BURLINGTON-EDISON ALUMNI FOUNDATION DOLLARS FOR SC (EIN 943199980) - 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

1992

Legal Domicile

Phone

3607550570

Tax Period

2024-01-01 to 2024-12-31

BURLINGTON-EDISON ALUMNI FOUNDATION DOLLARS FOR SC, founded in 1992, is a small nonprofit in the Education sector that reported $508K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $159K, a strong 31% operating margin.

Mission

THE FOUNDATION MANAGES AND ADMINISTERS SCHOLARSHIPS TO GRADUATING HIGH-SCHOOL SENIORS AT BURLINGTON-EDISON HIGH SCHOOL AND FURTHERING EDUCATION FOR GRADUATES.

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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 $360,586

Program Service Revenue $0

Investment Income $147,690

Other Revenue $0

TOTAL REVENUE $508,276

Expense Breakdown

Grants Paid $321,823

Salaries & Benefits $0

Fundraising Expenses $1,247

Program Expenses $321,823

Other Expenses $27,725

TOTAL EXPENSES $349,548

Year-over-Year Comparison

	2024	2023	Change
Revenue	$508,276	$542,807	-0.1%
Expenses	$349,548	$237,370	+0.5%
Net Income	$158,728	$305,437	-0.5%

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

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	Role	Reportable Comp	Other Comp	Total
BARB DAHLSTEDT	DIRECTOR	Director	$0	$0	$0
LINDA JOHNSON	DIRECTOR	Director	$0	$0	$0
DAVID FORSYTHE	VICE PRESIDENT	Director	$0	$0	$0
ROSE HILL	DIRECTOR	Director	$0	$0	$0
SERAFINA LEMOS	DIRECTOR	Director	$0	$0	$0
KARIN PECK	DIRECTOR	Director	$0	$0	$0
BARBARA GURNEY	SECRETARY	Director	$0	$0	$0
HOLLY PETERSON	DIRECTOR	Director	$0	$0	$0
MIKE SARGENT	PRESIDENT	Director	$0	$0	$0
KARA GONZALEZ	TREASURER	Director	$0	$0	$0
SUSAN WRIGHT	DIRECTOR	Director	$0	$0	$0
JANSEN VANDERMEULEN	DIRECTOR	Director	$0	$0	$0
KARIN FOX EICHLER	DIRECTOR	Director	$0	$0	$0
TIM LOVING	DIRECTOR	Director	$0	$0	$0
KELLI OLCOTT KLOSTERMAN	DIRECTOR	Director	$0	$0	$0
PAUL TAYLOR	DIRECTOR	Director	$0	$0	$0
BRIANNA MALDONALDO	DIRECTOR	Director	$0	$0	$0
JAMIE WITTEN	DIRECTOR	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	No data	No data	No data	No data
2024	$508,276	$349,548	$1,934,041	$158,728
2023	$542,807	$237,370	$1,783,893	$305,437
2022	$627,856	$655,579	$1,557,591	$-27,723
2021	$338,340	$157,794	$1,421,208	$180,546
2020	$433,885	$383,319	$1,308,145	$50,566

BURLINGTON-EDISON ALUMNI FOUNDATION DOLLARS FOR SC