OLD BARDSTOWN VILLAGE INC (EIN 311025033) - 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

Principal Officer

FRANK WELCH

Phone

5023490291

Tax Period

2024-03-01 to 2025-02-28

OLD BARDSTOWN VILLAGE INC is a small nonprofit that reported $213K in total revenue in fiscal year 2024. Net assets of $647K represent 36 months of operating reserves.

Mission

MAINTAIN A CIVIL WAR MUSUEM

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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 $74,111

Program Service Revenue $125,181

Investment Income $4,778

Other Revenue $8,973

TOTAL REVENUE $213,043

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,394

Fundraising Expenses $0

Program Expenses $216,005

Other Expenses $162,611

TOTAL EXPENSES $216,005

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,043	$198,412	+0.1%
Expenses	$216,005	$201,036	+0.1%
Net Income	$-2,962	$-2,624	+0.1%

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

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
JERRY JANES	DIRECTOR	5.00	Director	$0	$0	$0
LINDA MCCLOSKEY	DIRECTOR	5.00	Director	$0	$0	$0
STEVE MUNSON	DIRECTOR	5.00	Director	$0	$0	$0
MILES SPALDING	DIRECTOR	5.00	Director	$0	$0	$0
JESSIE STICH	DIRECTOR	5.00	Director	$0	$0	$0
LISA THOMAS	DIRECTOR	5.00	Director	$0	$0	$0
MIKE THOMAS	DIRECTOR	5.00	Director	$0	$0	$0
ERIC MUNSON	DIRECTOR	5.00	Director	$0	$0	$0
BRENNEN MUNSON	DIRECTOR	5.00	Director	$0	$0	$0
JOHN KELLEY	CHAIR	5.00	Officer	$0	$0	$0
FRANK MANION	SECRETARY	1.00	Officer	$0	$0	$0
WILLIAM SANDERS	TREASURER	5.00	Officer	$0	$0	$0
FRANK WELCH	PRESIDENT	1.00	Officer	$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	$213,043	$216,005	$646,529	$-2,962
2024	$198,412	$201,036	$649,491	$-2,624
2023	$372,042	$162,474	$652,115	$209,568
2022	$206,737	$170,352	$443,957	$36,385

OLD BARDSTOWN VILLAGE INC