JOHN W BARTON FAMILY FOUNDATION (EIN 721494869) - 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

2000

Legal Domicile

Principal Officer

JOHN W BARTON JR

Phone

2253830318

Tax Period

2023-01-01 to 2023-12-31

JOHN W BARTON FAMILY FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $35K in total revenue in fiscal year 2023. Revenue surged 117% from the prior year, signaling strong growth momentum. Expenses of $44K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO ADVANCE CHARITABLE EDUCATION PROGRAMS, SUPPORT HEALTH RELATED ACTIVITIES, CONSERVATION & ENVIRONMENTAL ACTIVITIES & RELIGIOUS ORGANIZATIONS IN THE BATON ROUGE AREA THROUGH GRANTS.

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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 $0

Program Service Revenue $0

Investment Income $23,037

Other Revenue $11,636

TOTAL REVENUE $34,673

Expense Breakdown

Grants Paid $14,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,742

Other Expenses $29,302

TOTAL EXPENSES $43,802

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,673	$15,976	+1.2%
Expenses	$43,802	$70,424	-0.4%
Net Income	$-9,129	$-54,448	-0.8%

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
JOHN W BARTON JR	PRESIDENT	0.20	Officer Director	$0	$0	$0
ANNETTE BARTON	VICE PRESIDENT & SECRETARY	0.20	Officer Director	$0	$0	$0
JOHN W BARTON III	VICE PRESIDENT & TREASURER	0.20	Officer Director	$0	$0	$0
VALERIE WEBRE	ASSISTANT SECRETARY	1.00	Director	$0	$0	$0
JAMES A NUGENT JR	TRUSTEE	0.20	Director	$0	$0	$0
SCOTT SINGLETARY	TRUSTEE	0.20	Director	$0	$0	$0
MALCOLM TUCKER	TRUSTEE	0.20	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	No data	No data	No data	No data
2023	$34,673	$43,802	$519,245	$-9,129
2022	$15,976	$70,424	$528,374	$-54,448
2021	$13,964	$39,863	$582,822	$-25,899
2020	$3,480	$39,394	$608,721	$-35,914
2019	$10,786	$39,284	$644,998	$-28,498
2018	$234,098	$49,307	$676,863	$184,791

JOHN W BARTON FAMILY FOUNDATION