BARTLETT CENTER (EIN 237116216) - 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

1972

Legal Domicile

Principal Officer

LATONYA WILLIAMS

Phone

8162338201

Tax Period

2024-07-01 to 2025-06-30

BARTLETT CENTER, founded in 1972, is a small nonprofit that reported $470K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $734K exceeded revenue, resulting in a 56% operating deficit.

Mission

PROVIDE FAMILIES AND INDIVIDUALS WITH POSITIVE AND INSPIRING RESOURCE PROGRAMS THAT GENERATE PROFITABLE RETURNS FOR THEIR LOCAL COMMUNITY AND GREATER ST. JOSEPH.

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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 $207,649

Program Service Revenue $230,624

Investment Income $31,117

Other Revenue $495

TOTAL REVENUE $469,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $587,924

Fundraising Expenses $15,811

Program Expenses $552,439

Other Expenses $145,941

TOTAL EXPENSES $733,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$469,885	$933,797	-0.5%
Expenses	$733,865	$842,679	-0.1%
Net Income	$-263,980	$91,118	-3.9%

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

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

$53,212

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LATONYA WILLIAMS	EXECUTIVE DIRECTOR	40.00	Officer	$53,212	$0	$53,212
MIKE CAZEL	MEMBER	1.00	Director	$0	$0	$0
GARY WILKINSON	MEMBER	1.00	Director	$0	$0	$0
DWAYNE BLAKLEY	MEMBER	1.00	Director	$0	$0	$0
TAMA JEAN WAGNER	MEMBER	1.00	Director	$0	$0	$0
MICHAEL VEALE	PRESIDENTMEMBER	1.00	Officer Director	$0	$0	$0
JAYNE ROBERTS	VICE PRESIDENTMEMBER	1.00	Officer Director	$0	$0	$0
KIMBERLY SIGNST	SECRETARYMEMBER	1.00	Officer Director	$0	$0	$0
JILL MILLER	TREASURERMEMBER	1.00	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
2025	$469,885	$733,865	$273,469	$-263,980
2024	$933,797	$842,679	$437,627	$91,118
2023	$917,612	$816,374	$454,137	$101,238
2022	$776,812	$536,669	$373,419	$240,143
2021	$360,370	$475,147	$124,635	$-114,777
2020	$404,138	$454,735	$107,568	$-50,597

BARTLETT CENTER