JAMIE BARWICK HILLS & DALES FOUNDATION (EIN 421462844) - 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

1996

Legal Domicile

Principal Officer

KEITH SINDBERG

Phone

5635567878

Tax Period

2023-07-01 to 2024-06-30

JAMIE BARWICK HILLS & DALES FOUNDATION, founded in 1996, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.6M, a strong 97% operating margin.

Mission

TO PROVIDE SUPPORT & INFORMATION TO MENTALLY & PHYSICALLY DISABLED PERSONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,153,760

Program Service Revenue $0

Investment Income $363,111

Other Revenue $114,701

TOTAL REVENUE $1,631,572

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $3,472

Fundraising Expenses $7,118

Program Expenses $2,000

Other Expenses $49,223

TOTAL EXPENSES $54,695

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,631,572	$1,392,376	+0.2%
Expenses	$54,695	$43,615	+0.3%
Net Income	$1,576,877	$1,348,761	+0.2%

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
GARY DOLPHIN	DIRECTOR	1.00	Director	$0	$0	$0
TOM FLOGEL	PAST PRESIDENT	1.00	Director	$0	$0	$0
BRIAN KANE	DIRECTOR	1.00	Director	$0	$0	$0
ROB MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
TONY PFOHL	DIRECTOR	1.00	Director	$0	$0	$0
JAN POWERS	DIRECTOR	1.00	Director	$0	$0	$0
WENDY SCARDINO	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE SCHRAMM	DIRECTOR	1.00	Director	$0	$0	$0
MIKE RUDEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CRAIG SCHAEFER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
KEITH SINDBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
JACOB MESCHER	EXECUTIVE DIRECTOR	40.00	Highest	$0	$11,040	$170,743

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	$1,631,572	$54,695	$12,099,461	$1,576,877
2023	$1,392,376	$43,615	$9,929,614	$1,348,761
2022	$776,170	$43,254	$8,254,709	$732,916
2021	$693,159	$38,116	$6,472,178	$655,043
2020	$555,416	$34,452	$4,918,020	$520,964
2019	$535,195	$29,170	$4,357,114	$506,025
2018	$449,356	$27,757	$3,772,852	$421,599

JAMIE BARWICK HILLS & DALES FOUNDATION