Missouri · Nonprofit
BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE
BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE (Missouri) receives grants from 8 organizations whose IRS filings report $320,154 to it, the largest being THE REACH HEALTHCARE FOUNDATION ($137,100). 4 of them have funded it in more than one year.
- Revenue FY2025
- $470k
- Funders on record
- 8
- Grants received
- $320k
- Net assets
- $367k
What Budget and Financial Management Assistance does
Mission
Providing budgeting, bill payment, and advocacy as representative payee to disabled, homeless, and elderly persons in the kansas city metro area.
As stated on its FY2025 Form 990.
Program
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.
$341,855 spent$295,317 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $341,855.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $225k to $384k (+71%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 22% · 2021 17% · 2022 29% · 2023 31% · 2024 27% · 2025 27%. Grants only. Government contracts and fees sit inside program revenue.
36% of BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE’s revenue is contributions — more earned-revenue than three-quarters of its peers (91% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Jennifer Ham
Executive director
Board chair
Terry Gratz
Chairman
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 1 funder to 3 funders, grant income rose $16k → $63k.
2 of 8 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 2% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE leans on a few funders — its largest provides 43% of grant income and the top three 83%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
85% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE.
Largest funder’s share by year: 2017 100% · 2018 100% · 2019 39% · 2020 54% · 2021 100% · 2022 58% · 2023 60% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
67% of BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE's funders are still giving 3 years after their first grant; 50% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE draws 51% of its grant income from funders outside Missouri, across 3 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $8k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE runs a healthier operating margin than half of the 13,062 human services nonprofits its size.
this organization peer median middle 50% of peers· 13,062 human services nonprofits $100k–$1M, FY2025
Organizations like BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Missouri
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
78% of spending goes to programs.
Governance
Public support
99%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Screen this organization
A dated, signed PDF of the compliance screen for BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE?
- BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE (Missouri) receives grants from 8 organizations whose IRS filings report $320,154 to it, the largest being THE REACH HEALTHCARE FOUNDATION ($137,100). 4 of them have funded it in more than one year.
- How many funders does BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE have?
- IRS filings report 8 organizations giving $320,154 in grants to BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE, 4 of which have funded it in more than one year.
- Who is the largest funder of BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE?
- THE REACH HEALTHCARE FOUNDATION is the largest funder on record, with $137,100 in grants. The full list of funders is on this page.
- How can an organization like BUDGET AND FINANCIAL MANAGEMENT ASSISTANCE find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Missouri. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Budget and Financial Management Assistance →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 8 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing