THE BALLENTINE HOME CORPORATION (EIN 541327568) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

J BENJAMIN UNKLE JR

Phone

7574961778

Tax Period

2023-10-01 to 2024-09-30

THE BALLENTINE HOME CORPORATION, founded in 1985, is a small nonprofit that reported $144K in total revenue in fiscal year 2017. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $134K, a strong 93% operating margin.

Mission

TO SUPPORT THE MISSION OF WESTMINSTER CANTERBURY ON CHESAPEAKE BAY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $181,295

Investment Income $45,502

Other Revenue $0

TOTAL REVENUE $226,797

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,752

Fundraising Expenses $0

Program Expenses $1,250,296

Other Expenses $1,339,265

TOTAL EXPENSES $1,387,017

Year-over-Year Comparison

	2023	2022	Change
Revenue	$226,797	$521,875	-0.6%
Expenses	$1,387,017	$629,524	+1.2%
Net Income	$-1,160,220	$-107,649	+9.8%

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

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

$1,446,423

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALVIN A WALL	CHAIR	1.00	Officer Director	$0	$0	$0
LISA B SMITH	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD C BURROUGHS	TRUSTEE	1.00	Director	$0	$0	$0
JOHN D CAVENAGH	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES D ROBISON III	TRUSTEE	1.00	Director	$0	$0	$0
J BENJAMIN UNKLE JR	PRESIDENT/CEO	1.00	Officer	$0	$34,269	$1,162,731
DAVID B MYERS	CFO/ASST TREASURER	1.00	Officer	$0	$20,342	$283,692

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	$226,797	$1,387,017	$9,403,821	$-1,160,220
2024	$226,797	$1,387,017	$9,403,821	$-1,160,220
2023	$521,875	$629,524	$10,010,589	$-107,649
2022	$528,350	$775,658	$9,385,455	$-247,308
2021	$2,128,281	$72,446	$8,863,914	$2,055,835
2020	$155,923	$9,679	$5,966,302	$146,244
2019	$209,356	$9,411	$5,547,996	$199,945
2018	$144,019	$9,784	$5,365,001	$134,235

THE BALLENTINE HOME CORPORATION