PT BARNUM FOUNDATION INC

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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

1975

Legal Domicile

Principal Officer

TERRY O'CONNOR

Phone

2033678495

Tax Period

2024-10-01 to 2025-09-30

PT BARNUM FOUNDATION INC, founded in 1975, is a small nonprofit that reported $553K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $517K left a modest 7% surplus.

Mission

CELEBRATE P.T. BARNUM IN THE GREATER BRIDGEPORT AREA AND COORDINATE THE ANNUAL WING DING STREET PARADE FOR CHILDREN

Program Service Accomplishments

Program 1

Expenses: $276,166 Revenue: $171,837

PARADE AND EVENTS ATTENDED BY 60,000 PEOPLE IN THE BRIDGEPORT AREA CELEBRATING THE INDEPENDENCE OF THE COUNTRY AND THE SPIRIT OF P.T. BARNUM

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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 $363,763

Program Service Revenue $171,837

Investment Income $17,899

Other Revenue $0

TOTAL REVENUE $553,499

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,796

Fundraising Expenses $0

Program Expenses $276,166

Other Expenses $396,997

TOTAL EXPENSES $516,793

Year-over-Year Comparison

	2024	2023	Change
Revenue	$553,499	$585,973	-0.1%
Expenses	$516,793	$550,900	-0.1%
Net Income	$36,706	$35,073	+0.0%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY O'CONNOR	PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORGE ESTRADA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS MCCARTHY	TREASURER	1.00	Officer Director	$0	$0	$0
CHARLES CARROLL	SECRETARY	1.00	Officer Director	$0	$0	$0
PEGGY GNANT	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL PAOLETTI	TRUSTEE	1.00	Director	$0	$0	$0
LORRAINE GIBBONS	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM MCBRIDE	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE ZWALLY	TRUSTEE	1.00	Director	$0	$0	$0
NICHOLAS D'ADDARIO	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
2025	$553,499	$516,793	$1,053,421	$36,706
2024	$585,973	$550,900	$979,471	$35,073
2023	$592,769	$545,578	$855,192	$47,191
2022	$258,377	$306,767	$783,565	$-48,390
2021	$239,527	$162,933	$912,684	$76,594
2020	$148,677	$132,062	$819,961	$16,615
2019	$427,926	$416,669	$730,599	$11,257
2018	$541,689	$450,825	$712,351	$90,864