BLAKE BORTLES FOUNDATION INC (EIN 813767414) - 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

2016

Legal Domicile

Principal Officer

SUZY BORTLES

Phone

6462482479

Tax Period

2024-01-01 to 2024-12-31

BLAKE BORTLES FOUNDATION INC, founded in 2016, is a micro nonprofit in the Human Services sector that reported $32K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring.

Mission

SUPPORT INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL CHALLENGES IN THEIR PURSUIT OF FULL,INDEPENDENT LIVES. SUPPORT FIRST RESPONDERS WITH THE GOAL OF IMPROVING THEIR ABILITY TO SAFELY CARRY OUT THEIR VITAL LIFESAVING WORK.

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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 $31,225

Program Service Revenue $0

Investment Income $530

Other Revenue $0

TOTAL REVENUE $31,755

Expense Breakdown

Grants Paid $14,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,441

Other Expenses $18,941

TOTAL EXPENSES $33,441

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,755	$66,296	-0.5%
Expenses	$33,441	$42,360	-0.2%
Net Income	$-1,686	$23,936	-1.1%

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

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
SUZY BORTLES	PRESIDENT	10.00	Officer	$0	$0	$0
ROB BORTLES	VICE PRESIDENT	4.00	Officer	$0	$0	$0
JOHN RICHARDSON	TREASURER	1.00	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
2024	No data	No data	No data	No data
2024	$31,755	$33,441	$49,493	$-1,686
2023	$66,296	$42,360	$75,114	$23,936
2022	$9,167	$63,016	$51,178	$-53,849
2021	$50,378	$70,149	$105,027	$-19,771
2020	$56,498	$39,289	$124,798	$17,209
2019	$127,551	$119,708	$107,589	$7,843
2018	$216,110	$172,842	$99,746	$43,268

BLAKE BORTLES FOUNDATION INC