BLUHM COUNTY PARK ENDOWMENT FUND C… - Form 990 Financial Data

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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

2001

Legal Domicile

Principal Officer

HARBOUR TRUST INVESTMEN

Phone

2198773513

Tax Period

2023-01-01 to 2023-12-31

BLUHM COUNTY PARK ENDOWMENT FUND C/O HARBOUR TRUST & INVESTMENT MGMT CO, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $90K in total revenue in fiscal year 2023. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 64% operating margin.

Mission

PROVIDE AN ENDOWMENT FUND TO MAINTAIN AND ENHANCE THE PUBLIC FACILITIES OF BLUHM COUNTY PARK LOCATED IN LAPORTE COUNTY INDIANA

Program Service Accomplishments

Program 1

Expenses: $20,578

ORGANIZED TO PROVIDE FOR THE BEAUTIFICATION AND PRESERVATION OF BLUHM COUNTY PARK. FUNDS WILL HELP ENSURE THAT THE PARK IS MAINTAINED FOR PUBLIC ENJOYMENT THROUGHOUT THE YEARS.

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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 $0

Program Service Revenue $0

Investment Income $89,687

Other Revenue $0

TOTAL REVENUE $89,687

Expense Breakdown

Grants Paid $20,578

Salaries & Benefits $10,450

Fundraising Expenses $0

Program Expenses $20,578

Other Expenses $1,149

TOTAL EXPENSES $32,177

Year-over-Year Comparison

	2023	2022	Change
Revenue	$89,687	$44,081	+1.0%
Expenses	$32,177	$28,373	+0.1%
Net Income	$57,510	$15,708	+2.7%

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

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
JIM JESSUP	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE OBERLIE	TREASURER	2.00	Officer Director	$0	$0	$0
BILL HEDGE	DIRECTOR	2.00	Director	$0	$0	$0
LIZ KAMINSKI	PRESIDENT	2.00	Director	$0	$0	$0
STEVE KING	DIRECTOR	2.00	Director	$0	$0	$0
ED MERRION	DIRECTOR	2.00	Director	$0	$0	$0
AMY RIEHLE	DIRECTOR	2.00	Director	$0	$0	$0
MATT SEBERT	DIRECTOR	2.00	Director	$0	$0	$0
N/A	TRUSTEE	5.00		$10,450	$0	$10,450

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	$89,687	$32,177	$553,711	$57,510
2022	$44,081	$28,373	$496,201	$15,708
2021	$19,103	$25,750	$480,493	$-6,647
2020	$37,139	$24,368	$487,140	$12,771

BLUHM COUNTY PARK ENDOWMENT FUND C/O HARBOUR TRUST & INVESTMENT MGMT CO