BONAPARTES RETREAT (EIN 271180966) - 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

2009

Legal Domicile

Principal Officer

CAROL CAMPBELL

Phone

6153205291

Tax Period

2024-01-01 to 2024-12-31

BONAPARTES RETREAT, founded in 2009, is a small nonprofit in the Animal-Related sector that reported $356K in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $442K exceeded revenue, resulting in a 24% operating deficit.

Mission

BONAPARTES RETREAT IS DEDICATED TO PROVIDING NURTURING FOSTER CARE FOR SHELTER DOGS WHEN THEIR ALLOTTED TIME AT THE SHELTER HAS ELAPSED; TO PREVENT THESE WONDERFUL ANIMALS FROM BEING EUTHANIZED AND TO FIND THEM PERMANENT, LOVING HOMES.

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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 $352,953

Program Service Revenue $3,400

Investment Income $0

Other Revenue $0

TOTAL REVENUE $356,353

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,542

Fundraising Expenses $0

Program Expenses $295,665

Other Expenses $286,617

TOTAL EXPENSES $442,159

Year-over-Year Comparison

	2024	2023	Change
Revenue	$356,353	$1,096,558	-0.7%
Expenses	$442,159	$321,889	+0.4%
Net Income	$-85,806	$774,669	-1.1%

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

$20,043

Total Directors

$20,043

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL CAMPBELL	VICE PRESIDENTTREASURER	25.00	Officer Director	$20,043	$0	$20,043
JULIE FARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
EMMYLOU HARRIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MEGHANN PORTER	SECRETARY	2.00	Officer 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
2024	$356,353	$442,159	$1,087,658	$-85,806
2023	$1,096,558	$321,889	$1,174,141	$774,669
2022	$439,076	$199,378	$398,478	$239,698
2021	$283,903	$205,249	$159,242	$78,654
2020	$168,124	$220,779	$80,302	$-52,655
2019	$338,076	$253,554	$130,624	$84,522
2018	$173,023	$203,238	$46,102	$-30,215

BONAPARTES RETREAT