BLUE RIVER FOUNDATION INC (EIN 351756331) - 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

1988

Legal Domicile

Principal Officer

BRADY CLAXTON

Phone

3173927955

Tax Period

2023-01-01 to 2023-12-31

BLUE RIVER FOUNDATION INC, founded in 1988, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.7M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 28% operating margin.

Mission

THE BLUE RIVER FOUNDATION WILL BE A CATALYST FOR IGNITING ACTION THAT IMPROVES THE QUALITY OF LIFE IN SHELBY COUNTY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,252,338

Program Service Revenue $524,874

Investment Income $1,896,511

Other Revenue $59,598

TOTAL REVENUE $5,733,321

Expense Breakdown

Grants Paid $2,780,174

Salaries & Benefits $468,399

Fundraising Expenses $121,109

Program Expenses $3,047,056

Other Expenses $870,969

TOTAL EXPENSES $4,119,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,733,321	$4,011,694	+0.4%
Expenses	$4,119,542	$3,720,111	+0.1%
Net Income	$1,613,779	$291,583	+4.5%

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

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

$91,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADY CLAXTON	PRESIDENT	3.00	Officer Director	$0	$0	$0
BETH CASE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LISA BRIDGES	SECRETARY	1.00	Officer Director	$0	$0	$0
ROB YEEND	TREASURER	2.00	Officer Director	$0	$0	$0
AMY BERTHOUEX	DIRECTOR	1.00	Director	$0	$0	$0
ERIC GLASCO	DIRECTOR	1.00	Director	$0	$0	$0
JODY BUTTS-DOLDER	DIRECTOR	1.00	Director	$0	$0	$0
LEE MARKS	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN FRENCH	DIRECTOR	1.00	Director	$0	$0	$0
SHOSHANNA EVERHART	DIRECTOR	1.00	Director	$0	$0	$0
TIM BARRICK	DIRECTOR	1.00	Director	$0	$0	$0
WENDY STEPHENSON	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER JONES	EXECUTIVE DI	40.00	Officer	$91,000	$0	$91,000

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	No data	No data	No data	No data
2023	$5,733,321	$4,119,542	$54,309,733	$1,613,779
2022	$4,011,694	$3,720,111	$47,834,724	$291,583
2021	$8,608,715	$3,807,086	$56,800,363	$4,801,629
2020	$3,484,478	$2,776,843	$46,696,737	$707,635
2019	$3,576,794	$3,737,019	$43,080,614	$-160,225
2018	$4,098,256	$2,758,589	$37,250,660	$1,339,667

BLUE RIVER FOUNDATION INC