BARRY COMMUNITY FOUNDATION

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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

1995

Legal Domicile

Phone

2699450526

Tax Period

2024-07-01 to 2025-06-30

BARRY COMMUNITY FOUNDATION, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.0M in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.9M, a strong 44% operating margin.

Mission

THE BARRY COMMUNITY FOUNDATION IMPROVES LIVES BY BRIDGING RESOURCES AND FOSTERING COLLABORATION.

Program Service Accomplishments

Program 1

Expenses: $4,075,914

THE FOUNDATION'S EXEMPT PURPOSE IS ACHIEVED THROUGH IDENTIFYING & ADDRESSING CURRENT AND ANTICIPATED COMMUNITY NEEDS, PROVIDING SERVICES TO ASSIST DONORS IN FULFILLING THEIR PHILANTHROPIC INTERESTS...

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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 $6,707,401

Program Service Revenue $0

Investment Income $2,320,272

Other Revenue $0

TOTAL REVENUE $9,027,673

Expense Breakdown

Grants Paid $3,462,335

Salaries & Benefits $523,823

Fundraising Expenses $331,529

Program Expenses $4,075,914

Other Expenses $1,103,491

TOTAL EXPENSES $5,089,649

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,027,673	$5,301,489	+0.7%
Expenses	$5,089,649	$3,829,925	+0.3%
Net Income	$3,938,024	$1,471,564	+1.7%

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

Volunteers

214

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

$236,409

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS STAFFORD	VICE CHAIR	8.0	Officer Director	$0	$0	$0
DEBORAH JACKSON	TREASURER	8.0	Officer Director	$0	$0	$0
DIANE GAERTNER	SECRETARY	8.0	Officer Director	$0	$0	$0
JENNIFER HAYWOOD	CHAIR	8.0	Officer Director	$0	$0	$0
DAVE SOLMES	DIRECTOR	4.0	Director	$0	$0	$0
EVAN LIU	DIRECTOR	1.0	Director	$0	$0	$0
FRED JACOBS	DIRECTOR	4.0	Director	$0	$0	$0
KATHERINE BERTOLINI	DIRECTOR	4.0	Director	$0	$0	$0
KIM NORRIS	DIRECTOR	4.0	Director	$0	$0	$0
KORIN AYERS	DIRECTOR	4.0	Director	$0	$0	$0
MARLEON TENCATE	DIRECTOR	4.0	Director	$0	$0	$0
MICHAEL MCKEOWN	DIRECTOR	4.0	Director	$0	$0	$0
SHANA BUSH	DIRECTOR	4.0	Director	$0	$0	$0
ANNIE HALLE	VICE PRESIDENT OPERATIONS	40.0	Officer	$89,947	$6,994	$96,941
BONNIE GETTYS	PRESIDENT	40.0	Officer	$129,051	$10,417	$139,468

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	$9,027,673	$5,089,649	$64,149,912	$3,938,024
2024	$5,301,489	$3,829,925	$56,406,726	$1,471,564
2023	$3,156,884	$3,254,168	$49,050,326	$-97,284
2022	$5,893,431	$3,347,451	$45,859,995	$2,545,980
2021	$6,275,612	$3,197,989	$51,220,156	$3,077,623
2020	$8,945,855	$3,159,739	$41,744,012	$5,786,116
2019	$4,285,085	$2,533,846	$37,524,713	$1,751,239
2018	$3,749,744	$2,487,078	$35,526,937	$1,262,666