BURLINGTON ROUTE HISTORICAL SOCIETY

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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

1979

Legal Domicile

Phone

6309702916

Tax Period

2024-09-01 to 2025-08-31

BURLINGTON ROUTE HISTORICAL SOCIETY, founded in 1979, is a small nonprofit that reported $290K in total revenue in fiscal year 2024. The organization ran a surplus of $177K, a strong 61% operating margin.

Mission

COLLECT & PRESERVE DATA RELATED TO THE CB&Q RAILROAD

Program Service Accomplishments

Program 1

Expenses: $49,774 Revenue: $16,639

LOCATE GATHER AND PUBLISH INFORMATION RELATED TO THE CHICAGO, BURLINGTON & QUINCY RAILROAD & ITS PREDECESSORS FOR THE INFORMATION & THE BENEFIT OF MEMBERS & OTHERS.

Program 2

Expenses: $27,178 Revenue: $28,596

TO CREATE AND PROMOTE FELLOWSHIP THROUGH MEETINGS.

Program 3

Expenses: $2,378 Revenue: $1,743

PRESERVE THE HISTORY OF THE CHICAGO, BURLINGTON AND QUINCY, COLORADO AND SOUTHERN, AND FORT WORTH AND DENVER CITY RAILROADS AND THEIR PREDECESSORS.

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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 $228,562

Program Service Revenue $49,050

Investment Income $12,100

Other Revenue $0

TOTAL REVENUE $289,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,330

Other Expenses $112,450

TOTAL EXPENSES $112,450

Year-over-Year Comparison

	2024	2023	Change
Revenue	$289,712	N/A	N/A
Expenses	$112,450	N/A	N/A
Net Income	$177,262	N/A	N/A

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
TOM WHITT	PRES DIRECTOR	4.00	Officer Director	$0	$0	$0
GREG KOON	VP DIRECTOR	1.00	Officer Director	$0	$0	$0
BILL JELINEK	SEC DIRECTOR	1.00	Officer Director	$0	$0	$0
DAN HOLLIS	VP DIRECTOR	3.00	Officer Director	$0	$0	$0
LEO PHILLIPP	VP DIRECTOR	2.00	Officer Director	$0	$0	$0
JIM SINGER	VP DIRECTOR	5.00	Officer Director	$0	$0	$0
DAVE LOTZ	EDITOR DIRECTOR	5.00	Officer Director	$0	$0	$0
TERRY ULRICH	Vice President	1.00	Officer	$0	$0	$0
BILL HIRT	Treasurer	5.00	Officer	$0	$0	$0
F HOL WAGNER	EDITOR EMERITUS	0.00	Officer	$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	$289,712	$112,450	$642,573	$177,262