BURKE RIVER TRAIL ASSOCIATION (EIN 871119362) - 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

2021

Legal Domicile

Principal Officer

BETH HEILE

Phone

8283906870

Tax Period

2024-04-01 to 2025-03-31

BURKE RIVER TRAIL ASSOCIATION, founded in 2021, is a small nonprofit in the Recreation & Sports sector that reported $492K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $320K, a strong 65% operating margin.

Mission

SUPPORT THE PLANNING, DEVELOPMENT AND BUILDING OF THE BURKE RIVER TRAIL, WHICH WILL GENERATE ECONOMIC ACTIVITY, PROVIDE BIKE AND PEDESTRIAN TRANSPORTATION, AND IMPROVE CITIZEN HEALTH IN BURKE COUNTY.

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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 $491,261

Program Service Revenue $0

Investment Income $423

Other Revenue $0

TOTAL REVENUE $491,684

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,443

Fundraising Expenses $0

Program Expenses $136,138

Other Expenses $123,233

TOTAL EXPENSES $171,676

Year-over-Year Comparison

	2024	2023	Change
Revenue	$491,684	$538,136	-0.1%
Expenses	$171,676	$16,615	+9.3%
Net Income	$320,008	$521,521	-0.4%

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

$45,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VAL SCOTT	PRESIDENT	1.00	Officer Director	$0	$0	$0
CARROLL HOYLE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTA PEARSON	TREASURER	1.00	Officer Director	$0	$0	$0
MELINDA WALLRICHS	SECRETARY	1.00	Officer Director	$0	$0	$0
SHELLY GREF	MEMBERS AT LARGE	1.00	Director	$0	$0	$0
MICHAEL LOWTHER	MEMBERS AT LARGE	1.00	Director	$0	$0	$0
MARGARET CURRY	MEMBERS AT LARGE	1.00	Director	$0	$0	$0
RICK JUSTICE	MEMBERS AT LARGE	1.00	Director	$0	$0	$0
DIANE SPEIGLE	MEMBERS AT LARGE	1.00	Director	$0	$0	$0
BETH HEILE	EXECUTIVE DIRECTOR	10.00	Officer	$45,000	$0	$45,000

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	$491,684	$171,676	$842,318	$320,008
2024	$538,136	$16,615	$522,995	$521,521

BURKE RIVER TRAIL ASSOCIATION