Nonprofit · EIN 43-1747260
BUDGET AND FIN MGMT ASST
Tax-exempt · KANSAS CITY, MO 64105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $469,836 | $437,884 | $31,952 | $378,752 | $11,563 | $367,189 |
| June 30, 2024 | 990 | $453,349 | $412,581 | $40,768 | $346,129 | $10,892 | $335,237 |
| June 30, 2023 | 990 | $489,388 | $411,264 | $78,124 | $384,234 | $89,765 | $294,469 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $168,943
- of which government grants
- $125,533
- Program service revenue
- $295,317
- Investment income
- $4,441
- Other revenue
- $1,135
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $79,623
- Other salaries and wages
- $204,215
- Salaries, compensation and benefits (total)
- $347,076
- Professional fundraising fees
- $0
- Accounting fees
- $6,400
- Occupancy
- $26,122
- Depreciation
- $3,314
- Program services (functional)
- $341,855
- Management and general (functional)
- $92,557
- Fundraising (functional)
- $3,472
Balance sheet and other
- Total assets, start of year
- $346,129
- Total assets, end of year
- $378,752
- Total liabilities, end of year
- $11,563
- Net assets, end of year
- $367,189
- Land, buildings and equipment
- $9,028
- Net assets without donor restrictions
- $367,189
- Gross receipts
- $469,836
- Employees
- 5
- Volunteers
- 7
- Year formed
- 1996
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER HAM | EXECUTIVE DIRECTOR Officer | 37.5 | $73,665 | $3,000 |
| TERRY GRATZ | CHAIRMAN Trustee or director, Officer | 0.25 | $0 | $0 |
| BRIAN DEVLING | VICE CHAIR Trustee or director, Officer | 0.25 | $0 | $0 |
| ANNE MILLER | SECRETARY Trustee or director, Officer | 0.12 | $0 | $0 |
| CRAIG KIMBROUGH | TREASURER Trustee or director, Officer | 0.25 | $0 | $0 |
| TINA BOUTELLE | DIRECTOR Trustee or director | 0.06 | $0 | $0 |
| KELLIE JEFFRIES | DIRECTOR Trustee or director | 0.12 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER HAM | EXECUTIVE DIRECTOR Officer | 37.5 | $70,928 | $5,000 |
| TERRY GRATZ | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| BRIAN DEVLING | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| ANNE MILLER | SECRETARY Trustee or director, Officer | 0.25 | $0 | $0 |
| CRAIG KIMBROUGH | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| TINA BOUTELLE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| KELLIE JEFFRIES | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER HAM | EXECUTIVE DIRECTOR Officer | 37.5 | $67,429 | $9,115 |
| BRIAN DEVLING | PRESIDENT Trustee or director, Officer | 1.25 | $0 | $0 |
| KELLIE JEFFRIES | VICE PRESIDENT Trustee or director, Officer | 0.75 | $0 | $0 |
| TERRY GRATZ | DIRECTOR Trustee or director | 1.25 | $0 | $0 |
| ANNE MILLER | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| CRAIG KIMBROUGH | DIRECTOR Trustee or director | 1.25 | $0 | $0 |
| TINA BOUTELLE | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 102, KANSAS CITY, MO 64105-0000
- In care of
- % BFMA
- Principal officer (990 for 2024)
- TERRY GRATZ, 908 Baltimore Avenue Suite 102, Kansas City, MO 64105
- Signed the 990
- JENNIFER HAM, EXECUTIVE DIRECTOR
- Phone
- (816) 474-2972
- Website
- WWW.BFMAKC.ORG
- Return prepared by
- WELCH & ASSOCIATES LLC
Mission
PROVIDING BUDGETING, BILL PAYMENT, AND ADVOCACY AS REPRESENTATIVE PAYEE TO DISABLED, HOMELESS, AND ELDERLY PERSONS IN THE KANSAS CITY METRO AREA.
Program accomplishments
- 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 $341,855 · revenue $295,317
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 43-1747260
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $378,752
- Income (IRS master file)
- $469,836
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $469,836 | $437,884 | $378,752 | IRS |
| 990 | June 2024 | $453,349 | $412,581 | $346,129 | IRS |
| 990 | June 2023 | $489,388 | $411,264 | $384,234 | XML |
| 990 | June 2022 | $422,492 | $433,931 | $225,007 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1747260).
Questions about BUDGET AND FIN MGMT ASST
- What is the EIN of BUDGET AND FIN MGMT ASST?
- The employer identification number (EIN) of BUDGET AND FIN MGMT ASST is 43-1747260.
- Is BUDGET AND FIN MGMT ASST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to BUDGET AND FIN MGMT ASST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BUDGET AND FIN MGMT ASST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BUDGET AND FIN MGMT ASST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BUDGET AND FIN MGMT ASST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BUDGET AND FIN MGMT ASST?
- The 990 for the year ended June 30, 2025 names TERRY GRATZ.
- Who are the officers and directors of BUDGET AND FIN MGMT ASST?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $73,665 (JENNIFER HAM, EXECUTIVE DIRECTOR).
- How much revenue does BUDGET AND FIN MGMT ASST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $469,836, expenses of $437,884 and total assets of $378,752 at year end.
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