THE BURTON FOUNDATION (EIN 363839126) - 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

1992

Legal Domicile

Principal Officer

TRACEY MANNING

Phone

6309387625

Tax Period

2024-01-01 to 2024-12-31

THE BURTON FOUNDATION, founded in 1992, is a small nonprofit in the Unknown sector that reported $907K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $804K left a modest 11% surplus.

Mission

Relief for the poor and distressed through providing grants, assistance and low interest loans to the poor for housing and health needs, and fostering of low-income housing through participation in low-income housing tax

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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 $5,000

Program Service Revenue $341,761

Investment Income $559,995

Other Revenue $60

TOTAL REVENUE $906,816

Expense Breakdown

Grants Paid $52,050

Salaries & Benefits $331,174

Fundraising Expenses $0

Program Expenses $762,472

Other Expenses $420,785

TOTAL EXPENSES $804,009

Year-over-Year Comparison

	2024	2023	Change
Revenue	$906,816	$2,097,023	-0.6%
Expenses	$804,009	$739,225	+0.1%
Net Income	$102,807	$1,357,798	-0.9%

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

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

$200,696

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACEY MANNING	President	40.00	Officer	$200,696	$0	$200,696
CATHY JACOBY	Director	40.00	Director	$0	$0	$0
TIM MINCH	Director	1.00	Director	$0	$0	$0
BETH FIORINI	Secretary	1.00	Officer	$0	$0	$0
CAROLINE TORRES	Treasurer	1.00	Officer	$0	$0	$0
DESMARIE TANNER	Chairman	1.00	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
2024	$906,816	$804,009	$14,960,945	$102,807
2023	$2,097,023	$739,225	$14,923,227	$1,357,798
2022	$2,030,488	$1,097,536	$13,510,153	$932,952
2021	$843,344	$742,328	$11,901,867	$101,016
2020	$1,616,113	$1,248,368	$11,044,681	$367,745
2019	$2,061,122	$2,682,934	$9,071,319	$-621,812
2018	$661,564	$552,256	$8,998,568	$109,308

THE BURTON FOUNDATION