BURGESS FOUNDATION (EIN 421188964) - 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

1982

Legal Domicile

Principal Officer

LYNN WOLD

Phone

7124232311

Tax Period

2022-07-01 to 2023-06-30

BURGESS FOUNDATION, founded in 1982, is a small nonprofit in the Health Care sector that reported $220K in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $129K, a strong 59% operating margin.

Mission

FUNDRAISING TO SUPPORT BURGESS HEALTH CENTER.

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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 (2022)

Revenue Breakdown

Contributions & Grants $196,993

Program Service Revenue $0

Investment Income $50,582

Other Revenue $-28,050

TOTAL REVENUE $219,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $87,689

Other Expenses $90,939

TOTAL EXPENSES $90,939

Year-over-Year Comparison

	2022	2021	Change
Revenue	$219,525	$241,083	-0.1%
Expenses	$90,939	$107,520	-0.2%
Net Income	$128,586	$133,563	0.0%

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

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

$700,273

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERI JOHNSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
SUSAN JOHNSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LARAE MCKINVEN	SECRETARY/TREASURER THRU 3/2023	2.00	Officer Director	$0	$0	$0
TAMMY BRAMLEY	DIRECTOR THRU 3/2023	2.00	Director	$0	$0	$0
SCOTT BREKKE	DIRECTOR	2.00	Director	$0	$0	$0
LOU HEWITT	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL WARNER	DIRECTOR	2.00	Director	$0	$0	$0
PHIL MORROW	DIRECTOR	2.00	Director	$0	$0	$0
SAVANNAH HINZE	DIRECTOR	2.00	Director	$0	$0	$0
KATHY WESTERGAARD	DIRECTOR	2.00	Director	$0	$0	$0
PEGGY HANNER	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES PERSINGER	DIRECTOR	2.00	Director	$0	$0	$0
TRANT RODMAN	DIRECTOR	2.00	Director	$0	$0	$0
JOHN WILKER	VP OF FINANCE	1.00	Officer	$0	$47	$176,580
CARL BEHNE	PRESIDENT/CEO - BHC THRU 6/2023	1.00	Officer	$0	$21,165	$296,958
BOBBI JOHNSON	EXECUTIVE DIRECTOR	40.00	Officer	$0	$4,260	$67,480
TERESA BUTLER	INTERM PRESIDENT/CEO - BHC	1.00	Officer	$0	$10,649	$159,255

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$219,525	$90,939	$1,996,894	$128,586
2022	$241,083	$107,520	$1,712,246	$133,563
2021	$166,628	$181,431	$2,012,410	$-14,803
2020	$153,995	$242,431	$1,513,288	$-88,436
2019	$150,211	$543,322	$1,607,490	$-393,111

BURGESS FOUNDATION