BUDGET AND FIN MGMT ASST

As filed

Subsection

03

NTEE code

P20

Classification

1000

Street

102

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

• Founded in 1996, Budget and Financial Management Assistance BFMA serves 500 disabled and elderly clients in the greater Kansas City area. BFMA serves as a representative payee for these at risk people. Funds are sent directly to BFMA for the benefit of the client. Mentally and physically disabled as well as elderly people rely on BFMA to systematically pay rent in order to keep a roof over their head, to pay utility bills to ensure ongoing service, and to send a check once a week for groceries and personal needs. BFMA not only pays basic bills for clients, but also advocates for them with landlords, utility companies, and creditors. BFMA helps protect disabled clients who are vulnerable and misunderstood from being taken advantage of financially. The mission of BFMA is to foster financial stability as a representative payee through bill payment, budgeting, and advocacy to the elderly, disabled, and homeless in the Kansas City Metropolitan area.

  Expenses $327,683 · Revenue $285,752

As filed on the 2023 return.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $453,349

  Expenses

  $412,581

  Contributions

  $165,910

  Grants paid

  $0

• 2022

  Revenue

  $489,388

  Expenses

  $411,264

  Contributions

  $213,868

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $422,492

  Expenses

  $433,931

  Assets (EOY)

  $225,007

• 2020 · 990

  Revenue

  $462,842

  Expenses

  $390,676

  Assets (EOY)

  $246,897

• 2019 · 990

  Revenue

  $449,897

  Expenses

  $426,088

  Assets (EOY)

  $188,695

• 2018 · 990

  Revenue

  $427,969

  Expenses

  $427,501

  Assets (EOY)

  $177,000

• 2017 · 990

  Revenue

  $389,617

  Expenses

  $377,649

  Assets (EOY)

  $176,280

• 2016 · 990

  Revenue

  $384,305

  Expenses

  $354,350

  Assets (EOY)

  $147,922

• 2015 · 990

  Revenue

  $404,938

  Expenses

  $367,930

  Assets (EOY)

  $120,571

• 2014 · 990

  Revenue

  $366,601

  Expenses

  $360,375

  Assets (EOY)

  $84,598

• 2013 · 990

  Revenue

  $346,337

  Expenses

  $335,305

  Assets (EOY)

  $78,330

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $330,084

  Assets (EOY)

  $68,424

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• THE REACH HEALTHCARE FOUNDATION

  $37,500

  2023 · Bridge the Coverage Divide /Close the Health Equity Gap

• THE REACH HEALTHCARE FOUNDATION

  $35,000

  2022 · Bridge Coverage Divide

• THE REACH HEALTHCARE FOUNDATION

  $35,000

  2024 · Bridge the Coverage Divide

• HEALTH FORWARD FOUNDATION

  $25,102

  2022 · TECHNOLOGY REFRESH

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files