LAKE BURTON CIVIC ASSOC FOUNDATION (EIN 582535553) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Phone

7067545814

Tax Period

2024-01-01 to 2024-12-31

LAKE BURTON CIVIC ASSOC FOUNDATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $326K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $305K left a modest 6% surplus.

Mission

SUPPORT OF VOLUNTEER FIRE DEPTS AND OTHER CHARITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $183,018

Program Service Revenue $0

Investment Income $4,436

Other Revenue $138,398

TOTAL REVENUE $325,852

Expense Breakdown

Grants Paid $273,200

Salaries & Benefits $0

Fundraising Expenses $11,381

Program Expenses $283,920

Other Expenses $31,687

TOTAL EXPENSES $304,887

Year-over-Year Comparison

	2024	2023	Change
Revenue	$325,852	$344,213	-0.1%
Expenses	$304,887	$512,619	-0.4%
Net Income	$20,965	$-168,406	-1.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
TRACY BARRY	TREASURER	10.00	Officer	$0	$0	$0
NANCY BERGER	SECRETARY	5.00	Officer	$0	$0	$0
DAN MARLOW	PRESIDENT	5.00	Officer	$0	$0	$0
ROBIN GUNN PARKER	VICE PRESIDENT	4.00	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
2024	$325,852	$304,887	$917,456	$20,965
2023	$344,213	$512,619	$834,650	$-168,406
2022	$455,801	$197,704	$755,303	$258,097
2021	$83,797	$21,988	$496,825	$61,809
2021	$238,481	$131,559	$437,835	$106,922
2020	$474,520	$198,281	$328,177	$276,239
2020	$445,317	$169,078	$328,177	$276,239
2020	$445,317	$169,078	$328,177	$276,239

LAKE BURTON CIVIC ASSOC FOUNDATION