The Bryce Harlow Foundation (EIN 521266620) - 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

1982

Legal Domicile

Principal Officer

BARBARA FACULJAK

Phone

2026547812

Tax Period

2023-01-01 to 2023-12-31

The Bryce Harlow Foundation, founded in 1982, is a small nonprofit that reported $741K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $630K left a modest 15% surplus.

Mission

The foundation is dedicated to enhancing the quality of professional advocacy and increasing the understanding of its essential role in the development of sound public policy.

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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 $771,628

Program Service Revenue $0

Investment Income $75,691

Other Revenue $-106,549

TOTAL REVENUE $740,770

Expense Breakdown

Grants Paid $242,500

Salaries & Benefits $252,750

Fundraising Expenses $101,705

Program Expenses $403,808

Other Expenses $135,177

TOTAL EXPENSES $630,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$740,770	$636,087	+0.2%
Expenses	$630,427	$484,738	+0.3%
Net Income	$110,343	$151,349	-0.3%

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
HEIDI BROCK	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE CALDEIRA	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI DENHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
GENNA GENT	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE KORSMO	BOARD MEMBER	1.00	Director	$0	$0	$0
DANNY DIAZ	BOARD MEMBER	1.00	Director	$0	$0	$0
KIRK BLALOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE KIELY	BOARD MEMBER	1.00	Director	$0	$0	$0
KARIS GUTTER	BOARD MEMBER	1.00	Director	$0	$0	$0
ALISON BODOR	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANCIS CREIGHTON	TREASURER	1.00	Officer Director	$0	$0	$0
LINDA BAUER DARR	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY LEAMOND	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY DICKENS	BOARD MEMBER	1.00	Director	$0	$0	$0
TONYA MUSE	BOARD MEMBER	1.00	Director	$0	$0	$0
ORSON PORTER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER LEAHY	BOARD MEMBER	1.00	Director	$0	$0	$0
ISAAC REYES	BOARD MEMBER	1.00	Director	$0	$0	$0
GEOFF FREEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN TAYLOR	VISE CHAIR	1.00	Officer Director	$0	$0	$0
STEPHANIE TOMASSO	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID WOODRUFF	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH REICHERTS	CHAIR	1.00	Officer Director	$0	$0	$0
MIKE WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
FREDERICK HUMPHRIES JR	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN HARBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN KNUTSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA FACULJAK	PRESIDENT	36.00	Officer Director	$0	$0	$0
HEATHER MCHUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI REILLY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY BETH STANTON	BOARD MEMBER	1.00	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	$740,770	$630,427	$2,624,240	$110,343
2022	$636,087	$484,738	$2,346,224	$151,349
2021	$732,481	$529,108	$2,605,249	$203,373
2020	$534,568	$445,744	$2,390,202	$88,824
2019	$495,938	$449,286	$2,109,817	$46,652
2018	$574,794	$467,555	$1,805,995	$107,239

The Bryce Harlow Foundation