BARNETT GORDON J MEM FDN TA

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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

1974

Legal Domicile

Principal Officer

JENNIFER AVERETTE

Phone

4072374500

Tax Period

2024-07-01 to 2025-06-30

BARNETT GORDON J MEM FDN TA, founded in 1974, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $161K in total revenue in fiscal year 2024. Revenue surged 534% from the prior year, signaling strong growth momentum. Expenses of $153K left a modest 5% surplus.

Mission

THE TRUST WAS ESTABLISHED FOR RELIGIOUS, CHARITABLE, SCIENTIFIC LITERARY, AND EDUCATIONAL PURPOSES OR THE PREVENTION OF CRUELY TO CHILDREN OR ANIMALS

Program Service Accomplishments

Program 1

Expenses: $137,708

GRANTS TO SUPPORTING ORGANIZATIONS IN ACCORDANCE WITH THE TRUST DOCUMENT

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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 $161,447

Other Revenue $0

TOTAL REVENUE $161,447

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $25,416

Fundraising Expenses $0

Program Expenses $137,708

Other Expenses $2,811

TOTAL EXPENSES $153,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,447	$25,448	+5.3%
Expenses	$153,227	$151,099	+0.0%
Net Income	$8,220	$-125,651	-1.1%

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

N/A

Employees

N/A

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
N/A	TRUSTEE	1.0		$25,415	$0	$25,415

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	$161,447	$153,227	$2,328,328	$8,220
2024	$25,448	$151,099	$2,318,318	$-125,651
2023	$69,780	$149,846	$2,446,745	$-80,066
2022	$257,876	$156,607	$2,527,683	$101,269
2021	$310,478	$152,873	$2,426,563	$157,605
2019	$69,321	$151,263	$2,373,859	$-81,942