BARTON ACADEMY FOUNDATION (EIN 460858069) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

SCHLEY RUTHERFORD

Phone

2514348498

Tax Period

2023-01-01 to 2023-12-31

Barton Academy Foundation, founded in 2013, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2018. Revenue surged 2202% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 92% operating margin.

Mission

TO ASSIST THE MOBILE COUNTY PUBLIC SCHOOL SYSTEM IN THE PRESERVATION AND RESTORATION OF BARTON ACADEMY AND THE SURROUNDING CAMPUS, AND TO ENCOURAGE THE CONTINUED USE AS A FACILITY DEDICATED TO ITS HISTORIC EDUCATIONAL MISSION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,032

Program Service Revenue $0

Investment Income $166,690

Other Revenue $1

TOTAL REVENUE $171,723

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,500

Program Expenses $59,726

Other Expenses $91,568

TOTAL EXPENSES $91,568

Year-over-Year Comparison

	2023	2022	Change
Revenue	$171,723	$2,564,221	-0.9%
Expenses	$91,568	$416,920	-0.8%
Net Income	$80,155	$2,147,301	-1.0%

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

N/A

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
JAIME BETGEZE	BOARD MEMBER	2.00	Director	$0	$0	$0
R ALLAN GUSTIN	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
KAREN OUTLAW ATCHISON	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN S RUTHERFORD JR	FIRST VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
MARTHA PEEK	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH P STEVENS	PRESIDENT	5.00	Officer Director	$0	$0	$0
DR CAROLYN LEE TAYLOR	BOARD MEMBER	2.00	Director	$0	$0	$0
IRVIN GRODSKY	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN D PEEBLES	BOARD MEMBER	2.00	Director	$0	$0	$0
GERI MOULTON	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHEN CARTER	SECOND VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRESAL D THREADGILL	BOARD MEMBER	2.00	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
2024	No data	No data	No data	No data
2023	$171,723	$91,568	$11,304,366	$80,155
2022	$2,564,221	$416,920	$11,202,408	$2,147,301
2021	$240,217	$586,980	$9,655,267	$-346,763
2020	$4,047,695	$242,030	$10,202,968	$3,805,665
2019	$985,083	$1,854	$3,340,416	$983,229
2018	$1,177,981	$99,147	$2,068,875	$1,078,834

BARTON ACADEMY FOUNDATION