BURLINGTON EDUCATIONAL FOUNDATION (EIN 421266807) - 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

1986

Legal Domicile

Phone

3195724647

Tax Period

2024-07-01 to 2025-06-30

BURLINGTON EDUCATIONAL FOUNDATION, founded in 1986, is a small nonprofit that reported $297K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $166K, a strong 56% operating margin.

Mission

SUPPORT OF PUBLIC EDUCATION

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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 $297,394

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $297,394

Expense Breakdown

Grants Paid $130,140

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,140

Other Expenses $908

TOTAL EXPENSES $131,048

Year-over-Year Comparison

	2024	2023	Change
Revenue	$297,394	$498,514	-0.4%
Expenses	$131,048	$104,745	+0.3%
Net Income	$166,346	$393,769	-0.6%

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
EDWARD C WHITHAM	TRUSTEE	1.00	Director	$0	$0	$0
DELLA ARCHER	TRUSTEE	1.00	Director	$0	$0	$0
TONJA BINDER	TRUSTEE	1.00	Director	$0	$0	$0
JERRY PARKS	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT RITSON	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
KRISTIN FRITZ	TRUSTEE	1.00	Director	$0	$0	$0
ANNETTE MOSBACH	TRUSTEE	1.00	Director	$0	$0	$0
DONALD KELLAR	TRUSTEE	1.00	Director	$0	$0	$0
MACK TURNER	TRUSTEE	1.00	Director	$0	$0	$0
JOEL SIEREN	TRUSTEE	1.00	Director	$0	$0	$0
MATT RINKER	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT M OSBOURNE	TREASURER	6.00	Officer Director	$0	$0	$0
JONI JAMES	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA HARTMAN	PRESIDENT	3.00	Officer Director	$0	$0	$0
TIM CRADIC	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLEE BURNETT	TRUSTEE	1.00	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	$297,394	$131,048	$3,001,799	$166,346
2024	$498,514	$104,745	$2,830,503	$393,769
2023	$159,280	$110,193	$2,433,434	$49,087
2022	$200,032	$124,016	$2,371,097	$76,016
2021	$144,355	$130,061	$2,293,131	$14,294
2020	$112,334	$119,242	$2,262,407	$-6,908

BURLINGTON EDUCATIONAL FOUNDATION