BARRE 2000 AND BEYOND INC (EIN 030366987) - 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

2000

Legal Domicile

Principal Officer

TRACIE LEWIS

Phone

8024790937

Tax Period

2025-01-01 to 2025-12-31

BARRE 2000 AND BEYOND INC, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $168K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. Expenses of $185K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO STIMULATE AND SUSTAIN ECONOMIC DEVELOPMENT IN BARRES DESIGNATED DOWNTOWN, ESURING A VIBRANT COMMUNITY THAT IS THE SOCIAL, CULTURAL, AND ECONOMIC HUB OF THE GREATER BARRE AREA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $100,765

Program Service Revenue $67,044

Investment Income $138

Other Revenue $280

TOTAL REVENUE $168,227

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $95,358

Fundraising Expenses $0

Program Expenses $121,299

Other Expenses $88,913

TOTAL EXPENSES $185,271

Year-over-Year Comparison

	2025	2024	Change
Revenue	$168,227	$180,928	-0.1%
Expenses	$185,271	$169,358	+0.1%
Net Income	$-17,044	$11,570	-2.5%

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

Total Directors

Key Employees

$90,222

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEFANIE KINZGETT	VICE PRESIDENT	0.50	Officer	$0	$0	$0
JUSTIN PECOR	TREASURER	0.50	Officer	$0	$0	$0
LINDSEY LOZIER	BOARD MEMBER	0.50	Director	$0	$0	$0
BRANDON FOWLER	BOARD MEMBER	0.50	Director	$0	$0	$0
ALICIA CALCAGNI	PRESIDENT	0.50	Director	$0	$0	$0
HANNAH LAJEUNESSE	SECRETARY	0.50	Director	$0	$0	$0
TRACIE LEWIS	EXECUTIVE DIRECTOR	40.00	Key Emp Highest	$69,447	$0	$69,447
REBECCA HEBERT SMEDY	BOARD MEMBER	0.50	Director	$0	$0	$0
SHANNON ALEXANDER	MARKETING MANAGER	N/A	Key Emp	$20,775	$0	$20,775

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
2025	$168,227	$185,271	$25,559	$-17,044
2024	$180,928	$169,358	$42,603	$11,570
2023	$203,259	$189,197	$31,033	$14,062

BARRE 2000 AND BEYOND INC