GROW BENZIE INC (EIN 263366438) - 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

TOM STAPLETON

Phone

2318829510

Tax Period

2025-01-01 to 2025-12-31

GROW BENZIE INC, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $431K in total revenue in fiscal year 2025. Expenses of $415K left a modest 4% surplus.

Mission

GROW BENZIE IS A PROSPERITY INCUBATOR FOR BENZIE COUNTY, MICHIGAN - A MULTIPLIER FOR GOOD. MISSION IS TO STRENGTHEN COMMUNITY PROSPERITY AND WELL-BEING BY FOCUSING ON SYSTEMIC ACTION THAT FOSTERS COLLABORATION, REDUCES DUPLICATION AND AMPLIFIES SHARED IMPACT. THREE KEY IMPACT AREAS; SERVING AS THE FISCAL SPONSOR/BACKBONE ORGANIZATION PROVIDING SERVICES FOR SMALL NONPROFITS, KEY COLLABORATIVE LEADER OR PARTNER IN REGIONAL INITIATIVES, AND HOST FOR FOOD AND FARMING ENTREPRENEURS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $391,824

Program Service Revenue $38,964

Investment Income $0

Other Revenue $0

TOTAL REVENUE $430,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,669

Fundraising Expenses $24,139

Program Expenses $334,919

Other Expenses $266,854

TOTAL EXPENSES $414,523

Year-over-Year Comparison

	2025	2024	Change
Revenue	$430,788	$400,286	+0.1%
Expenses	$414,523	$389,703	+0.1%
Net Income	$16,265	$10,583	+0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE KLIEVE	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHY GROSSO	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
LAUREN CHURCH	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM STAPLETON	TREASURER	1.00	Officer Director	$0	$0	$0
JON THROOP	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER BRANDS	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN TEBO	DIRECTOR	1.00	Director	$0	$0	$0

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	$430,788	$414,523	$474,580	$16,265
2024	$400,286	$389,703	$457,578	$10,583
2023	$389,440	$314,448	$442,357	$74,992
2022	$291,987	$326,694	$404,028	$-34,707
2021	$302,537	$204,679	$457,454	$97,858
2020	$180,452	$151,724	$426,566	$28,728
2019	$198,861	$195,040	$389,036	$3,821
2018	$192,029	$189,842	$403,634	$2,187

GROW BENZIE INC