BARBARA BUSH HOUSTON LITERACY FOUNDATION (EIN 465037878) - 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

2014

Legal Domicile

Principal Officer

JULIE BAKER FINCK

Phone

3462122310

Tax Period

2024-01-01 to 2024-12-31

BARBARA BUSH HOUSTON LITERACY FOUNDATION, founded in 2014, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.3M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $5.2M left a modest 4% surplus.

Mission

THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS DEDICATED TO IMPROVING LIVES AND COMMUNITIES THROUGH THE POWER OF LITERACY.

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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 $5,622,555

Program Service Revenue $0

Investment Income $356,835

Other Revenue $-629,732

TOTAL REVENUE $5,349,658

Expense Breakdown

Grants Paid $783,252

Salaries & Benefits $1,858,684

Fundraising Expenses $561,820

Program Expenses $4,208,799

Other Expenses $2,511,259

TOTAL EXPENSES $5,153,195

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,349,658	$4,475,095	+0.2%
Expenses	$5,153,195	$4,090,918	+0.3%
Net Income	$196,463	$384,177	-0.5%

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

Volunteers

764

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

$359,618

Total Directors

$791,256

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN D MAISLIN	DIRECTOR	0.50	Director	$0	$53,774	$791,256
NEIL BUSH	CHAIR	2.00	Officer Director	$0	$0	$0
GREGORY GARLAND	VICE CHAIR	2.00	Officer Director	$0	$0	$0
PAM WELLS	TREASURER	2.00	Officer Director	$0	$0	$0
TERRI LACY	SECRETARY	2.00	Officer Director	$0	$0	$0
MARIA BUSH	DIRECTOR	2.00	Director	$0	$0	$0
MARTHA CARNES	DIRECTOR	2.00	Director	$0	$0	$0
DAVID JONES	DIRECTOR	2.00	Director	$0	$0	$0
MARK LASHIER	DIRECTOR	2.00	Director	$0	$0	$0
RUTH SIMMONS	DIRECTOR	2.00	Director	$0	$0	$0
JULIET STIPECHE	DIRECTOR	2.00	Director	$0	$0	$0
Y PING SUN	DIRECTOR	2.00	Director	$0	$0	$0
JULIE BAKER FINCK	PRESIDENT/CEO	45.00	Officer	$332,118	$27,500	$359,618
LISA JAKEL	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$145,000	$9,600	$154,600
CINDY PURYEAR CHIEF STRATEGIC	PARTNERSHIPS & PROGRAMS OFFICER	40.00	Highest	$117,540	$18,367	$135,907

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	$5,349,658	$5,153,195	$11,695,901	$196,463
2023	$4,475,095	$4,090,918	$10,823,169	$384,177
2022	$3,437,512	$3,644,942	$9,395,008	$-207,430
2021	$4,314,808	$4,087,309	$10,679,389	$227,499
2020	$3,250,844	$2,682,384	$9,969,702	$568,460
2019	$4,345,448	$3,084,789	$8,455,947	$1,260,659
2018	$4,406,185	$3,164,026	$6,726,180	$1,242,159

BARBARA BUSH HOUSTON LITERACY FOUNDATION