BELMONT COLLEGE FOUNDATION INC (EIN 341972605) - 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

2002

Legal Domicile

Principal Officer

JANET JACOBS

Phone

7406959500

Tax Period

2024-07-01 to 2025-06-30

BELMONT COLLEGE FOUNDATION INC, founded in 2002, is a small nonprofit in the Education sector that reported $166K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Net assets of $1.6M represent 113 months of operating reserves.

Mission

TO RAISE FUNDS FOR THE ENHANCEMENT OF THE COLLEGE'S PROGRAMS, ITS IMAGE, ITS EFFECTIVENESS AS AN INSTITUTION, AND TO PROVIDE ASSISTANCE TO STUDENTS IN MEETING THE EVER-INCREASING COSTS OF A COLLEGE EDUCATION.

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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 $106,617

Program Service Revenue $0

Investment Income $59,861

Other Revenue $0

TOTAL REVENUE $166,478

Expense Breakdown

Grants Paid $157,913

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $157,913

Other Expenses $20,927

TOTAL EXPENSES $178,840

Year-over-Year Comparison

	2024	2023	Change
Revenue	$166,478	$144,586	+0.2%
Expenses	$178,840	$113,079	+0.6%
Net Income	$-12,362	$31,507	-1.4%

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
JANET JACOBS	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
CAROLYN SUE WHITE	VICE CHAIRPERSON	0.25	Officer Director	$0	$0	$0
PAUL STECKER	TREASURER	0.50	Officer Director	$0	$0	$0
VINCENT GALLAGHER	SECRETARY	0.25	Officer Director	$0	$0	$0
HEATHER DAVIS	COLLEGE REPRESENTATIVE	0.25	Director	$0	$0	$0
MICHAEL MAISTROS	BOARD MEMBER	0.25	Director	$0	$0	$0
ANDREW N KECK	BOARD MEMBER	0.25	Director	$0	$0	$0
DIANA KENNON	BOARD MEMBER	0.25	Director	$0	$0	$0
PHILIP LEWIS	BOARD MEMBER	0.25	Director	$0	$0	$0
JUDGE EDMUND SARGUS	BOARD MEMBER	0.25	Director	$0	$0	$0
DAN STEPHENS	BOARD MEMBER	0.25	Director	$0	$0	$0
MELISSA SMITHBERGER	TRUSTEE REPRESENTATIVE	0.25	Director	$0	$0	$0
ROBERT VINCENZO	BOARD MEMBER	0.25	Director	$0	$0	$0
RICHARD A YOSS ESQ	BOARD MEMBER	0.25	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	$166,478	$178,840	$1,565,400	$-12,362
2024	$144,586	$113,079	$1,516,926	$31,507
2023	$126,656	$32,854	$1,415,324	$93,802
2022	$672,467	$164,836	$1,248,986	$507,631
2021	$166,767	$177,719	$1,043,815	$-10,952
2020	$108,784	$123,760	$987,473	$-14,976
2019	$104,692	$58,047	$1,000,604	$46,645
2018	$175,336	$78,180	$922,550	$97,156
2017	$105,597	$103,496	$825,599	$2,101

BELMONT COLLEGE FOUNDATION INC