BARRETT FOUNDATION (EIN 850336208) - 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

1984

Legal Domicile

Phone

5052469244

Tax Period

2024-07-01 to 2025-06-30

BARRETT FOUNDATION, founded in 1984, is a community nonprofit in the Housing & Shelter sector that reported $5.9M in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 20% operating margin.

Mission

TO END HOMELESSNESS FOR WOMEN AND CHILDREN BY PROVIDING SHELTER, HOUSING AND SUPPORTIVE SERVICES.

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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 $5,535,042

Program Service Revenue $194,108

Investment Income $33,553

Other Revenue $153,430

TOTAL REVENUE $5,916,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,475,414

Fundraising Expenses $69,938

Program Expenses $3,904,009

Other Expenses $3,238,280

TOTAL EXPENSES $4,713,694

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,916,133	$3,394,740	+0.7%
Expenses	$4,713,694	$3,690,038	+0.3%
Net Income	$1,202,439	$-295,298	-5.1%

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

150

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

$93,515

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORY LEE	CEO	40.00	Director	$93,515	$0	$93,515
T MICHAEL TRIMM	Director	1.50	Director	$0	$0	$0
CHRIS PECK	Director	1.50	Director	$0	$0	$0
THOMAS WOBBE	Treasurer	1.50	Officer Director	$0	$0	$0
OLIN BROWN	President	1.50	Officer Director	$0	$0	$0
SHELLEY ALONSO MARSDEN	Director	1.50	Director	$0	$0	$0
ALMA ROSA DELGADO	Secretary	1.50	Officer Director	$0	$0	$0
NATALEY QUINTANA	Director	1.50	Director	$0	$0	$0
KELLY STEINGREABER	Director	1.50	Director	$0	$0	$0
BRANDY BRIDGES	Director	1.50	Director	$0	$0	$0
PETER HOWLEY	Director	1.50	Director	$0	$0	$0
RICHARD WOMACK	Director	1.50	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
2025	$5,916,133	$4,713,694	$5,773,765	$1,202,439
2024	$3,394,740	$3,690,038	$4,648,900	$-295,298
2023	$3,307,081	$3,881,876	$5,073,855	$-574,795
2022	$2,028,637	$2,581,673	$5,451,355	$-553,036
2021	$2,165,020	$2,066,642	$5,920,567	$98,378
2020	$1,895,212	$1,632,147	$5,964,636	$263,065

BARRETT FOUNDATION