THE BURRELL FOUNDATION (EIN 843059846) - 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

2019

Legal Domicile

Principal Officer

E PAUL BASHA

Phone

8036844248

Tax Period

2020-01-01 to 2020-12-31

THE BURRELL FOUNDATION, founded in 2019, is a micro nonprofit in the Community Improvement sector that reported $22K in total revenue in fiscal year 2020. The organization ran a surplus of $17K, a strong 78% operating margin.

Mission

HE BURRELL FOUNDATION WORKS TO CREATE A BETTER QUALITY OF LIFE FOR COMMUNITY MEMBERS LIVING IN YORK ELECTRIC COOPERATIVES SERVICE TERRITORIES: YORK, CHESTER, CHEROKEE AND LANCASTER COUNTIES. STARTED IN THE MEMORY OF MR. DICK BURRELL, A FORMER TRUSTEE FOR YORK ELECTRIC COOPERATIVE, THE GOALS OF THE FOUNDATION ARE TO HONOR HIS LEGACY OF FOSTERING HOPE, GENEROSITY AND BLESSINGS TO ALL OF THOSE AROUND HIM.

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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 (2020)

Revenue Breakdown

Contributions & Grants $21,617

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $21,617

Expense Breakdown

Grants Paid $2,700

Salaries & Benefits $0

Fundraising Expenses $695

Program Expenses $4,043

Other Expenses $2,038

TOTAL EXPENSES $4,738

Year-over-Year Comparison

	2020	2019	Change
Revenue	$21,617	N/A	N/A
Expenses	$4,738	N/A	N/A
Net Income	$16,879	N/A	N/A

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
E PAUL BASHA	CHAIRMAN	2.00	Officer Director	$0	$0	$0
KIM BLACK	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN BOYD	VICE CHAIRMA	2.00	Officer Director	$0	$0	$0
JOHN ELLIOTT	TRUSTEE	1.00	Director	$0	$0	$0
NATASHA RAMSEY	SECRETARY/TR	2.00	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
2020	$21,617	$4,738	$16,879	$16,879

THE BURRELL FOUNDATION