHAIRPERSON	4.00	Officer Director	$0	$0	$0
JACKIE CHIN	BOARD MEMBER	4.00	Director	$0	$0	$0
IRWIN GROSS	BOARD MEMBER	4.00	Director	$0	$0	$0
ANTHONY JUOZAPAVICH	BOARD MEMBER	4.00	Director	$0	$0	$0
MICHAEL LYONS	BOARD MEMBER	4.00	Director	$0	$0	$0
SANDY MILLBANK	BOARD MEMBER	4.00	Director	$0	$0	$0
BYRON ROTH	BOARD MEMBER	4.00	Director	$0	$0	$0
MICHAEL TENNENBAUM	BOARD MEMBER	4.00	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	$5,502,212	$275,497	$348,092,261	$5,226,715
2023	$3,641,599	$328,517	$357,918,645	$3,313,082
2022	$223,714	$723,672	$354,925,914	$-499,958
2021	$3,015,210	$195,619	$371,386,272	$2,819,591

BGCA FUNDS HOLDCO INC