JIM BURKE EDUCATION FOUNDATION (EIN 770387337) - 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

Legal Domicile

Principal Officer

TROY FRINGER

Phone

6613283601

Tax Period

2023-10-01 to 2024-09-30

JIM BURKE EDUCATION FOUNDATION is a small nonprofit in the Education sector that reported $141K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $121K left a modest 14% surplus.

Mission

TO PROVIDE GRANTS, SCHOLARSHIPS, AND AWARDS TO THE STUDENTS, TEACHERS AND EDUCATIONAL PROGRAMS OF KERN COUNTY.

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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 $39,366

Program Service Revenue $7,000

Investment Income $36,300

Other Revenue $58,065

TOTAL REVENUE $140,731

Expense Breakdown

Grants Paid $74,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,601

Other Expenses $46,742

TOTAL EXPENSES $120,842

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,731	$124,438	+0.1%
Expenses	$120,842	$106,844	+0.1%
Net Income	$19,889	$17,594	+0.1%

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

N/A

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
MATT BILLINGS	VICE PRESIDE	N/A	Officer	$0	$0	$0
TROY FRINGER	TREASURER	N/A	Officer	$0	$0	$0
CINDY MEEK	PRESIDENT	N/A	Officer	$0	$0	$0
MARIA TORETTA	SECRETARY	N/A	Officer	$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	$140,731	$120,842	$1,698,915	$19,889
2023	$124,438	$106,844	$1,330,064	$17,594
2022	$127,582	$98,048	$1,202,451	$29,534
2021	$111,446	$66,696	$1,472,917	$44,750
2020	$110,473	$81,900	$1,192,514	$28,573
2019	$104,645	$57,919	$1,088,028	$46,726

JIM BURKE EDUCATION FOUNDATION