HISTORIC BURKE FOUNDATION INC

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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

Robert Patton

Phone

8284374104

Tax Period

2023-01-01 to 2023-12-31

HISTORIC BURKE FOUNDATION INC, founded in 1982, is a micro nonprofit that reported $66K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $15K, a strong 23% operating margin.

Mission

Historic Burke Foundation promotes knowledge of local culture and history through educational programming and historic site preservation.

Program Service Accomplishments

Program 1

Expenses: $4,380

Historic Burke County Courthouse

Program 2

Expenses: $8,343

Quaker Meadows Cemetery

Program 3

Expenses: $23,419

Captain Charles McDowell Jr House

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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 $44,679

Program Service Revenue $0

Investment Income $9,064

Other Revenue $11,973

TOTAL REVENUE $65,716

Expense Breakdown

Grants Paid $0

Salaries & Benefits $619

Fundraising Expenses $0

Program Expenses $38,151

Other Expenses $50,171

TOTAL EXPENSES $50,790

Year-over-Year Comparison

	2023	2022	Change
Revenue	$65,716	$59,188	+0.1%
Expenses	$50,790	$57,869	-0.1%
Net Income	$14,926	$1,319	+10.3%

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

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
Debbie Bradley	Treasurer	20.00	Director	$0	$0	$0
Linda Lindsey	President	30.00	Director	$0	$0	$0
Beth Spahn	Secretary	15.00	Director	$0	$0	$0
Robert Patton	Vice President	20.00		$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
2023	$65,716	$50,790	$557,783	$14,926
2022	$59,188	$57,869	$514,745	$1,319
2021	$34,397	$24,636	$552,261	$9,761
2020	$37,462	$26,195	$519,001	$11,267
2019	$222,760	$87,560	$494,449	$135,200