BELWIN SUPPORTING FUND (EIN 453250704) - 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

2011

Legal Domicile

Principal Officer

DAVID B HARTWELL

Phone

6514365189

Tax Period

2023-01-01 to 2023-12-31

BELWIN SUPPORTING FUND, founded in 2011, is a community nonprofit in the Environment sector that reported $1.4M in total revenue in fiscal year 2023. The organization ran a surplus of $271K, a strong 20% operating margin.

Mission

PURPOSE OF THE CORPORATION IS TO ENGAGE IN, ASSIST, AND CONTRIBUTE TO THE SUPPORT OF EXCLUSIVELY CHARITABLE OR EDUCATIONAL ACTIVITIES AND PROJECTS WITHIN THE MEANING OF 501 (C) 3. IN SUPPORT OF SUCH PURPOSES, THE CORPORATION SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF BELWIN CONSERVANCY, A MN NONPROFIT CORPORATION.

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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 $90,106

Program Service Revenue $0

Investment Income $-203,968

Other Revenue $1,469,679

TOTAL REVENUE $1,355,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,084,522

TOTAL EXPENSES $1,084,522

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,355,817	$-1,422,333	-2.0%
Expenses	$1,084,522	$648,181	+0.7%
Net Income	$271,295	$-2,070,514	-1.1%

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

N/A

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
DAVID B HARTWELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
DOUGLAS JOHNSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JERRY ALLAN	DIRECTOR	1.00	Director	$0	$0	$0
IRENE QUALTERS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SATORIUS	DIRECTOR	1.00	Director	$0	$0	$0
JILL KOOSMANN	SECRETARY	1.00	Officer Director	$0	$0	$0
GABE HORNER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA MANIVASAGER	DIRECTOR	1.00	Director	$0	$0	$0
KRIS HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE KLETSCHER	TREASURER	1.00	Officer 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	No data	No data	No data	No data
2023	$1,355,817	$1,084,522	$12,363,456	$271,295
2022	$-1,422,333	$648,181	$12,092,161	$-2,070,514
2021	$1,821,212	$462,688	$14,162,675	$1,358,524
2020	$-449,700	$725,815	$12,804,150	$-1,175,515

BELWIN SUPPORTING FUND