Bartow Education Foundation Inc (EIN 043673036) - 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

2001

Legal Domicile

Tax Period

2020-07-01 to 2021-06-30

Bartow Education Foundation Inc, founded in 2001, is a small nonprofit in the Education sector that reported $133K in total revenue in fiscal year 2020. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29K, a strong 22% operating margin.

Mission

To assist the Bartow County Schools to provide better quality education for students through grants to the separate schools. Also, to provide college scholarships to deserving students.

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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 (2020)

Revenue Breakdown

Contributions & Grants $133,359

Program Service Revenue $0

Investment Income $24

Other Revenue $0

TOTAL REVENUE $133,383

Expense Breakdown

Grants Paid $103,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $103,550

Other Expenses $335

TOTAL EXPENSES $103,885

Year-over-Year Comparison

	2020	2019	Change
Revenue	$133,383	$101,491	+0.3%
Expenses	$103,885	$117,913	-0.1%
Net Income	$29,498	$-16,422	-2.8%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Avis King	Director	1.00	Director	$0	$0	$0
Roger Maier	Director	1.00	Director	$0	$0	$0
Adena Harper	Director	1.00	Director	$0	$0	$0
Johnette Dawson	Director	1.00	Director	$0	$0	$0
Janice Gordon	Director	1.00	Director	$0	$0	$0
Maury McDonnell	Director	1.00	Director	$0	$0	$0
Herschel Wisebram	Director	1.00	Director	$0	$0	$0
Dr John Harper	Ex-Officio Member	1.00	Director	$0	$0	$0
Orlando Wilson	Director	1.00	Director	$0	$0	$0
Ernestine Young-Jones	Director	1.00	Director	$0	$0	$0
Tony Suber	Director	1.00	Director	$0	$0	$0
Sandy Taylor	Treasurer	1.00	Director	$0	$0	$0
Larry Holt	Parliamentarian	1.00	Director	$0	$0	$0
Anthia Mcstatt-Santini	Secretary	1.00	Director	$0	$0	$0
Olen Suire	President	1.00	Director	$0	$0	$0
Wayne Moore	Vice President	1.00	Director	$0	$0	$0
Dan Clark	Director	1.00	Director	$0	$0	$0
Nadine Croft	Director	1.00	Director	$0	$0	$0
Wanda Cagle Gray	Director	1.00	Director	$0	$0	$0
Kay Barron	Director	1.00	Director	$0	$0	$0
Marijon Battles	Director	1.00	Director	$0	$0	$0
Dot Frasier-Hall	Executive Director	20.00	Officer 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
2021	$133,383	$103,885	$46,906	$29,498
2020	$101,491	$117,913	$42,283	$-16,422
2019	$141,100	$143,139	$58,705	$-2,039

Bartow Education Foundation Inc