BONEBRAKE-MCMURTREY FOUNDATION LTD (EIN 431514904) - 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

NANCY R MOENSTER

Phone

5737293400

Tax Period

2024-01-01 to 2024-12-31

BONEBRAKE-MCMURTREY FOUNDATION LTD, founded in 1988, is a micro nonprofit that reported $49K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $16K, a strong 33% operating margin.

Mission

NURTURE UNDERSTANDING AND APPRECIATION OF NATURE AND CULTURE THROUGH EXPERIENCES AT THE BONEBRAKE CENTER OF NATURE AND HISTORY.

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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 $9,525

Program Service Revenue $8,451

Investment Income $6,851

Other Revenue $24,429

TOTAL REVENUE $49,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,374

Other Expenses $32,924

TOTAL EXPENSES $32,924

Year-over-Year Comparison

	2024	2023	Change
Revenue	$49,256	$66,092	-0.3%
Expenses	$32,924	$30,227	+0.1%
Net Income	$16,332	$35,865	-0.5%

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

N/A

Volunteers

500

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
CARILEE M BALL	TRUSTEE	N/A	Director	$0	$0	$0
MICHAEL E GODI	TRUSTEE	N/A	Director	$0	$0	$0
BONNIE J GRAY	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
DAVID L MASSENGALE	V. PRESIDENT	N/A	Officer Director	$0	$0	$0
AUSTIN L MITCHELL	TREAS./TRUST	N/A	Officer Director	$0	$0	$0
NANCY R MOENSTER	PRESIDENT/TR	N/A	Officer Director	$0	$0	$0
JASON C STOTLER	TRUSTEE	N/A	Director	$0	$0	$0
STEPHANIE D STRADER	TRUSTEE	N/A	Director	$0	$0	$0
JANET E PRICE	TRUSTEE	N/A	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	$49,256	$32,924	$617,907	$16,332
2023	$66,092	$29,827	$601,908	$36,265
2022	$-18,757	$31,881	$564,811	$-50,638
2021	$209,390	$28,737	$615,454	$180,653
2020	$29,161	$24,795	$434,810	$4,366
2019	$46,583	$27,974	$430,444	$18,609
2018	$98,129	$24,981	$411,835	$73,148
2017	$27,367	$19,301	$338,747	$8,066

BONEBRAKE-MCMURTREY FOUNDATION LTD