RON BURTON FOUNDATION INC C/O WEALTH ENHANCEMENT GROUP (EIN 043530033) - 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

THOMAS LEE

Phone

6176952100

Tax Period

2021-06-01 to 2022-05-31

RON BURTON FOUNDATION INC C/O WEALTH ENHANCEMENT GROUP, founded in 2000, is a small nonprofit that reported $101K in total revenue in fiscal year 2021. Revenue fell 91% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $55K, a strong 54% operating margin.

Mission

TO PROVIDE SUPPORT TO THE RON BURTON TRAINING VILLAGE, INC., A TAX EXEMPT ENTITY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $100,897

Other Revenue $0

TOTAL REVENUE $100,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $46,328

TOTAL EXPENSES $46,328

Year-over-Year Comparison

	2021	2020	Change
Revenue	$100,897	$1,155,142	-0.9%
Expenses	$46,328	$156,568	-0.7%
Net Income	$54,569	$998,574	-0.9%

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

N/A

Volunteers

N/A

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

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
RON BURTON JR	INTERIM PRES./DIRECTOR/ CLERK	Officer Director	$0	$0	$0
THOMAS LEE	TREASURER/DIRECTOR	Officer Director	$0	$0	$0
JOHN BRISBOIS	DIRECTOR	Director	$0	$0	$0
DR KENNETH ANDERSON	DIRECTOR	Director	$0	$0	$0
STEPHEN BURTON	DIRECTOR	Director	$0	$0	$0
BERNARD FULP	DIRECTOR	Director	$0	$0	$0

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
2022	$100,897	$46,328	$4,053,485	$54,569
2021	$174,526	$156,568	$3,103,187	$17,958
2020	$46,931	$29,949	$2,629,166	$16,982
2019	$104,029	$25,002	$2,549,714	$79,027
2018	$83,333	$108,695	$2,357,352	$-25,362

RON BURTON FOUNDATION INC C/O WEALTH ENHANCEMENT GROUP