BARTON CENTER INC (EIN 340933033) - 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

1962

Legal Domicile

Principal Officer

DONNALD HECKELMOSER

Phone

2165217260

Tax Period

2024-01-01 to 2024-12-31

BARTON CENTER INC, founded in 1962, is a small nonprofit in the Human Services sector that reported $263K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $51K, a strong 19% operating margin.

Mission

TO PROVIDE 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 $175,450

Program Service Revenue $47,875

Investment Income $1

Other Revenue $39,642

TOTAL REVENUE $262,968

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,137

Fundraising Expenses $0

Program Expenses $211,702

Other Expenses $91,565

TOTAL EXPENSES $211,702

Year-over-Year Comparison

	2024	2023	Change
Revenue	$262,968	$338,327	-0.2%
Expenses	$211,702	$159,244	+0.3%
Net Income	$51,266	$179,083	-0.7%

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
JEANINE GERGEL	DIRECTOR	0.25	Director	$0	$0	$0
CARL TYLER	DIRECTOR	0.25	Director	$0	$0	$0
GEOFFREY BLACK	DIRECTOR	0.25	Director	$0	$0	$0
JEFFREY A GRUSENMEYER	DIRECTOR	0.25	Director	$0	$0	$0
MARY SUE MCGORRAY	DIRECTOR	0.25	Director	$0	$0	$0
MARY OSBURN	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
DONNALD HECKELMOSER	CEO	1.00	Officer Director	$0	$0	$0
CHRISTOPHER KLYM	SECRETARY/GENERAL COUNSEL	0.25	Officer Director	$0	$0	$0
DAN HUSAK	TREASURER	0.25	Officer Director	$0	$0	$0
BRITTANY O'CONNOR	DIRECTOR	0.25	Director	$0	$0	$0
ALLISON URBANEK	PRESIDENT	0.25	Officer Director	$0	$0	$0
GEORGE SHIEKH	DIRECTOR	0.25	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	$262,968	$211,702	$162,635	$51,266
2023	$338,327	$159,244	$104,250	$179,083
2022	$200,687	$262,206	$4,688	$-61,519

BARTON CENTER INC