THE BOURKE FAMILY FOUNDATION (EIN 611652068) - 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

2011

Legal Domicile

Principal Officer

THICH V PHUNG

Phone

9492618098

Tax Period

2024-01-01 to 2024-12-31

THE BOURKE FAMILY FOUNDATION, founded in 2011, is a small nonprofit in the International Affairs sector that reported $217K in total revenue in fiscal year 2024. Revenue surged 87% from the prior year, signaling strong growth momentum. Expenses of $188K left a modest 13% surplus.

Mission

PROVIDING SOLAR LIGHT TO PROMOTE LITERACY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $208,526

Program Service Revenue $8,624

Investment Income $0

Other Revenue $0

TOTAL REVENUE $217,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $85,183

Program Expenses $77,844

Other Expenses $187,921

TOTAL EXPENSES $187,921

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,150	$116,144	+0.9%
Expenses	$187,921	$81,934	+1.3%
Net Income	$29,229	$34,210	-0.1%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDMOND BOURKE	CEO	5.00	Officer	$0	$0	$0
THIC VAN PHUNG	CFO	2.00	Officer	$0	$0	$0
JEFF LOCHNER	SECRETARY	5.00	Officer	$0	$0	$0
LARRY GATES	DIRECTOR	5.00	Director	$0	$0	$0
JIM BALDOVIN	DIRECTOR	5.00	Director	$0	$0	$0
BRIDGID BOURKE	CHAIRPERSON OF THE BOARD	15.00	Director	$0	$0	$0
MICK CHARLES	DIRECTOR	5.00	Director	$0	$0	$0
JAY SPATA	DIRECTOR	2.00	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	$217,150	$187,921	$162,966	$29,229
2022	$118,410	$121,975	$111,022	$-3,565
2021	$137,479	$31,700	No data	$105,779
2020	$89,045	$87,602	$8,797	$1,443

THE BOURKE FAMILY FOUNDATION