THE BURKITT FOUNDATION (EIN 746053270) - 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

1962

Legal Domicile

Principal Officer

JOHN P QUINN

Phone

9155334020

Tax Period

2024-01-01 to 2024-12-31

THE BURKITT FOUNDATION, founded in 1962, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 54% operating margin.

Mission

TO RECEIVE AND ADMINISTER PROPERTY ACQUIRED BY GIFT, GRANT, PURCHASE OR OTHERWISE TO PRIMARILY FOSTER AND PROMOTE THE INTERESTS OF CATHOLIC EDUCATIONAL ORGANIZATIONS, PRIMARILY IN THE STATE OF TEXAS AND IN THE SOUTHWESTERN UNITED STATES. THE GOAL IS TO MAKE ANNUAL GRANTS IN THE FOLLOWING AMOUNTS: SIXTY-SIX AND TWO-THIRDS PERCENT (66 2/3%) MADE TO CATHOLIC EDUCATIONAL ORGANIZATIONS AND THIRTY THREE AND ONE-THIRD PERCENT (33 1/3%) MADE TO SUPPORT ORGANIZATIONS FOR CHARITABLE PURPOSES.

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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 $0

Program Service Revenue $0

Investment Income $2,333,631

Other Revenue $1,109,252

TOTAL REVENUE $3,442,883

Expense Breakdown

Grants Paid $1,326,253

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,451,583

Other Expenses $267,996

TOTAL EXPENSES $1,594,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,442,883	$2,772,088	+0.2%
Expenses	$1,594,249	$1,559,445	+0.0%
Net Income	$1,848,634	$1,212,643	+0.5%

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 P QUINN	PRESIDENT	6.00	Officer Director	$0	$0	$0
ELLEN EISENLOHR DORN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JEANNINE B KENNEDY	SECRETARY	2.00	Officer Director	$0	$0	$0
ROSE MICHALEC	TREASURER	2.00	Officer Director	$0	$0	$0
MAUREEN DE LA ROSA	B.O.D. MEMBER	2.00	Director	$0	$0	$0
MARTI WEST	B.O.D. MEMBER	2.00	Director	$0	$0	$0
MARGARITA YOLANDA KIMMEL	B.O.D. MEMBER	2.00	Director	$0	$0	$0
SYLVIA BORUNDA FIRTH	B.O.D. MEMBER	2.00	Director	$0	$0	$0
SHANNON JACQUETTE	B.O.D. MEMBER	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	$3,442,883	$1,594,249	$35,633,715	$1,848,634
2023	$2,772,088	$1,559,445	$34,983,313	$1,212,643
2022	$4,191,582	$1,393,937	$33,920,797	$2,797,645
2021	$3,123,257	$1,151,443	$31,599,967	$1,971,814
2020	$1,749,826	$1,081,150	$26,646,957	$668,676
2019	$2,715,938	$993,875	$25,071,581	$1,722,063
2018	$590,184	$932,898	$19,814,664	$-342,714

THE BURKITT FOUNDATION