Bartlett Fourth of July Committee NFP (EIN 993247727) - 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

2024

Legal Domicile

Principal Officer

Austin Hopkins

Phone

8478412024

Tax Period

2024-10-01 to 2025-09-30

Bartlett Fourth of July Committee NFP, founded in 2024, is a small nonprofit in the Recreation & Sports sector that reported $355K in total revenue in fiscal year 2023. The organization ran a surplus of $152K, a strong 43% operating margin.

Mission

The organization shall organize and operate a Fourth of July celebration for the residents of the Village of Bartlett and the larger community.

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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 $14,000

Program Service Revenue $192,227

Investment Income $24

Other Revenue $0

TOTAL REVENUE $206,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $27

Program Expenses $193,103

Other Expenses $203,870

TOTAL EXPENSES $203,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,251	$354,865	-0.4%
Expenses	$203,870	$202,823	+0.0%
Net Income	$2,381	$152,042	-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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Austin Hopkins	Chairman	2.00	Officer Director	$0	$0	$0
Valorie Proce	Secretary	2.00	Officer Director	$0	$0	$0
Jenna Rivera	Vice-Chair	2.00	Officer Director	$0	$0	$0
Margaret Bucaro	Treasurer	2.00	Officer 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	$206,251	$203,870	$154,423	$2,381
2024	$354,865	$202,823	$152,042	$152,042

Bartlett Fourth of July Committee NFP