BOWLER-BARTLETT FOUNDATION (EIN 237425858) - 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

1974

Legal Domicile

Principal Officer

MARIA BOYLAN

Phone

6032241909

Tax Period

2023-01-01 to 2023-12-31

BOWLER-BARTLETT FOUNDATION, founded in 1974, is a small nonprofit that reported $127K in total revenue in fiscal year 2023. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 857% operating deficit.

Mission

THE ADVANCEMENT OF THE PRACTICE OF MEDICINE, ENHANCEMENT OF THE QUALITY OF MEDICAL CARE, AND THE

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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 $0

Program Service Revenue $46,800

Investment Income $79,720

Other Revenue $35

TOTAL REVENUE $126,555

Expense Breakdown

Grants Paid $644,493

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,210,739

Other Expenses $566,246

TOTAL EXPENSES $1,210,739

Year-over-Year Comparison

	2023	2022	Change
Revenue	$126,555	$724,084	-0.8%
Expenses	$1,210,739	$610,375	+1.0%
Net Income	$-1,084,184	$113,709	-10.5%

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
JOHN KLUNK	CHAIR	3.00	Director	$0	$0	$0
DR TRAVIS HARKER	TRUSTEE	3.00	Director	$0	$0	$0
JAMES P BARTELS MD	DIRECTOR-AT-	3.00	Director	$0	$0	$0
ERIC Y LOO MD	TRUSTEE	3.00	Director	$0	$0	$0
MARIA BOYLAN	PRESIDENT	3.00	Officer Director	$0	$0	$0
PATRICK HO	PRESIDENT EL	3.00	Director	$0	$0	$0
TESSA LAFORTUNE-GREENBERG	TREASURER	3.00	Director	$0	$0	$0
DANIELLE ALBUSHIES	SECRETARY	3.00	Director	$0	$0	$0
GARY SOBELSON	SPEAKER	3.00	Director	$0	$0	$0
STEPHEN BISHOP	DIRECTOR-AT-	3.00	Director	$0	$0	$0
MELISSA MARTINEZ-ADORNO	DIRECTOR-AT-	3.00	Director	$0	$0	$0
MARIE RAMAS	DIRECTOR-AT-	3.00	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	$126,555	$1,210,739	$1,127,316	$-1,084,184
2022	$724,084	$610,375	$2,104,627	$113,709
2021	$760,289	$230,141	$2,425,261	$530,148
2020	$154,015	$189,583	$1,688,174	$-35,568
2019	$300,226	$202,723	$1,658,291	$97,503

BOWLER-BARTLETT FOUNDATION