Bude Community Foundation (EIN 862168289) - 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

Legal Domicile

Principal Officer

RICHARD BAKER

Tax Period

2023-01-01 to 2023-12-31

Bude Community Foundation is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $27K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. Net assets of $345K represent 156 months of operating reserves.

Mission

Promote and enhance families in Bude MS through educational food security healthcare screenings and social events

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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 $26,569

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $26,569

Expense Breakdown

Grants Paid $6,834

Salaries & Benefits $2,063

Fundraising Expenses $0

Program Expenses $10,929

Other Expenses $18,621

TOTAL EXPENSES $27,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,569	$52,598	-0.5%
Expenses	$27,518	$18,684	+0.5%
Net Income	$-949	$33,914	-1.0%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN T SPEYER	President	5.000	Officer Director	$0	$0	$0
HEATHER W JACOBS	Vice President	5.000	Officer Director	$0	$0	$0
RICHARD T BAKER	Treasurer	5.000	Officer Director	$0	$0	$0
RAY CARLOCK	Director	5.000	Director	$0	$0	$0
VERONICA R BROWN	Director	5.000	Director	$0	$0	$0
CATHERINE SIMS	Director	5.000	Director	$0	$0	$0
REGINA B SCHOFIELD	Director	5.000	Director	$0	$0	$0
CASSANDRA T VAUGHN	Director	5.000	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
2023	$26,569	$27,518	$345,471	$-949
2021	$392,918	$60,720	$332,198	$332,198

Bude Community Foundation