BLANTON-PEALE INSTITUTE (EIN 135647408) - 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

1953

Legal Domicile

Principal Officer

DR SHAWNA AARONS-COOKE

Phone

2127257850

Tax Period

2023-07-01 to 2024-06-30

BLANTON-PEALE INSTITUTE, founded in 1953, is a community nonprofit in the Religion sector that reported $3.6M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $4.1M exceeded revenue, resulting in a 15% operating deficit.

Mission

SEE PART III, LINE 1

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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 (2023)

Revenue Breakdown

Contributions & Grants $201,144

Program Service Revenue $3,770,718

Investment Income $155,122

Other Revenue $-566,095

TOTAL REVENUE $3,560,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,947,669

Fundraising Expenses $183,284

Program Expenses $2,992,895

Other Expenses $2,151,490

TOTAL EXPENSES $4,099,159

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,560,889	$4,315,957	-0.2%
Expenses	$4,099,159	$4,079,834	+0.0%
Net Income	$-538,270	$236,123	-3.3%

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

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

$698,425

Total Directors

$257,080

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH PEALE ALLEN	CHAIRMAN	10.00	Officer Director	$0	$0	$0
CASEY R KEMPER	VICE CHAIRMAN	10.00	Officer Director	$0	$0	$0
STEPHANIE M BAILEY	TREASURER	3.00	Officer Director	$0	$0	$0
DAVID L HARRIS ESQ	SECRETARY	3.00	Officer Director	$0	$0	$0
MEG ARMSTRONG	BOARD TRUSTEE	3.00	Director	$0	$0	$0
REV ERIK M KOLBELL	BOARD TRUSTEE	3.00	Director	$0	$0	$0
REV DR JAMES J WISECUP	BOARD TRUSTEE	3.00	Director	$0	$0	$0
WILLIAM KINN	BOARD TRUSTEE	3.00	Director	$0	$0	$0
JULIA KANG-REAVES	BOARD TRUSTEE	3.00	Director	$0	$0	$0
LAUREN MCGILL	BOARD TRUSTEE	3.00	Director	$0	$0	$0
DR SHARI K BRINK	PRESIDENT AND CEO	40.00	Officer Director	$171,333	$85,747	$257,080
TIMOTHY ROBERTS	CHIEF FINANCIAL OFFICER	40.00	Officer	$140,011	$55,093	$195,104
RAMESH PERSAUD	CONTROLLER	40.00	Officer	$114,940	$19,625	$134,565
MICKEY CORREA	CHIEF PROGRAMS OFFICER	40.00	Officer	$95,226	$16,450	$111,676
COLLIN LAUGHLIN	BOARD TRUSTEE	3.00	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	$3,560,889	$4,099,159	$5,006,560	$-538,270
2024	No data	No data	No data	No data
2023	$4,315,957	$4,079,834	$4,287,488	$236,123
2022	$3,834,528	$3,793,367	$3,396,889	$41,161
2021	$5,239,818	$3,615,914	$3,601,512	$1,623,904
2020	$3,329,242	$3,508,710	$2,733,424	$-179,468
2019	$3,187,761	$3,057,638	$2,350,081	$130,123

BLANTON-PEALE INSTITUTE