Becky Bailey Foundation (EIN 874068118) - 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

2021

Legal Domicile

Phone

8168420944

Tax Period

2024-01-01 to 2024-12-31

Becky Bailey Foundation, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $277K in total revenue in fiscal year 2024. Revenue surged 164% from the prior year, signaling strong growth momentum. The organization ran a surplus of $239K, a strong 86% operating margin.

Mission

BECKY BAILEY FOUNDATION'S SOLE PURPOSE IS TO SUPPORT GREATER HORIZONS, THE SUPPORTED ORGANIZATION, IN FURTHERANCE OF THE CHARITY'S MISSION.

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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 $6,000

Program Service Revenue $0

Investment Income $155,789

Other Revenue $115,231

TOTAL REVENUE $277,020

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $38,398

TOTAL EXPENSES $38,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,020	$104,980	+1.6%
Expenses	$38,398	$43,196	-0.1%
Net Income	$238,622	$61,784	+2.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY JACKSON BAILEY	TRUSTEE	1.0	Director	$0	$0	$0
REBECCA BAILEY	TRUSTEE	1.0	Director	$0	$0	$0
GREATER HORIZONS FOUNDATION	TRUSTEE	1.0		$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	$277,020	$38,398	$3,320,418	$238,622
2023	$104,980	$43,196	$2,943,503	$61,784
2022	$27,576	$923,815	$2,702,438	$-896,239
2021	$17,611,525	$5,358,197	$3,541,803	$12,253,328

Becky Bailey Foundation