BLOUNT PARTNERSHIP (EIN 464611195) - 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

2014

Legal Domicile

Principal Officer

CHRIS SORO

Phone

8659832241

Tax Period

2023-01-01 to 2023-12-31

BLOUNT PARTNERSHIP, founded in 2014, is a community nonprofit in the Community Improvement sector that reported $5.0M in total revenue in fiscal year 2023. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $4.8M left a modest 3% surplus.

Mission

THE BLOUNT PARTNERSHIP IS A NON-PROFIT CORPORATION COMMITTED TO BRINGING INCREASED PROSPERITY TO BLOUNT 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 $1,926,944

Program Service Revenue $3,090,305

Investment Income $6,108

Other Revenue $-55,967

TOTAL REVENUE $4,967,390

Expense Breakdown

Grants Paid $1,500,000

Salaries & Benefits $2,397,241

Fundraising Expenses $0

Other Expenses $904,124

TOTAL EXPENSES $4,801,365

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,967,390	$12,865,138	-0.6%
Expenses	$4,801,365	$12,008,404	-0.6%
Net Income	$166,025	$856,734	-0.8%

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

$295,298

Total Directors

$295,298

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS SORO	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CHUCK ALEXANDER	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
TREVIS GARDNER	DIRECTOR	1.00	Director	$0	$0	$0
MATT MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
GREG WILSON	DIRECTOR	1.00	Director	$0	$0	$0
TIM SEAY	DIRECTOR	1.00	Director	$0	$0	$0
JEWELL OVERTON	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN CABLE	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN DANIELS	PRESIDENT/CEO	40.00	Officer Director	$295,298	$0	$295,298
DREW MILES	DIRECTOR	1.00	Director	$0	$0	$0
TAMMI FORD	EMPLOYEE	40.00	Highest	$124,760	$0	$124,760
MARY MITCHELL	EMPLOYEE	40.00	Highest	$113,884	$0	$113,884
BRUCE KERR	EMPLOYEE	40.00	Highest	$126,166	$0	$126,166
JESSICA BELITZ	EMPLOYEE	40.00	Highest	$108,707	$0	$108,707

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	$4,967,390	$4,801,365	$4,061,918	$166,025
2022	$3,858,268	$3,043,668	$2,287,832	$814,600
2022	$12,865,138	$12,008,404	$2,316,918	$856,734
2021	$3,104,359	$2,878,129	$1,822,545	$226,230
2021	$3,138,794	$2,967,051	$1,812,130	$171,743
2020	$2,767,721	$2,501,872	$1,461,717	$265,849
2019	$22,391,355	$22,306,272	$1,214,983	$85,083
2018	$2,258,944	$2,226,277	$1,325,795	$32,667

BLOUNT PARTNERSHIP