BOLLINGER ENTERPRISES INC

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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

1972

Legal Domicile

Principal Officer

JEAN NIELSEN

Phone

8147238431

Tax Period

2019-07-01 to 2020-06-30

BOLLINGER ENTERPRISES INC, founded in 1972, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2019. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $462K, a strong 22% operating margin.

Mission

THE MISSION OF BOLLINGER ENTERPRISES, INC., IS TO ENRICH THE LIVES OF PEOPLE WITH DISABILITIES BY BEING THE MOST INNOVATIVE PROVIDER OF VOCATIONAL, LIFE, AND SOCIAL OPPORTUNITIES THROUGH A CARING AND DEDICATED STAFF BY BRINGING OPPORTUNITIES TO PEOPLE WITH DISABILITIES FOR INDEPENDENCE AT WORK, AT HOME AND AT PLAY, ENHANCING SELF WORTH AND ENJOYMENT IN LIFE, AND INVOLVING THE COMMUNITY TO MAKE IT HAPPEN.

Program Service Accomplishments

Program 1

Expenses: $912,198 Revenue: $633,388

COMMUNITY PARTICIPATION PROGRAMS ARE DESIGNED TO PROVIDE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENT DISABILITIES THE OPPORTUNITIES AND SUPPORT FOR COMMUNITY INCLUSION AND SKILL DEVELOPMENT FOR...

COMMUNITY PARTICIPATION PROGRAMS ARE DESIGNED TO PROVIDE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENT DISABILITIES THE OPPORTUNITIES AND SUPPORT FOR COMMUNITY INCLUSION AND SKILL DEVELOPMENT FOR POTENTIAL COMPETITIVE INTEGRATED EMPLOYMENT.

Program 2

Expenses: $210,676 Revenue: $409,839

SUPPORTED EMPLOYMENT IS A PROGRAM THAT ASSIST INDIVIDUALS WITH DISABILITIES LOCATE APPLY FOR AND TRAIN FOR JOBS IN AREA BUSINESSES AND INDUSTRIES. SMALL GROUP EMPLOYMENT PROVIDES SUPPORT TO...

SUPPORTED EMPLOYMENT IS A PROGRAM THAT ASSIST INDIVIDUALS WITH DISABILITIES LOCATE APPLY FOR AND TRAIN FOR JOBS IN AREA BUSINESSES AND INDUSTRIES. SMALL GROUP EMPLOYMENT PROVIDES SUPPORT TO INDIVIDUALS WHO ARE MAKING THE TRANSITION TO INTEGRATED, COMPETITIVE EMPLOYMENT IN THE COMMUNITY.

Program 3

Expenses: $130,384 Revenue: $114,613

IN HOME AND COMMUNITY SUPPORT SERVICES PROVIDE INDIVIDUALS WITH THE OPPORTUNITY TO EXPLORE DAY ACTIVITIES OF THEIR CHOOSING AND FOCUS ON BECOMING ACTIVE MEMBERS OF THEIR COMMUNITY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $835,558

Program Service Revenue $1,247,391

Investment Income $-14,005

Other Revenue $14,939

TOTAL REVENUE $2,083,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,126,422

Fundraising Expenses $3,154

Program Expenses $1,418,358

Other Expenses $495,322

TOTAL EXPENSES $1,621,744

Year-over-Year Comparison

	2019	2018	Change
Revenue	$2,083,883	$2,541,598	-0.2%
Expenses	$1,621,744	$1,851,663	-0.1%
Net Income	$462,139	$689,935	-0.3%

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

132

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

$128,749

Total Directors

$749,401

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEAN HUYA	DIRECTOR	0.50	Director	$0	$0	$0
GREGG HEINOLD	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN ALLEN	SECRETARY	1.30	Director	$0	$0	$0
DEBBIE BURBULES	DIRECTOR	2.50	Director	$0	$6,274	$160,564
DR CORI DUNAGAN	DIRECTOR	0.50	Director	$0	$0	$0
JOHN KERSEY	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN EDWARDS	DIRECTOR	0.50	Director	$0	$0	$0
SANDRA WILKS	DIRECTOR	0.50	Director	$0	$0	$0
JOHN BARBER	DIRECTOR	1.50	Director	$0	$62,992	$588,837
JON NELSON	TREASURER	1.30	Officer Director	$0	$0	$0
MELISSA PROCTOR	PRESIDENT	1.30	Officer Director	$0	$0	$0
JULIE BENNETT	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
KELLY JOHNSON	VICE PRESIDENT	1.30	Officer Director	$0	$0	$0
DR WILLIAM CLARK	EXECUTIVE DIRECTOR	45.00	Officer	$0	$7,436	$128,749

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	$2,083,883	$1,621,744	No data	$462,139
2019	$2,541,598	$1,851,663	$2,632,507	$689,935
2018	$1,928,025	$1,792,608	$2,053,528	$135,417