THE RICHARD M BARTLETT JR MEMORIAL FOUNDATION INC (EIN 473959616) - 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

2015

Legal Domicile

Principal Officer

LORING BARTLETT

Phone

2128474333

Tax Period

2023-01-01 to 2023-12-31

THE RICHARD M BARTLETT JR MEMORIAL FOUNDATION INC, founded in 2015, is a micro nonprofit in the Health Care sector that reported $8K in total revenue in fiscal year 2023.

Mission

TO PROVIDE MONETARY SUPPORT TO ENTITIES ENGAGED IN CHARITABLE, EDUCATIONAL OR SCIENTIFIC ACTIVITIEIS RELATED TO PULMONARY HYPERTENSION AND/OR ARTIFICIAL LUNGS ENGAGED IN EXEMPT ACTIVITIES RELATED TO PULMONARY HYPERTENSION AND/OR ARTIFICIAL LUNGS.

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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 $1,500

Program Service Revenue $0

Investment Income $-9,942

Other Revenue $277

TOTAL REVENUE $-8,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-8,165	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	N/A	N/A

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
RICHARD AUBE	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
LORING BARTLETT	PRESIDENT	N/A	Officer Director	$0	$0	$0
DAVID BUTLER	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
TYLER DICKSON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
SEAN HOOVER	VICE PRESIDE	N/A	Officer 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	$-8,165	No data	$2,304,112	No data
2022	$442,783	$64,745	$2,090,128	$378,038
2021	$180,650	$64,344	$1,983,541	$116,306
2020	$-36,378	$59,963	$1,850,159	$-96,341
2019	$194,896	$50,275	$1,727,173	$144,621
2018	$169,238	$51,003	$1,572,219	$118,235

THE RICHARD M BARTLETT JR MEMORIAL FOUNDATION INC