BELLINGRATH GARDENS AND HOME FOUNDATION (EIN 201422131) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

R PRESTON BOLT

Phone

2519732217

Tax Period

2023-10-01 to 2024-09-30

BELLINGRATH GARDENS AND HOME FOUNDATION, founded in 2004, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.7M in total revenue in fiscal year 2017. Expenses of $3.0M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO ASSIST WITH THE OPERATION OF BELLINGRATH GARDENS AND HOME

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,528,666

Program Service Revenue $1,981,402

Investment Income $56,119

Other Revenue $675,508

TOTAL REVENUE $4,241,695

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,197,757

Fundraising Expenses $111,623

Program Expenses $2,957,357

Other Expenses $2,017,481

TOTAL EXPENSES $4,215,238

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,241,695	$4,078,224	+0.0%
Expenses	$4,215,238	$3,806,992	+0.1%
Net Income	$26,457	$271,232	-0.9%

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

162

Volunteers

550

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

$281,695

Total Directors

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN CONREY	DIRECTOR	0.10	Director	$0	$0	$0
WALTER BELLINGRATH EDGAR	DIRECTOR	0.10	Director	$0	$0	$1,000
PRESTON BOLT	CHAIRMAN	0.10	Officer Director	$0	$0	$1,000
C RAY MAYHALL JR	DIRECTOR	0.10	Director	$0	$0	$0
GEORGE GARZON	DIRECTOR	0.10	Director	$0	$0	$1,000
ROBERT BAKER JR	DIRECTOR	0.10	Director	$0	$0	$2,000
HELEN MEAHER	DIRECTOR	0.10	Director	$0	$0	$1,000
SIDNEY WEINACKER	SECRETARY	40.00	Officer	$72,528	$7,312	$79,840
TODD LASSEIGNE	EXECUTIVE DIRECTOR	40.00	Officer	$192,404	$8,451	$200,855
TY SMITHWECK	SECRETARY	40.00	Officer	$0	$0	$0
WILLIAM BARRICK	FORMER EXEC. DIRECTOR	0.00		$140,431	$0	$140,431

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
2024	$4,241,695	$4,215,238	$5,351,885	$26,457
2023	$4,078,224	$3,806,992	$4,986,974	$271,232
2022	$3,831,949	$3,603,744	$4,772,852	$228,205
2021	$3,680,917	$3,233,413	$4,998,208	$447,504
2020	$2,470,464	$3,181,027	$4,524,390	$-710,563
2019	$2,913,100	$3,068,168	$4,291,184	$-155,068
2018	$2,675,285	$2,999,452	$4,127,684	$-324,167

BELLINGRATH GARDENS AND HOME FOUNDATION