BURRIDGE D BUTLER MEMORIAL TRUST OF CHICAGO (EIN 366065694) - 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

1951

Legal Domicile

Principal Officer

JEFFREY E KINTZLER

Phone

2243607686

Tax Period

2024-10-01 to 2025-09-30

BURRIDGE D BUTLER MEMORIAL TRUST OF CHICAGO, founded in 1951, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.3M in total revenue in fiscal year 2024. The organization ran a surplus of $1.6M, a strong 38% operating margin.

Mission

THE BURRIDGE D. BUTLER MEMORIAL TRUST OF CHICAGO IS A TAX-EXEMPT TRUST CREATED IN (SEE SCHEDULE O) 1951 UNDER THE LAST WILL AND TESTAMENT OF BURRIDGE D. BUTLER. THE TRUST IS DEVOTED TO CHARITABLE AND EDUCATIONAL PURPOSES AND IS A TYPE III NON-FUNCTIONALLY INTERGRATED SUPPORTING ORGANIZATION TO THE CHICAGO COMMUNITY TRUST. THE TRUST IS A TOTAL RETURN TRUST. THE DISTRIBUTIONS TO THE CHICAGO COMMUNITY TRUST ARE COMPUTED IN AN AMOUNT EQUAL TO FIVE PERCENT ON A MOVING THREE YEAR AVERAGE OF THE NET FAIR MARKET VALUE OF THE TRUST'S ASSETS FOR EACH OF THE THREE YEARS PRECEDING THE YEAR OF THE CURRENT YEAR DISTRIBUTION BASED ON A FISCAL YEAR.

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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 $0

Program Service Revenue $0

Investment Income $4,270,034

Other Revenue $0

TOTAL REVENUE $4,270,034

Expense Breakdown

Grants Paid $2,121,472

Salaries & Benefits $122,515

Fundraising Expenses $0

Program Expenses $2,121,472

Other Expenses $396,140

TOTAL EXPENSES $2,640,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,270,034	$4,442,901	0.0%
Expenses	$2,640,127	$2,651,123	0.0%
Net Income	$1,629,907	$1,791,778	-0.1%

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

$60,805

Total Directors

$126,541

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA MICHAEL	TRUSTEE	2.00	Director	$21,912	$0	$21,912
MARK COOK	TRUSTEE	2.00	Director	$21,912	$0	$21,912
RICHARD C JOHNSON	TRUSTEE	2.00	Director	$21,912	$0	$21,912
CARL ALBRECHT	SECRETARY	2.00	Officer Director	$28,485	$0	$28,485
JEFFREY E KINTZLER	CHAIRMAN	2.00	Officer Director	$32,320	$0	$32,320

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	$4,270,034	$2,640,127	$46,970,230	$1,629,907
2024	$4,442,901	$2,651,123	$45,948,482	$1,791,778
2023	$2,007,923	$2,655,376	$41,480,202	$-647,453
2022	$2,352,622	$2,740,176	$39,859,615	$-387,554
2021	$4,845,081	$2,619,540	$49,241,149	$2,225,541
2020	$1,333,276	$2,484,397	$42,369,651	$-1,151,121
2019	$1,099,996	$2,042,954	$40,668,419	$-942,958
2018	$4,228,342	$951,160	$42,606,376	$3,277,182

BURRIDGE D BUTLER MEMORIAL TRUST OF CHICAGO