MOUNTAIN BROOK HOMESTEAD FOUNDATION

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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

2002

Legal Domicile

Principal Officer

SANDRA HARVEY

Phone

4067564571

Tax Period

2020-01-01 to 2020-12-31

MOUNTAIN BROOK HOMESTEAD FOUNDATION, founded in 2002, is a small nonprofit in the Education sector that reported $315K in total revenue in fiscal year 2020. Revenue surged 7621% from the prior year, signaling strong growth momentum. The organization ran a surplus of $302K, a strong 96% operating margin.

Mission

TO MAINTAIN AND DEVELOP THE OLD MOUNTAIN BROOK SCHOOL CAMPUS, INCLUDING COMMUNITY LIBRARY, CHILDREN'S PROGRAMS, AND LOCAL PLAYGROUND, AS A HISTORIC SITE AND COMMUNITY CENTER.

Program Service Accomplishments

Program 1

Expenses: $12,832 Revenue: $1,336

THE MOUNTAIN BROOK COMMUNITY LIBRARY PROVIDES FREE PUBLIC ACCESS TO BOOKS, 3 COMPUTERS, AND MEETING SPACES TO LOCAL COMMUNITY GROUPS. UNFORTUNETLY THE LIBRARY WAS CLOSED HALF THE YEAR 2020 DUE TO THE...

Program 2

CHILDREN'S PROGRAMS WERE CANCELED IN 2020 DUE TO THE GLOBAL COVID PANDEMIC.

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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 (2020)

Revenue Breakdown

Contributions & Grants $313,150

Program Service Revenue $1,336

Investment Income $0

Other Revenue $60

TOTAL REVENUE $314,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,832

Other Expenses $12,832

TOTAL EXPENSES $12,832

Year-over-Year Comparison

	2020	2019	Change
Revenue	$314,546	$4,074	+76.2%
Expenses	$12,832	$5,628	+1.3%
Net Income	$301,714	$-1,554	-195.2%

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
SANDRA HARVEY	TREASURER	4.00	Officer Director	$0	$0	$0
JERYL HOLLINGER	PRESIDENT	2.00	Officer Director	$0	$0	$0
SUSAN HORNER-TILL	SECRETARY	6.00	Officer Director	$0	$0	$0
ARLENE JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
LYNN KEHOE	TRUSTEE	1.00	Director	$0	$0	$0
SUNNIE LEBLANC	TRUSTEE	1.00	Director	$0	$0	$0
JIM MARSHALL	TRUSTEE	3.00	Director	$0	$0	$0
DEBIE RAIMAN	VICE PRESIDE	1.00	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
2020	$314,546	$12,832	$312,171	$301,714