THE HENRY E & NANCY HORTON BARTELS TRUST F/B/O QUINNIPIAC UNIVERSITY

EIN: 061385464 501(c)(3)

HAMDEN, CT

Total Revenue
$93,899
Total Expenses
$79,875
Total Assets
N/A
Net Assets
N/A
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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
1993
Legal Domicile
CT
Principal Officer
JOHN B LOEHMANN
Phone
2032814933
Tax Period
2019-01-01 to 2019-12-31

THE HENRY E & NANCY HORTON BARTELS TRUST F/B/O QUINNIPIAC UNIVERSITY, founded in 1993, is a micro nonprofit that reported $94K in total revenue in fiscal year 2019. Revenue surged 129% from the prior year, signaling strong growth momentum. Expenses of $80K left a modest 15% surplus.

Mission

TO PROVIDE FUNDING TO QUINNIPIAC UNIVERSITY FOR VARIOUS PROGRAMS UNDER THE AUSPICES OF THE UNIVERSITY

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $93,899
Other Revenue $0
TOTAL REVENUE $93,899

Expense Breakdown

Grants Paid $53,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $53,000
Other Expenses $26,875
TOTAL EXPENSES $79,875

Year-over-Year Comparison

2019 2018 Change
Revenue $93,899 $40,938 +1.3%
Expenses $79,875 $69,801 +0.1%
Net Income $14,024 $-28,863 -1.5%
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

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Governance

Voting Members
5
Independent Members
5
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
0
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN B LOEHMANN TRUSTEE 0.30
Director
$0 $0 $0
PHILIP H BARTELS TRUSTEE 0.10
Director
$0 $0 $0
KENNETH G BARTELS TRUSTEE 0.10
Director
$0 $0 $0
MARK S VARHOLAK TRUSTEE 0.10
Director
$0 $0 $0
DONALD J WEINBACH TRUSTEE 0.10
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
2019 $93,899 $79,875 No data $14,024
2018 $40,938 $69,801 $1,101,421 $-28,863
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