BHHS Legacy Foundation (EIN 953239789) - 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

1977

Legal Domicile

Phone

6027781200

Tax Period

2023-01-01 to 2023-12-31

BHHS Legacy Foundation, founded in 1977, is a community nonprofit that reported $9.2M in total revenue in fiscal year 2023. Revenue surged 102% from the prior year, signaling strong growth momentum. Expenses of $8.5M left a modest 8% surplus.

Mission

BHHS LEGACY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE AND HEALTH OF THOSE WE SERVE.

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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 $109,090

Program Service Revenue $586,706

Investment Income $8,503,849

Other Revenue $0

TOTAL REVENUE $9,199,645

Expense Breakdown

Grants Paid $5,264,886

Salaries & Benefits $1,243,705

Fundraising Expenses $0

Program Expenses $7,799,725

Other Expenses $1,986,921

TOTAL EXPENSES $8,495,512

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,199,645	$4,551,553	+1.0%
Expenses	$8,495,512	$9,056,143	-0.1%
Net Income	$704,133	$-4,504,590	-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

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

$652,275

Total Directors

$368,823

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	DIRECTOR/CHAIRMAN	2.0	Officer Director	$0	$0	$0
N/A	DIRECTOR/CEO	36.0	Officer Director	$332,111	$36,712	$368,823
N/A	DIRECTOR/SECRETARY	2.0	Officer Director	$0	$0	$0
N/A	DIRECTOR/TREASURER	2.0	Officer Director	$0	$0	$0
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	Director	2.0	Director	$0	$0	$0
N/A	DIRECTOR	2.0	Director	$0	$0	$0
N/A	VICE PRESIDENT	38.0	Officer	$155,175	$23,313	$178,488
N/A	VICE PRESIDENT	39.0	Officer	$99,173	$5,791	$104,964

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	No data	No data	No data	No data
2023	$9,199,645	$8,495,512	$149,063,571	$704,133
2022	$4,551,553	$9,056,143	$139,984,985	$-4,504,590
2021	$10,408,828	$9,414,139	$167,586,858	$994,689
2020	$6,557,842	$8,038,770	$153,787,069	$-1,480,928
2019	$11,123,750	$8,873,494	$146,885,435	$2,250,256

BHHS Legacy Foundation