BURLINGTON STEM FOUNDATION INC (EIN 844286982) - 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

Principal Officer

DAVID CARLSON

Phone

3198500556

Tax Period

2024-01-01 to 2024-12-31

BURLINGTON STEM FOUNDATION INC is a small nonprofit in the Science & Technology sector that reported $120K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $29K, a strong 24% operating margin.

Mission

STEM EDUCATION AND OUTREACH

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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 $108,996

Program Service Revenue $0

Investment Income $0

Other Revenue $11,000

TOTAL REVENUE $119,996

Expense Breakdown

Grants Paid $537

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $547

Other Expenses $90,641

TOTAL EXPENSES $91,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,996	$184,007	-0.3%
Expenses	$91,178	$34,392	+1.7%
Net Income	$28,818	$149,615	-0.8%

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

N/A

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
DAVID CARLSON	PRESIDENT	2	Director	$0	$0	$0
MATT SHIVERS	VICE PRES	2	Director	$0	$0	$0
TAMI PLEIN	SECRETARY	2	Director	$0	$0	$0
DAWN HAZELL	TREASURER	2	Director	$0	$0	$0
BECKY ANDERSON	CHAIRPERSON	2		$0	$0	$0
TAMMY MCCOY	CHARIPERSON	2		$0	$0	$0
MIKE COLLENTIN	OFFICER	2		$0	$0	$0
ANN GRIEVES	OFFICER	2		$0	$0	$0
PETER THEISEN	OFFICER	2		$0	$0	$0
CHRIS SEDLACK	OFFICER	2		$0	$0	$0
DEAN VICKSTROM	OFFICER	2		$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	$119,996	$91,178	$189,477	$28,818
2023	$184,007	$34,392	$201,510	$149,615

BURLINGTON STEM FOUNDATION INC