BURLINGTON COMMUNITY FUND LTD

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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

2007

Legal Domicile

Principal Officer

BRAD LOIS

Phone

2627639410

Tax Period

2025-01-01 to 2025-12-31

BURLINGTON COMMUNITY FUND LTD, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $805K in total revenue in fiscal year 2025. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $249K, a strong 31% operating margin.

Mission

RENOVATION OF A COMMUNITY BUILDING AND THE IMPROVEMENT OF THE BURLINGTON COMMUNITY THROUGH INITIATIVES AND PHILANTHROPY.

Program Service Accomplishments

Program 1

Expenses: $516,485

RENOVATION OF A COMMUNITY BUILDING AND THE IMPROVEMENT OF THE BURLINGTON COMMUNITY THROUGH INITIATIVES AND PHILANTHROPY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $357,394

Program Service Revenue $180,000

Investment Income $189,708

Other Revenue $77,648

TOTAL REVENUE $804,750

Expense Breakdown

Grants Paid $363,396

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $516,485

Other Expenses $192,282

TOTAL EXPENSES $555,678

Year-over-Year Comparison

	2025	2024	Change
Revenue	$804,750	$585,274	+0.4%
Expenses	$555,678	$444,183	+0.3%
Net Income	$249,072	$141,091	+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

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
DAVE BARKEI	DIRECTOR	N/A	Director	$0	$0	$0
BRAD LOIS	DIRECTOR-PRE	N/A	Officer Director	$0	$0	$0
LAURIE MILLER	DIRECTOR-TRE	N/A	Officer Director	$0	$0	$0
JEN REESMAN	DIRECTOR-SEC	N/A	Officer Director	$0	$0	$0
JOHN SCHULTZ	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD SLATTERY	DIRECTOR	N/A	Director	$0	$0	$0
JOHN THORNGATE	DIRECTOR	N/A	Director	$0	$0	$0
JOEL WEIS	DIRECTOR	N/A	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	$804,750	$555,678	$9,018,725	$249,072
2024	No data	No data	No data	No data
2023	$358,098	$428,248	$9,296,432	$-70,150
2022	$289,996	$359,064	$8,609,913	$-69,068
2021	$909,762	$327,470	$8,680,925	$582,292
2020	$2,169,849	$233,464	$8,098,634	$1,936,385
2020	$2,135,100	$233,464	$8,098,633	$1,901,636
2020	$2,169,849	$233,464	$8,098,634	$1,936,385
2019	$735,958	$235,700	$6,196,997	$500,258
2018	$661,585	$270,625	$5,696,739	$390,960