BARTLETT EDUCATION FOUNDATION (EIN 621716392) - 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

1997

Legal Domicile

Principal Officer

TODD RUSTON

Tax Period

2023-01-01 to 2023-12-31

BARTLETT EDUCATION FOUNDATION, founded in 1997, is a micro nonprofit in the Education sector that reported $38K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $55K exceeded revenue, resulting in a 46% operating deficit.

Mission

The Foundation works to raise grant funds to aid in the implementation of programs and educational opportunities

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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 $37,958

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $37,958

Expense Breakdown

Grants Paid $30,160

Salaries & Benefits $21,560

Fundraising Expenses $2,405

Program Expenses $55,390

Other Expenses $3,671

TOTAL EXPENSES $55,391

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,958	$67,657	-0.4%
Expenses	$55,391	$49,075	+0.1%
Net Income	$-17,433	$18,582	-1.9%

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

N/A

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

$18,470

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD RUSTON	PRESIDENT	2.000	Officer	$0	$0	$0
KATHY CARL	VICE PRESIDENT	2.000	Officer	$0	$0	$0
CRANDALL B QUINN	TREASURER	3.000	Officer	$0	$0	$0
SUZANNE GRIFFITH-COLEMAN	SECRETARY	2.000	Officer	$0	$0	$0
JIMME N BLAIR	EXECUTIVE DIRECTOR	20.00	Key Emp	$18,470	$0	$18,470

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	$37,958	$55,391	$58,095	$-17,433
2022	$67,657	$49,075	$76,425	$18,582

BARTLETT EDUCATION FOUNDATION