BURNEY-FALL RIVER EDUCATION FNDN

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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

1992

Legal Domicile

Principal Officer

LINDA C CARPENTER

Phone

5302005670

Tax Period

2023-01-01 to 2023-12-31

BURNEY-FALL RIVER EDUCATION FNDN, founded in 1992, is a small nonprofit in the Environment sector that reported $167K in total revenue in fiscal year 2023. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 54% operating margin.

Mission

THE FOUNDATION STRIVES TO INCREASE EDUCATIONAL OPPORTUNITIES IN THE BURNEY-FALL RIVER AREA. THE FOUNDATION SERVES AS A CUSTODIAN FOR TWELVE LOCAL SCHOLARSHIP FUNDS. THE FOUNDATION ALSO PROVIDES GRANTS TO LOCAL SCHOOLS TO ENABLE THEM TO OFFER PROGRAMS NOT OTHERWISE AVAILABLE.

Program Service Accomplishments

Program 1

Expenses: $22,481

THE FOUNDATION OFFERS SCHOLARSHIPS TO GRADUATING STUDENTS AND GRANTS TO TEACHERS OF THE FALL RIVER JOINT UNIFIED SCHOOL DISTRICT.

Program 2

Expenses: $42,500

THE FOUNDATION ACTS AS A CUSTODIAN FOR TWELVE LOCAL SCHOLARSHIP FUNDS. INDEPENDENT COMMITTEES SELECT QUALIFIED LOCAL STUDENTS TO RECEIVE SCHOLARSHIPS FOR COLLEGE TUITION.

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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 $24,055

Program Service Revenue $0

Investment Income $143,437

Other Revenue $0

TOTAL REVENUE $167,492

Expense Breakdown

Grants Paid $64,981

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,981

Other Expenses $12,465

TOTAL EXPENSES $77,446

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,492	$86,552	+0.9%
Expenses	$77,446	$67,792	+0.1%
Net Income	$90,046	$18,760	+3.8%

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

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
LINDA C CARPENTER	FINANCIAL OF	N/A	Officer Director	$0	$0	$0
KAREN CHURNEY	DIRECTOR	N/A	Director	$0	$0	$0
ARLEEN EARNEST	SECRETARY	N/A	Officer Director	$0	$0	$0
DONNA HAMILTON	DIRECTOR	N/A	Director	$0	$0	$0
GREG HAWKINS	PRESIDENT	N/A	Officer Director	$0	$0	$0
STEFANIE KNOCH JACOBSON	DIRECTOR	N/A	Director	$0	$0	$0
MARIE WIMER PARKS	DIRECTOR	N/A	Director	$0	$0	$0
BARBARA SUGAYA-JONES	VP GRANTS	N/A	Officer Director	$0	$0	$0
JEANNE UTTERBACK	VP SCHOLARSH	N/A	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$167,492	$77,446	$1,847,970	$90,046
2022	$86,552	$67,792	$1,748,198	$18,760
2021	$47,813	$94,154	$1,865,457	$-46,341
2020	$55,076	$54,656	$1,775,089	$420
2019	$141,861	$139,436	$1,760,468	$2,425