BURNSIDE PLANTATION INC (EIN 222773497) - 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

1986

Legal Domicile

Principal Officer

LORIANN WUKITSCH

Phone

6108820450

Tax Period

2022-03-01 to 2023-02-28

BURNSIDE PLANTATION INC, founded in 1986, is a micro nonprofit that reported $36K in total revenue in fiscal year 2022. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $71K exceeded revenue, resulting in a 95% operating deficit.

Mission

RESTORATION, RECONSTRUCTION, MAINTENANCE AND INTERPRETATION OF AN HISTORIC FARM TO DEMONSTRATE THE RURAL LIFESTYLE OF THE 18TH AND 19TH CENTURY MORAVIAN ACADEMY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $20,673

Program Service Revenue $67

Investment Income $9,798

Other Revenue $5,850

TOTAL REVENUE $36,388

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,061

Other Expenses $71,124

TOTAL EXPENSES $71,124

Year-over-Year Comparison

	2022	2021	Change
Revenue	$36,388	$105,972	-0.7%
Expenses	$71,124	$127,562	-0.4%
Net Income	$-34,736	$-21,590	+0.6%

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

$114,563

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA HOLLENBACH	TRUSTEE	2.00	Director	$0	$0	$0
JOEL ROSENFELD	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
WILLIAM H LEHR	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
SHEELA DONCHEZ	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID THOMSON	TREASURER	2.00	Officer Director	$0	$0	$0
MARY BROWN	TRUSTEE	2.00	Director	$0	$0	$0
JASON CORT	TRUSTEE	2.00	Director	$0	$0	$0
MARK CONNAR	TRUSTEE	2.00	Director	$0	$0	$0
JUDY DOUGHERTY	TRUSTEE	2.00	Director	$0	$0	$0
DOLLY DYER	TRUSTEE	2.00	Director	$0	$0	$0
PAT FARRELL	TRUSTEE	2.00	Director	$0	$0	$0
ANDREA FOUCEK	TRUSTEE	2.00	Director	$0	$0	$0
MIKE GARGANTA	TRUSTEE	2.00	Director	$0	$0	$0
COLLEEN GILBERT	TRUSTEE	2.00	Director	$0	$0	$0
ANNE RAMPOLLA	TRUSTEE	2.00	Director	$0	$0	$0
JUDY SAVCHAK	TRUSTEE	2.00	Director	$0	$0	$0
JIM WHILDIN	TRUSTEE	2.00	Director	$0	$0	$0
CYNTHIA KOSSO	TRUSTEE	2.00	Director	$0	$0	$0
LOIS WELLS	TRUSTEE	2.00	Director	$0	$0	$0
CAMILLE QUALTERE	TRUSTEE	2.00	Director	$0	$0	$0
RONALD REYBITZ	TRUSTEE	2.00	Director	$0	$0	$0
JIM MILLER	TRUSTEE	2.00	Director	$0	$0	$0
PAT WITMER	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER VAN DE VOORDE	TRUSTEE	2.00	Director	$0	$0	$0
JOSH WEAKNECHT	TRUSTEE	2.00	Director	$0	$0	$0
BRUCE PALMER	TRUSTEE	2.00	Director	$0	$0	$0
MARGUERITE BROWN	TRUSTEE	2.00	Director	$0	$0	$0
BEALL FOWLER	TRUSTEE	2.00	Director	$0	$0	$0
NANCY AHLUM	TRUSTEE	2.00	Director	$0	$0	$0
ALAN LOWCHER	TRUSTEE	2.00	Director	$0	$0	$0
SUZANNE MASON	TRUSTEE	2.00	Director	$0	$0	$0
BARRY PELL	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN SABOL	TRUSTEE	2.00	Director	$0	$0	$0
LIZ SCOFIELD	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN WISE WILLARD	TRUSTEE	2.00	Director	$0	$0	$0
ANNE ZUG	TRUSTEE	2.00	Director	$0	$0	$0
KENNETH SMITH	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT DE BEER	TRUSTEE	2.00	Director	$0	$0	$0
LUCINDA DEALTREY	TRUSTEE	2.00	Director	$0	$0	$0
TANYA MOHAN	TRUSTEE	2.00	Director	$0	$0	$0
LORIANN WUKITSCH	PRESIDENT	2.00	Officer	$0	$6,380	$114,563

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
2023	$36,388	$71,124	No data	$-34,736
2022	$105,972	$127,562	$2,060,157	$-21,590
2021	$179,918	$52,316	$2,071,681	$127,602
2020	$355,745	$67,201	$1,876,976	$288,544
2019	$84,334	$49,211	$1,590,065	$35,123
2018	$86,688	$44,247	$1,578,751	$42,441

BURNSIDE PLANTATION INC