BARTON INSTITUTE FOR COMMUNITY ACTION

EIN: 834295300 501(c)(3) Philanthropy & Grantmaking

DENVER, CO

Total Revenue
$5,030,662
Total Expenses
$5,799,027
Total Assets
$14,092,698
Net Assets
$13,225,698
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
CO
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.

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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%)

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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

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Governance

Voting Members
7
Independent Members
7
Employees
7
Volunteers
7

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
4
$681,125
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
2
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
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