BLUEGRASS STEEPLECHASE ESTATES INC (EIN 263184480) - 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

2008

Legal Domicile

Principal Officer

DANA ROYSE

Phone

8592531686

Tax Period

2024-07-01 to 2025-06-30

BLUEGRASS STEEPLECHASE ESTATES INC, founded in 2008, is a micro nonprofit in the Human Services sector that reported $97K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $146K exceeded revenue, resulting in a 51% operating deficit.

Mission

TO PROVIDE HOUSING TO LOW INCOME INDIVIDUALS WITH MENTAL HEALTH/INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $96,123

Investment Income $814

Other Revenue $0

TOTAL REVENUE $96,937

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,546

Other Expenses $146,349

TOTAL EXPENSES $146,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,937	$88,253	+0.1%
Expenses	$146,349	$154,814	-0.1%
Net Income	$-49,412	$-66,561	-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

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

$1,076,760

Total Directors

$509,461

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP BERGER	BOARD MEMBER	0.50	Director	$0	$0	$0
KAREN WARD	BOARD VICE CHAIR	0.50	Director	$0	$0	$0
JOSEPH CONLEY	BOARD MEMBER	0.50	Director	$0	$0	$0
HAROLD MCKINNEY	BOARD MEMBER	0.50	Director	$0	$0	$0
DEE WERLINE	OFFICER/BOARD SECRETARY-TR	0.50	Officer Director	$0	$43,898	$509,461
MARY JUNE BRUNKER	BOARD MEMBER	0.50	Director	$0	$0	$0
SUSAN STARLING	BOARD CHAIR	0.50	Director	$0	$0	$0
DANA ROYSE	CFO (THROUGH 12/31/24)	0.50	Officer	$0	$47,900	$344,307
NATHAN MILLAY	CFO (EFF. 1/1/25)	0.50	Officer	$0	$29,120	$222,992

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	$96,937	$146,349	$1,372,267	$-49,412
2024	$88,253	$154,814	$1,413,267	$-66,561
2023	$91,260	$152,185	$1,460,744	$-60,925
2022	$89,559	$131,507	$1,483,301	$-41,948
2021	$82,568	$128,748	$1,525,166	$-46,180
2020	$88,371	$145,990	$1,570,705	$-57,619
2019	$81,515	$127,167	$1,598,978	$-45,652

BLUEGRASS STEEPLECHASE ESTATES INC