CHERRY BEKAERT FOUNDATION (EIN 921413859) - 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

2022

Legal Domicile

Principal Officer

MATTHEW SOCHA

Phone

7035840224

Tax Period

2024-01-01 to 2024-12-31

CHERRY BEKAERT FOUNDATION, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $174K in total revenue in fiscal year 2024. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $386K exceeded revenue, resulting in a 122% operating deficit.

Mission

OUR MISSION IS TO SUPPORT AND COLLABORATE WITH ORGANIZATIONS THAT ALIGN WITH CHERRY BEKAERT'S SHARED VALUES, CONTRIBUTE IMPACTFUL RESOURCES, AND INSPIRE OUR PEOPLE TO ENGAGE IN THEIR COMMUNITIES. WE PROVIDE GRANTS TO ORGANIZATIONS BASED ON THE VOLUNTEER EFFORTS COORDINATED BY THE PEOPLE OF CHERRY BEKAERT.

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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 $130,653

Program Service Revenue $0

Investment Income $27,421

Other Revenue $16,075

TOTAL REVENUE $174,149

Expense Breakdown

Grants Paid $307,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $376,848

Other Expenses $79,129

TOTAL EXPENSES $386,329

Year-over-Year Comparison

	2024	2023	Change
Revenue	$174,149	$1,143,971	-0.8%
Expenses	$386,329	$55,691	+5.9%
Net Income	$-212,180	$1,088,280	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN MOSER	PRESIDENT	5.00	Officer Director	$0	$0	$0
MATTHEW SOCHA	TREASURER & SECRETARY	3.00	Officer Director	$0	$0	$0
LUIS GALLARDO	SECRETARY (THRU 9/2024)	1.00	Officer Director	$0	$0	$0
ANN BEHRENS	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA DANIEL	DIRECTOR	1.00	Director	$0	$0	$0
AMY DOSIK	DIRECTOR (THRU 9/2024)	1.00	Director	$0	$0	$0
DOUG HELM	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA QUINN	DIRECTOR	1.00	Director	$0	$0	$0
BRAD SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MITCHELL WEINTRAUB	DIRECTOR	1.00	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	$174,149	$386,329	$884,109	$-212,180
2023	$1,143,971	$55,691	$1,126,314	$1,088,280

CHERRY BEKAERT FOUNDATION