BELLWETHER LEAGUE FOUNDATION

EIN: 854070607 501(c)(3) Public & Societal Benefit

SCHAUMBURG, IL

Total Revenue
$65,493
Total Expenses
$99,582
Total Assets
$150,993
Net Assets
$150,993
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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
2021
Principal Officer
RICK DANA BARLOW
Phone
8474667425
Tax Period
2023-01-01 to 2023-12-31

BELLWETHER LEAGUE FOUNDATION, founded in 2021, is a small nonprofit in the Public & Societal Benefit sector that reported $298K in total revenue in fiscal year 2021. The organization ran a surplus of $202K, a strong 68% operating margin.

Mission

HEALTHCARE EDUCATION RECOGNITION

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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 (2023)

Revenue Breakdown

Contributions & Grants $50,952
Program Service Revenue $14,541
Investment Income $0
Other Revenue $0
TOTAL REVENUE $65,493

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $99,582
Other Expenses $99,582
TOTAL EXPENSES $99,582

Year-over-Year Comparison

2023 2022 Change
Revenue $65,493 $83,098 -0.2%
Expenses $99,582 $100,167 0.0%
Net Income $-34,089 $-17,069 +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

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Governance

Voting Members
3
Independent Members
3
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
1
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICK DANA BARLOW CO FOUNDER/T N/A
Officer Director
$0 $0 $0
JAMIE C KOWALSKI CO FOUNDER/S N/A
$0 $0 $0
DEBORAH TEMPLETON CHAIRMAN N/A
$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 No data No data No data No data
2024 No data No data No data No data
2023 $65,493 $99,582 $150,993 $-34,089
2022 $83,098 $100,167 $185,082 $-17,069
2021 $297,749 $95,598 $202,151 $202,151
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