Experience Burlington Inc (EIN 396077255) - 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

2023

Legal Domicile

Principal Officer

Stephen Quist

Phone

2627636044

Tax Period

2024-01-01 to 2024-12-31

Experience Burlington Inc, founded in 2023, is a small nonprofit that reported $406K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 15% operating margin.

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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 $158,429

Program Service Revenue $189,146

Investment Income $0

Other Revenue $58,287

TOTAL REVENUE $405,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $174,231

Fundraising Expenses $83,102

Program Expenses $191,173

Other Expenses $169,601

TOTAL EXPENSES $343,832

Year-over-Year Comparison

	2024	2023	Change
Revenue	$405,862	$292,599	+0.4%
Expenses	$343,832	$352,168	0.0%
Net Income	$62,030	$-59,569	-2.0%

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

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
MT Boyle	Executive Director	40.00	Highest	$97,000	$0	$97,000
Wendy Lynch	VP MarketingTourism	0.50	Director	$0	$0	$0
Melissa Smith	VP Business Development	0.50	Director	$0	$0	$0
Bernard Peterson	Director at Large	0.25	Director	$0	$0	$0
Ty Faust	Director at Large	0.25	Director	$0	$0	$0
Jeffrey Erickson	Director at Large	0.25	Director	$0	$0	$0
Jeff Van Lysal	Director at Large	0.25	Director	$0	$0	$0
Becky McClelland	Director at Large	0.25	Director	$0	$0	$0
Ania Horner	Director at Large	0.25	Director	$0	$0	$0
Andrew Naber	Director at Large	0.25	Director	$0	$0	$0
Sarah Sullivan	Director at Large	0.25	Director	$0	$0	$0
Lisa Garlock	Director at Large	0.25	Director	$0	$0	$0
Jill Oelslager	Director at Large	0.25	Director	$0	$0	$0
Stephen Quist	President	0.50	Officer	$0	$0	$0
Beth Reetz	President Elect	0.50	Officer	$0	$0	$0
Allie Zusan	Past President	0.50	Officer	$0	$0	$0
Karl McKillip	Secretary	0.50	Officer	$0	$0	$0
Barb Bakshis	Treasurer	0.50	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	$405,862	$343,832	$136,048	$62,030
2023	$292,599	$352,168	$67,877	$-59,569
2022	$302,059	$293,221	$129,046	$8,838
2021	$314,055	$280,566	$171,526	$33,489
2020	$306,379	$336,411	$137,536	$-30,032
2019	$368,532	$352,044	$165,283	$16,488
2018	$362,945	$351,669	$149,031	$11,276

Experience Burlington Inc