Burrell Foundation (EIN 431467704) - 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

2003

Legal Domicile

Phone

4177615000

Tax Period

2023-07-01 to 2024-06-30

Burrell Foundation, founded in 2003, is a small nonprofit in the Mental Health sector that reported $261K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $531K exceeded revenue, resulting in a 104% operating deficit.

Mission

BURRELL FOUNDATION SUPPORTS THE ADVANCEMENT OF BEHAVIORAL HEALTH AND INSPIRES HOPE IN OUR COMMUNITIES THROUGH CONNECTION, ADVOCACY AND PHILANTHROPY.

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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 $259,614

Program Service Revenue $0

Investment Income $0

Other Revenue $939

TOTAL REVENUE $260,553

Expense Breakdown

Grants Paid $140,000

Salaries & Benefits $173,239

Fundraising Expenses $4,119

Program Expenses $475,273

Other Expenses $217,672

TOTAL EXPENSES $530,911

Year-over-Year Comparison

	2023	2022	Change
Revenue	$260,553	$184,287	+0.4%
Expenses	$530,911	$372,745	+0.4%
Net Income	$-270,358	$-188,458	+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

$5,317,121

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HAL HIGDON	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
NICK SANDERS	CHAIR	1.0	Officer Director	$0	$0	$0
SANDRA KINSEY	VICE CHAIR	1.0	Officer Director	$0	$0	$0
ALEX HENSON	DIRECTOR	1.0	Director	$0	$0	$0
BROOKE O'REILLY	DIRECTOR	1.0	Director	$0	$0	$0
HARRY CHAPIN	DIRECTOR	1.0	Director	$0	$0	$0
KRISI SCHELL	DIRECTOR	1.0	Director	$0	$0	$0
PAUL WILLIAMS	DIRECTOR	1.0	Director	$0	$0	$0
PHYLLIS WOLFRAM	DIRECTOR	1.0	Director	$0	$0	$0
STACYE SMITH	DIRECTOR	1.0	Director	$0	$0	$0
STEVE EDWARDS	DIRECTOR	1.0	Director	$0	$0	$0
TONIANN RICHARD	DIRECTOR	1.0	Director	$0	$0	$0
WELDON WEBB	DIRECTOR	1.0	Director	$0	$0	$0
ADAM ANDREASSEN	CHIEF OPERATING OFFICER END 11/23	1.0	Officer	$0	$74,033	$412,503
ANDREW SCHWEND	CHIEF STRATEGY OFFICER	1.0	Officer	$0	$107,165	$435,885
CJ DAVIS	PRESIDENT AND CEO	1.0	Officer	$0	$260,425	$1,153,472
GARIMA SINGH	CHIEF MEDICAL OFFICER	1.0	Officer	$0	$26,914	$531,362
JENNIFER GAGNON	CHIEF FINANCIAL OFFICER	1.0	Officer	$0	$128,739	$568,258
MICHAEL SCHWEND	PRESIDENT AND CEO - PFH	1.0	Officer	$0	$447,765	$1,276,468
STACEY HUDSON	CHIEF HUMAN RESOURCES OFFICER	1.0	Officer	$0	$101,254	$397,742
THOMAS WEBER	CHIEF ADMINISTRATIVE OFFICER	1.0	Officer	$0	$124,173	$541,431

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	$260,553	$530,911	$69,162	$-270,358

Burrell Foundation