BRANDY STATION FOUNDATION (EIN 541491337) - 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

1989

Legal Domicile

Principal Officer

PEGGY MOCARSKI

Phone

5405474106

Tax Period

2025-01-01 to 2025-12-31

BRANDY STATION FOUNDATION, founded in 1989, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $40K in total revenue in fiscal year 2018. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $35K left a modest 12% surplus.

Mission

CIVIL WAR HISTORY, EDUCATION & HISTORICAL PRESERVATION & CONSERVATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $32,595

Program Service Revenue $685

Investment Income $200

Other Revenue $-4,304

TOTAL REVENUE $29,176

Expense Breakdown

Grants Paid $2,020

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,809

Other Expenses $38,310

TOTAL EXPENSES $40,330

Year-over-Year Comparison

	2025	2024	Change
Revenue	$29,176	$39,641	-0.3%
Expenses	$40,330	$43,202	-0.1%
Net Income	$-11,154	$-3,561	+2.1%

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

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
JANE BROOKINS	DIRECTOR	1.00	Director	$0	$0	$0
HELEN GEISLER	DIRECTOR	1.00	Director	$0	$0	$0
DON CARLSON	DIRECTOR	2.00	Director	$0	$0	$0
LARRY PULLEN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL WARMACK	DIRECTOR	1.00	Director	$0	$0	$0
MYRA LANE	DIRECTOR	1.00	Director	$0	$0	$0
ELICIA BELLE	DIRECTOR	1.00	Director	$0	$0	$0
WILFREDO GOLEZ	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD LAMBERT	PRESIDENT	2.00	Officer	$0	$0	$0
PETER PEGGY MOCARSKI	TREASURER	10.00	Officer	$0	$0	$0
PEGGY MISCH	SECRETARY	5.00	Officer	$0	$0	$0
GREG MERTZ	VICE PRESIDENT	4.00	Officer	$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
2025	$29,176	$40,330	$1,012,265	$-11,154
2024	$39,641	$43,202	$1,023,419	$-3,561
2023	$23,492	$19,320	$1,026,980	$4,172
2022	$37,928	$17,351	$1,022,808	$20,577
2021	$29,770	$50,312	$1,002,231	$-20,542
2020	$37,644	$19,333	$1,022,773	$18,311
2019	$41,406	$36,202	$1,004,462	$5,204
2018	$40,107	$35,224	$999,258	$4,883

BRANDY STATION FOUNDATION