IBTTA FOUNDATION (EIN 208809804) - 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

2007

Legal Domicile

Principal Officer

PATRICK JONES

Phone

2026594620

Tax Period

2023-01-01 to 2023-12-31

IBTTA FOUNDATION, founded in 2007, is a small nonprofit in the Education sector that reported $297K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $51K, a strong 17% operating margin.

Mission

TO PROVIDE ADVANCED EDUCATION AND TRAINING TO PROFESSIONALS IN THE TOLL INDUSTRY ON THE MANY ASPECTS OF DESIGNING, BUILDING, OPERATING AND MAINTAINING A USER-FINANCED TRANSPORTATION FACILITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $135,750

Program Service Revenue $162,750

Investment Income $4,151

Other Revenue $-5,458

TOTAL REVENUE $297,193

Expense Breakdown

Grants Paid $34,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $231,810

Other Expenses $211,562

TOTAL EXPENSES $246,312

Year-over-Year Comparison

	2023	2022	Change
Revenue	$297,193	$254,488	+0.2%
Expenses	$246,312	$231,432	+0.1%
Net Income	$50,881	$23,056	+1.2%

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

$538,557

Total Directors

$538,557

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK JONES	SECRETARY - FOUND. CEO & ED-IBTTA	2.00	Officer Director	$0	$69,046	$538,557
JAMES WILSON	CHAIR	2.00	Officer Director	$0	$0	$0
LARRY BANKERT	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE BLANCO	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE CHRISTOPHER	DIRECTOR	2.00	Director	$0	$0	$0
GREGORY LE FROIS	DIRECTOR	2.00	Director	$0	$0	$0
TYLER MILLIGAN	DIRECTOR	2.00	Director	$0	$0	$0
FRAN O'CONNOR	DIRECTOR	2.00	Director	$0	$0	$0
DAVID ANDALCIO	DIRECTOR	2.00	Director	$0	$0	$0
PATTY RUBSTELLO	DIRECTOR	2.00	Director	$0	$0	$0
JEFF WEISS	DIRECTOR	2.00	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	No data	No data	No data	No data
2023	$297,193	$246,312	$268,821	$50,881
2022	$254,488	$231,432	$214,851	$23,056
2021	$32,358	$62,488	$179,821	$-30,130
2020	$147,679	$178,073	$147,238	$-30,394
2019	$205,921	$184,531	$302,398	$21,390
2018	$213,543	$186,377	$246,409	$27,166

IBTTA FOUNDATION