BELMONT MANSION ASSOCIATION

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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

1973

Legal Domicile

Principal Officer

MYERS BROWN

Phone

6154605459

Tax Period

2023-09-01 to 2024-08-31

BELMONT MANSION ASSOCIATION, founded in 1973, is a small nonprofit that reported $803K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $122K, a strong 15% operating margin.

Mission

THE BELMONT MANSION ASSOCIATION'S MISSION IS TO INTERPRET, PRESERVE, AND RESTORE BELMONT MANSION AND THE STORY OF THOSE WHO LIVED AND WORKED ON THE ESTATE, INCLUDING THE ACKLEN AND CHEATHAM FAMILIES, AND THE ENSLAVED, FREE BLACK AND IMMIGRANT WORKERS IN THE CONTEXT OF LOCAL, REGIONAL, AND NATIONAL HISTORY THROUGH TOURS, EXHIBITIONS, PUBLICATIONS, RESTORED PERIOD SPACES, AND THE COLLECTING OF ORIGINAL MATERIALS.

Program Service Accomplishments

Program 1

Expenses: $463,639 Revenue: $516,144

IN SUPPORT OF ITS MISSION THE ASSOCIATION CONTINUES TO RESTORE THE MANSION TO ITS MID-19TH CENTURY APPEARANCE. CURRENT RESTORATION WORK INCLUDES THE BILLIARD ROOM, THE PANTRIES, THE LOWER GALLERY...

IN SUPPORT OF ITS MISSION THE ASSOCIATION CONTINUES TO RESTORE THE MANSION TO ITS MID-19TH CENTURY APPEARANCE. CURRENT RESTORATION WORK INCLUDES THE BILLIARD ROOM, THE PANTRIES, THE LOWER GALLERY, AND THE GRAND SALON. THE ASSOCIATION IS ALSO DEVELOPING NEW PUBLIC PROGRAMMING IN SUPPORT OF ITS MISSION OF SHARING THE STORY OF THE HOUSE AND THE PEOPLE WHO LIVED HERE IN THE LARGER CONTEXT OF LOCAL, REGIONAL AND NATIONAL HISTORY WHILE OFFERING TOURS SEVEN DAYS A WEEK. THE MANSION CONTINUES TO BE RENTED TO THIRD PARTIES FOR WEDDING EVENTS.

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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 $186,181

Program Service Revenue $493,566

Investment Income $13,997

Other Revenue $109,073

TOTAL REVENUE $802,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $511,118

Fundraising Expenses $79,520

Program Expenses $463,639

Other Expenses $169,977

TOTAL EXPENSES $681,095

Year-over-Year Comparison

	2023	2022	Change
Revenue	$802,817	$647,920	+0.2%
Expenses	$681,095	$616,166	+0.1%
Net Income	$121,722	$31,754	+2.8%

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

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

$72,693

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAYLOR AGAN	MEMBER	0.00	Director	$0	$0	$0
DIANNE BERRY	EX-OFFICIO	0.00	Director	$0	$0	$0
CINDY BLAZY	MEMBER	0.00	Director	$0	$0	$0
DANA BLICKWEDEL	TREASURER	0.00	Officer Director	$0	$0	$0
JIM THOMPSON	MEMBER	0.00	Director	$0	$0	$0
GEORGE CLEMENTS	MEMBER	0.00	Director	$0	$0	$0
RUTH JARVIS CLEMENTS	PRESIDENT	0.00	Officer Director	$0	$0	$0
BONNE CRIGGER	MEMBER	0.00	Director	$0	$0	$0
KRISTOFF HART JACKSON	MEMBER	0.00	Director	$0	$0	$0
BRENDA ABERNATHY	MEMBER	0.00	Director	$0	$0	$0
STEVE LASLEY	EX-OFFICIO	0.00	Director	$0	$0	$0
PAM LEWIS	MEMBER	0.00	Director	$0	$0	$0
DEBORAH LOVETT	PAST PRESIDENT	0.00	Director	$0	$0	$0
ASHLEY MCANULTY	MEMBER	0.00	Director	$0	$0	$0
DIANNE NEAL	MEMBER	0.00	Director	$0	$0	$0
JANE RICHARDS	MEMBER	0.00	Director	$0	$0	$0
ANNE SHEPHERD	MEMBER	0.00	Director	$0	$0	$0
LYSSA STYERS	MEMBER	0.00	Director	$0	$0	$0
STEVE TANNER	MEMBER	0.00	Director	$0	$0	$0
JOE WOOLLEY	MEMBER	0.00	Director	$0	$0	$0
MYERS BROWN	EXECUTIVE DIRECTOR	1.00	Officer	$72,693	$0	$72,693

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	$802,817	$681,095	$647,465	$121,722
2024	$802,817	$681,095	$647,465	$121,722
2023	$647,920	$616,166	$560,971	$31,754
2022	$640,025	$571,874	$532,642	$68,151
2021	$475,839	$352,440	$439,455	$123,399
2020	$415,472	$439,224	$301,454	$-23,752
2020	$419,267	$439,224	$301,454	$-19,957
2019	$567,156	$564,203	$289,269	$2,953
2018	$561,689	$544,562	$269,766	$17,127