BROWNELL-TALBOT FOUNDATION (EIN 470655319) - 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

1982

Legal Domicile

Principal Officer

W DAVID SCOTT

Phone

4025563772

Tax Period

2024-07-01 to 2025-06-30

BROWNELL-TALBOT FOUNDATION, founded in 1982, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $3.8M, a strong 96% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO BROWNELL-TALBOT SCHOOL.

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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 $3,703,705

Program Service Revenue $0

Investment Income $245,876

Other Revenue $0

TOTAL REVENUE $3,949,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $10,377

Program Expenses $124,028

Other Expenses $151,925

TOTAL EXPENSES $151,925

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,949,581	$4,478,686	-0.1%
Expenses	$151,925	$483,654	-0.7%
Net Income	$3,797,656	$3,995,032	0.0%

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

$444,861

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
W DAVID SCOTT	CHAIR	1.00	Officer Director	$0	$0	$0
DEAN HOLLIS	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
MEGAN BELCHER	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN KOTOUC	TREASURER	1.00	Officer Director	$0	$0	$0
LAURA CROSBY	MEMBER	0.25	Director	$0	$0	$0
DINY LANDEN	MEMBER	0.25	Director	$0	$0	$0
JERRY REIMER	MEMBER	0.25	Director	$0	$0	$0
DR KRISTI GIBBS	HEAD OF SCHOOL	0.00	Officer	$0	$37,136	$322,359
SHRUTI BECKMANN	CFO	0.00	Officer	$0	$12,445	$122,502

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
2025	$3,949,581	$151,925	$24,295,594	$3,797,656
2024	$4,478,686	$483,654	$16,968,289	$3,995,032
2023	$12,007,495	$40	$12,091,917	$12,007,455

BROWNELL-TALBOT FOUNDATION