BURLINGTON COMMUNITY FUND LTD (EIN 261533139) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

JOEL WEIS

Phone

2627639410

Tax Period

2023-01-01 to 2023-12-31

BURLINGTON COMMUNITY FUND LTD, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $358K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $428K exceeded revenue, resulting in a 20% operating deficit.

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $96,319

Program Service Revenue $180,000

Investment Income $162,814

Other Revenue $-81,035

TOTAL REVENUE $358,098

Expense Breakdown

Grants Paid $245,174

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $428,248

Other Expenses $183,074

TOTAL EXPENSES $428,248

Year-over-Year Comparison

	2023	2022	Change
Revenue	$358,098	$289,996	+0.2%
Expenses	$428,248	$359,064	+0.2%
Net Income	$-70,150	$-69,068	+0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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-SEC	N/A	Officer Director	$0	$0	$0
LAURIE MILLER	DIRECTOR-TRE	N/A	Officer Director	$0	$0	$0
ED NADOLSKI	DIRECTOR-	N/A	Director	$0	$0	$0
KEITH POLLEK	DIRECTOR	N/A	Director	$0	$0	$0
JOHN SCHULTZ	DIRECTOR	N/A	Director	$0	$0	$0
JOHN THORNGATE	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN WANASEK	DIRECTOR	N/A	Director	$0	$0	$0
JOEL WEIS	DIRECTOR-PRE	N/A	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	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	$2,169,849	$233,464	$8,098,634	$1,936,385
2020	$2,135,100	$233,464	$8,098,633	$1,901,636
2019	$735,958	$235,700	$6,196,997	$500,258
2018	$661,585	$270,625	$5,696,739	$390,960

BURLINGTON COMMUNITY FUND LTD