AMOS LEMON BURKHART FOUNDATION (EIN 834447469) - 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

2020

Legal Domicile

Principal Officer

ANN LEMON

Phone

6102237070

Tax Period

2023-01-01 to 2023-12-31

AMOS LEMON BURKHART FOUNDATION, founded in 2020, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $85K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

MENTAL/BEHAVIORAL HEALTH EDUCATION & INTERVENTION

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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 $83,644

Program Service Revenue $0

Investment Income $4

Other Revenue $1,401

TOTAL REVENUE $85,049

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,512

Fundraising Expenses $9,869

Program Expenses $65,891

Other Expenses $64,370

TOTAL EXPENSES $84,882

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,049	$108,311	-0.2%
Expenses	$84,882	$180,805	-0.5%
Net Income	$167	$-72,494	-1.0%

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

$20,000

Total Directors

$20,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN MORGAN LEMON	EXECUTIVE DIRECTOR	40.00	Officer Director	$20,000	$0	$20,000
DANE STEVEN BURKHART	PRESIDENT	20.00	Officer Director	$0	$0	$0
SARA LAUGHLIN	CHAIR	1.00	Officer Director	$0	$0	$0
ELI CAMPBELL	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM WHITE	TREASURER	0.50	Officer Director	$0	$0	$0
JONATHAN HARRIS	BOARD MEMBER	0.50	Director	$0	$0	$0
FRANNKI CORTEZ FUNK	BOARD MEMBER	0.50	Director	$0	$0	$0
JOANNE DUGAN	BOARD MEMBER	0.50	Director	$0	$0	$0
CRYSTAL FOLKES	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN HERRERA	BOARD MEMBER	0.50	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	No data	No data	No data	No data
2023	$85,049	$84,882	$27,676	$167

AMOS LEMON BURKHART FOUNDATION