THE BARTELS FOUNDATION (EIN 823603570) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

KARLA BARTELS BAER

Phone

5406722878

Tax Period

2024-01-01 to 2024-12-31

THE BARTELS FOUNDATION, founded in 2017, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $17K in total revenue in fiscal year 2020. Expenses of $37K exceeded revenue, resulting in a 116% operating deficit.

Mission

THE ORGANIZATION OPERATES A PUBLIC LEARNING CENTER TO FACILITATE, DEVELOP, AND PROPAGATE WAYS OF ENJOYING THE BENEFITS OF MUSIC AND MUSIC MAKING IN GROUPS OF ALL SIZES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,755

Program Service Revenue $0

Investment Income $118,739

Other Revenue $0

TOTAL REVENUE $124,494

Expense Breakdown

Grants Paid $120

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,120

Other Expenses $42,516

TOTAL EXPENSES $42,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,494	$45,444	+1.7%
Expenses	$42,636	$50,709	-0.2%
Net Income	$81,858	$-5,265	-16.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
KARLA BARTELS BAER	PRESIDENT	2.00	Officer Director	$0	$0	$0
LYLE SANFORD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
EDWARD HARVEY	OFFICER	2.00	Officer Director	$0	$0	$0
CARMON JENKINS	SECRETARY	0.00	Officer 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	$124,494	$42,636	$1,043,978	$81,858
2023	$45,444	$50,709	$1,221,974	$-5,265
2022	$49,292	$48,107	$1,093,553	$1,185
2021	$181,791	$36,917	$1,325,093	$144,874
2020	$17,022	$36,815	$1,180,219	$-19,793

THE BARTELS FOUNDATION