BARTON CENTER MEMORIAL FOUNDATION (EIN 237244782) - 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

1966

Legal Domicile

Principal Officer

DONNALD HECKELMOSER

Phone

2165217260

Tax Period

2024-01-01 to 2024-12-31

BARTON CENTER MEMORIAL FOUNDATION, founded in 1966, is a micro nonprofit that reported $25K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $32K exceeded revenue, resulting in a 29% operating deficit.

Mission

TO PROVIDE FUNDING FOR BARTON CENTER FOR SOCIAL, EDUCATIONAL, RECREATIONAL, AND HEALTH-RELATED ACTIVITIES, CLASSES, PROGRAMS, AND SERVICES TO ENRICH THE QUALITY OF LIFE FOR PEOPLE AGE 55 AND OLDER

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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 $24,849

Other Revenue $0

TOTAL REVENUE $24,849

Expense Breakdown

Grants Paid $15,620

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,158

Other Expenses $16,538

TOTAL EXPENSES $32,158

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,849	$35,734	-0.3%
Expenses	$32,158	$80,413	-0.6%
Net Income	$-7,309	$-44,679	-0.8%

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
JEFF GRUSENMEYER	DIRECTOR	0.25	Director	$0	$0	$0
MARY SUE MCGORRAY	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTOPHER KLYM	SECRETARY	0.25	Officer Director	$0	$0	$0
DONNALD J HECKELMOSER	CEO	1.00	Officer Director	$0	$0	$0
JEANINE GERGEL	DIRECTOR	0.25	Director	$0	$0	$0
MARY OSBURN	DIRECTOR	0.25	Director	$0	$0	$0
CARL V TYLER	DIRECTOR	0.25	Director	$0	$0	$0
GEOFFREY BLACK	DIRECTOR	0.25	Director	$0	$0	$0
MARIDELL L COUTURE	DIRECTOR	0.25	Director	$0	$0	$0
JUSTIN HEIN	DIRECTOR	0.25	Director	$0	$0	$0
LIBBY MCGRAW	DIRECTOR	0.25	Director	$0	$0	$0
GEORGE R GRAHAM	DIRECTOR	0.25	Director	$0	$0	$0
WILL COSTELLO	DIRECTOR	0.25	Director	$0	$0	$0
BRITTANY O'CONNOR	DIRECTOR	0.25	Director	$0	$0	$0
GEORGE SHIEKH	DIRECTOR	0.25	Director	$0	$0	$0
DAN HUSAK	TREASURER	0.25	Officer Director	$0	$0	$0
ALLISON URBANEK	PRESIDENT	0.25	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
2024	$24,849	$32,158	$1,014,223	$-7,309
2023	$35,734	$80,413	$1,002,441	$-44,679
2022	$18,831	$17,152	$1,040,731	$1,679
2021	$18,092	$14,261	$1,102,016	$3,831
2020	$11,670	$16,077	$883,305	$-4,407
2019	$15,053	$13,119	$818,834	$1,934
2018	$14,159	$13,517	$905,776	$642

BARTON CENTER MEMORIAL FOUNDATION