WINIFRED MAST BURKE FOUNDATION INC (EIN 133434928) - 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

1915

Legal Domicile

Principal Officer

MARCUS BAKER

Phone

9145972240

Tax Period

2024-01-01 to 2024-12-31

WINIFRED MAST BURKE FOUNDATION INC, founded in 1915, is a community nonprofit in the Health Care sector that reported $5.4M in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. Net assets of $112.3M represent 250 months of operating reserves.

Mission

The Winifred Masterson Burke Foundation's primary exempt purpose is to provide funding to the W.M. Burke Medical Research Institute and fund projects for the Burke Rehab Hospital at the Foundation's board discretion.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,294,141

Other Revenue $103,390

TOTAL REVENUE $5,397,531

Expense Breakdown

Grants Paid $4,500,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,520,000

Other Expenses $889,713

TOTAL EXPENSES $5,389,713

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,397,531	$3,062,472	+0.8%
Expenses	$5,389,713	$5,104,798	+0.1%
Net Income	$7,818	$-2,042,326	-1.0%

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
MARCUS D BAKER	CO-CHAIR	1.00	Officer Director	$0	$0	$0
DONALD E FOLEY	CO-CHAIR	1.00	Officer Director	$0	$0	$0
ANTHONY GIOFFRE III	SECRETARY	1.00	Officer Director	$0	$0	$0
WILFRED FINNEGAN	TREASURER	1.00	Officer Director	$0	$0	$0
JEFFREY COE	TRUSTEE	1.00	Director	$0	$0	$0
NANCY MACKEY LOUDON	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL J DALEY	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER J MC CARTHY	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET KELLER SPERLING	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MC CARTHY	TRUSTEE	1.00	Director	$0	$0	$0
MARY ANN MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD CALIBERTI	TRUSTEE	1.00	Director	$0	$0	$0
ALFONSO L CARNEY JR	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BALDONI	TRUSTEE	1.00	Director	$0	$0	$0
YUKAKO KAWATA	TRUSTEE	1.00	Director	$0	$0	$0
STEVE WATSON	TRUSTEE	1.00	Director	$0	$0	$0
BERNADETTE KINGHAM-BEZ	TRUSTEE	1.00	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
2024	$5,397,531	$5,389,713	$112,494,824	$7,818
2023	$3,062,472	$5,104,798	$104,472,906	$-2,042,326
2022	$8,094,921	$5,040,448	$93,459,778	$3,054,473
2021	$10,283,503	$4,874,941	$118,441,926	$5,408,562
2020	$4,415,426	$4,497,417	$108,596,221	$-81,991
2019	$6,230,875	$4,638,697	$96,727,682	$1,592,178
2018	$4,330,031	$4,682,124	$85,587,938	$-352,093

WINIFRED MAST BURKE FOUNDATION INC