BARTON INSTITUTE FOR COMMUNITY ACT… - Form 990 Financial Data

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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

2019

Legal Domicile

Principal Officer

DAVID MILLER

Phone

7207104029

Tax Period

2024-01-01 to 2024-12-31

BARTON INSTITUTE FOR COMMUNITY ACTION, founded in 2019, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.0M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $5.8M exceeded revenue, resulting in a 15% operating deficit.

Mission

THE BARTON INSTITUTE SUPPORTS LEADERS AND THEIR COMMUNITIES WHO ARE WORKING TO DEVELOP AND FOSTER PLACES FOR OPPORTUNITY, CONNECTION, AND BELONGING IN METRO DENVER.

Program Service Accomplishments

Program 1

Expenses: $2,134,259

COMMUN WORKS IN SOUTHWEST DENVER TO BUILD COMMUNITY RESILIENCE THROUGH RELATIONSHIPS AND PROGRAMS THAT CENTER COMMUNITY VOICE, CULTIVATE A SENSE OF BELONGING, AND REALIZE EQUITY. COMMUN'S PROGRAMS...

COMMUN WORKS IN SOUTHWEST DENVER TO BUILD COMMUNITY RESILIENCE THROUGH RELATIONSHIPS AND PROGRAMS THAT CENTER COMMUNITY VOICE, CULTIVATE A SENSE OF BELONGING, AND REALIZE EQUITY. COMMUN'S PROGRAMS ARE CHOSEN, DESIGNED, AND LED BY THOSE MOST IMPACTED BY THE ISSUES. COMMUN VALUES LIVED EXPERIENCE AS EXPERTISE, WORKING TOGETHER WITH COMMUNITY TO DEVELOP PROGRAMS AND SPACES THAT MEET ITS COMMUNITY'S MOST PRESSING NEEDS.

Program 2

Expenses: $1,235,757 Revenue: $210,960

THE BARTON INSTITUTE SUPPORTS LEADERS AND THEIR COMMUNITIES WHO ARE WORKING TO DEVELOP AND FOSTER PLACES FOR OPPORTUNITY, CONNECTION, AND BELONGING IN METRO DENVER.

Program 3

Expenses: $946,529

THE VILLAGE INSTITUTE IS A HOLISTIC FAMILY SUPPORT CENTER FOR REFUGEE AND IMMIGRANT FAMILIES IN NORTHWEST AURORA. THIS MODEL COMBINES HOUSING, LANGUAGE LEARNING, CHILDCARE, JOB READINESS WORKSHOPS...

THE VILLAGE INSTITUTE IS A HOLISTIC FAMILY SUPPORT CENTER FOR REFUGEE AND IMMIGRANT FAMILIES IN NORTHWEST AURORA. THIS MODEL COMBINES HOUSING, LANGUAGE LEARNING, CHILDCARE, JOB READINESS WORKSHOPS, AND MENTAL HEALTH SERVICES TO ACHIEVE THE VILLAGE INSTITUTE'S MISSION TO CULTIVATE A MULTIGENERATIONAL ECOSYSTEM THAT UPLIFTS THE POWER OF REFUGEE AND IMMIGRANT FAMILIES AND BRINGS THEM CLOSER TO THEIR NEIGHBORS. THE BARTON INSTITUTE IS THE FISCAL SPONSOR FOR THE VILLAGE INSITUTE.

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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 $3,909,646

Program Service Revenue $210,960

Investment Income $900,803

Other Revenue $9,253

TOTAL REVENUE $5,030,662

Expense Breakdown

Grants Paid $3,741,796

Salaries & Benefits $1,290,060

Fundraising Expenses $48,616

Program Expenses $4,977,553

Other Expenses $767,171

TOTAL EXPENSES $5,799,027

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,030,662	$4,480,905	+0.1%
Expenses	$5,799,027	$5,589,691	+0.0%
Net Income	$-768,365	$-1,108,786	-0.3%

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

Volunteers

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

$681,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA BARTON	PRESIDENT	10.00	Officer Director	$0	$0	$0
ANGELA COBIAN	MEMBER	1.00	Director	$0	$0	$0
TOM GOUGEON	MEMBER	1.00	Director	$0	$0	$0
KENZO KAWANABE	MEMBER	1.00	Director	$0	$0	$0
DEAN PRINA	MEMBER	1.00	Director	$0	$0	$0
JAMES ROY	MEMBER	1.00	Director	$0	$0	$0
AMBER VALDEZ	MEMBER	1.00	Director	$0	$0	$0
DAVID MILLER	CEO/SECRETARY	55.00	Officer	$239,815	$17,345	$257,160
REBECCA ARNO	TREASURER/COO	55.00	Officer	$145,963	$16,003	$161,966
DANIEL LEE	CFO	55.00	Officer	$225,198	$36,801	$261,999
JENNIFER CORZINE	CONTROLLER	55.00	Highest	$154,518	$8,942	$163,460
HEIDI VOSEKAS	DIRECTOR OF OPERATIONS	55.00	Highest	$126,385	$10,863	$137,248

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	$5,030,662	$5,799,027	$14,092,698	$-768,365
2023	$4,480,905	$5,589,691	$14,072,015	$-1,108,786
2022	$5,939,332	$19,292,544	$15,071,754	$-13,353,212
2021	$16,322,072	$3,850,016	$34,619,921	$12,472,056
2020	$5,288,723	$2,424,457	$15,996,836	$2,864,266
2019	$11,557,241	$93,510	$11,706,573	$11,463,731

BARTON INSTITUTE FOR COMMUNITY ACTION