COMMUNITY FOUNDATION OF BURKE COUNTY (EIN 562170220) - 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

1998

Legal Domicile

Principal Officer

JOHN BOUNOUS

Phone

8284377105

Tax Period

2025-01-01 to 2025-12-31

COMMUNITY FOUNDATION OF BURKE COUNTY, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.9M in total revenue in fiscal year 2025. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.2M, a strong 61% operating margin.

Mission

TO ENCOURAGE, DEVELOP, AND PARTICIPATE IN PHILANTHROPY BY PROVIDING FLEXIBLE GIVING OPPORTUNITIES, PROFESSIONAL SUPPORT, AND RESPONSIBLE STEWARDSHIP FOR THE BENEFIT OF DONORS AND QUALIFIED RECIPIENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,866,719

Program Service Revenue $0

Investment Income $2,075,892

Other Revenue $66

TOTAL REVENUE $6,942,677

Expense Breakdown

Grants Paid $2,062,197

Salaries & Benefits $333,122

Fundraising Expenses $66,385

Program Expenses $2,508,966

Other Expenses $327,831

TOTAL EXPENSES $2,723,150

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,942,677	$11,231,906	-0.4%
Expenses	$2,723,150	$2,905,594	-0.1%
Net Income	$4,219,527	$8,326,312	-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

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

$143,406

Total Directors

$24,067

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORDAN GREENE	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD L DEAUGUSTINIS	DIRECTOR	1.00	Director	$0	$0	$0
KELLE B HUFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN M HEILMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS T BRITTAIN	DIRECTOR	1.00	Director	$0	$0	$0
AMY KINCAID	DIRECTOR	1.00	Director	$0	$0	$0
ERIN KIZER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID A PARKER	DIRECTOR	1.00	Director	$0	$0	$0
SARA MOSES	DIRECTOR	1.00	Director	$0	$0	$0
DAVID R WIESE	DIRECTOR	1.00	Director	$0	$0	$0
J MARK ROSTAN	SECRETARY	1.00	Officer Director	$0	$0	$0
SERINA T HINSON	TREASURER	1.00	Officer Director	$0	$0	$0
NAOMI W HUNT	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
JJ DAVID FLETCHER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BARBARA J WETSIG-LYNAM	PRESIDENT & CEO	40.00	Officer Director	$23,150	$917	$24,067
JJ MUSGROVE	FORMER PRESIDENT	40.00	Officer	$111,159	$8,180	$119,339

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
2025	$6,942,677	$2,723,150	$63,961,192	$4,219,527
2024	$11,231,906	$2,905,594	$54,368,312	$8,326,312
2023	$6,221,936	$2,796,529	$42,800,062	$3,425,407
2022	$14,279,176	$1,583,757	$38,303,499	$12,695,419
2021	$2,775,716	$1,489,416	$31,730,782	$1,286,300
2020	$3,500,937	$1,812,866	$27,585,879	$1,688,071
2019	$2,520,096	$1,763,759	$23,993,684	$756,337
2018	$2,272,961	$1,213,542	$20,044,257	$1,059,419

COMMUNITY FOUNDATION OF BURKE COUNTY