BH ROBERTS FOUNDATION (EIN 854089386) - 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

JOSH COATES

Phone

8017995829

Tax Period

2024-01-01 to 2024-12-31

BH ROBERTS FOUNDATION, founded in 2020, is a community nonprofit in the Religion sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $895K, a strong 48% operating margin.

Mission

MORMONISM IS A UNIQUELY AMERICAN RELIGIOUS MOVEMENT THAT IS AN IMPORTANT PART OF THE HISTORY OF THE UNITED STATES AND IS PART OF THE LIVES OF MILLIONS OF PEOPLE AROUND THE WORLD. THE B.H. ROBERTS FOUNDATION WAS CREATED TO PERFORM RESEARCH, PUBLISH MEDIA AND EDUCATE THE PUBLIC ON THE TOPIC OF MORMONISM.

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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 $1,877,416

Program Service Revenue $0

Investment Income $0

Other Revenue $2,356

TOTAL REVENUE $1,879,772

Expense Breakdown

Grants Paid $0

Salaries & Benefits $439,503

Fundraising Expenses $0

Program Expenses $959,330

Other Expenses $448,796

TOTAL EXPENSES $984,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,879,772	$950,009	+1.0%
Expenses	$984,331	$1,084,017	-0.1%
Net Income	$895,441	$-134,008	-7.7%

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

N/A

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

$112,197

Total Directors

$124,393

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACHARY WILLY	DIRECTOR	30.00	Officer Director	$100,000	$0	$100,000
JOSH COATES	EXECUTIVE DI	40.00	Officer Director	$0	$12,197	$12,197
CELIANNE COATES	DIRECTOR	10.00	Director	$0	$12,196	$12,196

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	$1,879,772	$984,331	$1,140,728	$895,441
2023	$950,009	$1,084,017	$248,122	$-134,008
2022	$795,000	$835,658	$382,173	$-40,658
2021	$904,149	$586,853	$427,417	$317,296

BH ROBERTS FOUNDATION