BUTTERFIELD TRAIL VILLAGE FOUNDATION (EIN 716122573) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

KIM MOORE

Phone

4796958056

Tax Period

2023-01-01 to 2023-12-31

BUTTERFIELD TRAIL VILLAGE FOUNDATION, founded in 1984, is a small nonprofit that reported $105K in total revenue in fiscal year 2018. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $136K exceeded revenue, resulting in a 29% operating deficit.

Mission

PROVIDE FINANCIAL AND PROGRAM SUPPORT TO THE SERVICES AND ACTIVITIES OF BUTTERFIELD TRAIL VILLAGE, INC. A 501(C)(3) ORGANIZATION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $493,912

Program Service Revenue $0

Investment Income $16,648

Other Revenue $0

TOTAL REVENUE $510,560

Expense Breakdown

Grants Paid $260,578

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $642,321

Other Expenses $403,960

TOTAL EXPENSES $664,538

Year-over-Year Comparison

	2023	2022	Change
Revenue	$510,560	$417,582	+0.2%
Expenses	$664,538	$52,678	+11.6%
Net Income	$-153,978	$364,904	-1.4%

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

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

$362,879

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTY SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD HUDSON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE OLSEN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
SALLY KING	DIRECTOR	1.00	Director	$0	$0	$0
HUGH KINCAID	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA PRICHARD	PRESIDENT	1.00	Officer Director	$0	$0	$0
LEWIS EPLEY	DIRECTOR (TERM ENDED)	1.00	Director	$0	$0	$0
BETH VAUGHAN-WROBEL	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK CULVER	DIRECTOR	1.00	Director	$0	$0	$0
DALE GREEN	DIRECTOR	1.00	Director	$0	$0	$0
QUINTIN TRAMMELL	CEO (TERM ENDED 7/23)	1.00	Officer	$0	$3,387	$138,462
KIM MOORE	CFO	1.00	Officer	$0	$4,451	$140,518
JACK MITCHELL	INTERIM CEO	1.00	Officer	$0	$169	$83,899
JOE PERME	FACILITIES DIRECTOR	1.00	Highest	$0	$8,256	$132,915
KELLY SYER	DIRECTOR OF MARKETING	1.00	Highest	$0	$7,789	$123,404
PATRICIA POERTNER	DIRECTOR OF RESIDENCES SRVC	1.00	Highest	$0	$3,233	$107,939

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	No data	No data	No data	No data
2023	$510,560	$664,538	$817,541	$-153,978
2022	$417,582	$52,678	$928,110	$364,904
2021	$169,471	$65,791	$648,228	$103,680
2020	$130,986	$109,715	$515,708	$21,271
2019	$91,214	$27,826	$462,803	$63,388
2018	$104,691	$135,544	$364,040	$-30,853

BUTTERFIELD TRAIL VILLAGE FOUNDATION