BURCHAM HILLS FOUNDATION (EIN 383443746) - 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

1998

Legal Domicile

Principal Officer

LESA SMITH

Phone

5173518377

Tax Period

2024-07-01 to 2025-06-30

BURCHAM HILLS FOUNDATION, founded in 1998, is a small nonprofit in the Housing & Shelter sector that reported $348K in total revenue in fiscal year 2024. Revenue surged 77% from the prior year, signaling strong growth momentum. Net assets of $934K represent 32 months of operating reserves.

Mission

TO SUPPLEMENT, ASSIST AND AID BURCHAM HILLS RETIREMENT CENTER II IN PROVIDING AFFORDABLE CARE.

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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 $380,119

Program Service Revenue $0

Investment Income $0

Other Revenue $-32,307

TOTAL REVENUE $347,812

Expense Breakdown

Grants Paid $174,641

Salaries & Benefits $0

Fundraising Expenses $158

Program Expenses $349,470

Other Expenses $199,909

TOTAL EXPENSES $374,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$347,812	$196,851	+0.8%
Expenses	$374,550	$240,164	+0.6%
Net Income	$-26,738	$-43,313	-0.4%

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
ADAM GREEN	DIRECTOR	0.40	Director	$0	$0	$0
JIM LITTLE	DIRECTOR	0.40	Director	$0	$0	$0
LEA AMMERMAN	DIRECTOR	0.50	Director	$0	$0	$0
PATRICIA DEROSE	DIRECTOR	0.40	Director	$0	$0	$0
CAROL GIACOLETTO	SECRETARY	0.50	Officer Director	$0	$0	$0
CHUCK HILLARY	TREASURER	0.50	Officer Director	$0	$0	$0
NANCY HANFORD	RECORDING SECRETARY	0.40	Officer Director	$0	$0	$0
TOM HAMP	PRESIDENT	0.50	Officer Director	$0	$0	$0
LISA CUMMINS	EXECUTIVE DIRECTOR	0.40	Officer Director	$0	$0	$0
LESA SMITH	FOUNDATION DIRECTOR	0.40	Officer 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
2025	$347,812	$374,550	$936,084	$-26,738
2024	$196,851	$240,164	$910,140	$-43,313
2023	$191,439	$162,163	$887,169	$29,276
2022	$71,667	$84,952	$825,516	$-13,285
2021	$363,223	$89,801	$944,558	$273,422
2020	$85,304	$133,050	$575,274	$-47,746
2019	$267,098	$119,534	$640,524	$147,564
2018	$130,331	$132,875	$501,548	$-2,544

BURCHAM HILLS FOUNDATION