BARTKO FOUNDATION (EIN 522388581) - 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

2002

Legal Domicile

Principal Officer

CARL PERKINS

Phone

4123711142

Tax Period

2021-01-01 to 2021-12-31

BARTKO FOUNDATION, founded in 2002, is a small nonprofit in the Human Services sector that reported $182K in total revenue in fiscal year 2021. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $113K, a strong 62% operating margin.

Mission

TO INVEST IN THE SELF-SUFFICIENCY OF SINGLE MINORITY MOTHERS

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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 (2021)

Revenue Breakdown

Contributions & Grants $196,952

Program Service Revenue $0

Investment Income $26

Other Revenue $-14,557

TOTAL REVENUE $182,421

Expense Breakdown

Grants Paid $21,694

Salaries & Benefits $44,715

Fundraising Expenses $6,707

Program Expenses $52,995

Other Expenses $3,465

TOTAL EXPENSES $69,874

Year-over-Year Comparison

	2021	2020	Change
Revenue	$182,421	$134,237	+0.4%
Expenses	$69,874	$77,977	-0.1%
Net Income	$112,547	$56,260	+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

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

Total Directors

$55,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL ELLIS PERKINS	EXECUTIVE DIRECTOR	40.00	Director	$55,000	$0	$55,000
MICHELE BOSSERS	BOARD MEMBER	3.00	Director	$0	$0	$0
JASON BOSSERS	BOARD MEMBER	2.00	Director	$0	$0	$0
HENK BOSSERS	BOARD MEMBER	2.00	Director	$0	$0	$0
NEDRA PERKINS	SECRETARY	4.00	Officer	$0	$0	$0
NATHAN BOSSERS	TREASURER	3.00	Officer	$0	$0	$0
MELANIE GEFERT	CHAIRMAN	5.00	Officer	$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
2021	$182,421	$69,874	$252,002	$112,547

BARTKO FOUNDATION