BOLLING HAXALL HOUSE FOUNDATION (EIN 541526890) - 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

LINDA PEARSON

Phone

8046432847

Tax Period

2024-05-01 to 2025-04-30

BOLLING HAXALL HOUSE FOUNDATION, founded in 1989, is a small nonprofit that reported $232K in total revenue in fiscal year 2017. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $275K exceeded revenue, resulting in a 19% operating deficit.

Mission

PRESERVE THE BOLLING HAXALL HOUSE AND PROVIDE A COMMUNITY RESOURCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $811,303

Program Service Revenue $0

Investment Income $74,838

Other Revenue $40,839

TOTAL REVENUE $926,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $165,840

Fundraising Expenses $139,830

Program Expenses $207,858

Other Expenses $217,834

TOTAL EXPENSES $383,674

Year-over-Year Comparison

	2024	2023	Change
Revenue	$926,980	$577,154	+0.6%
Expenses	$383,674	$565,626	-0.3%
Net Income	$543,306	$11,528	+46.1%

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
SUE C TAYLOR	CHAIRMAN	10.00	Officer Director	$0	$0	$0
COURTNEY G HYERS	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JAYE I UPTON	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA E PEARSON	TREASURER	1.00	Officer Director	$0	$0	$0
RUTH H BLEVINS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN H BARNES	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA H HOLMES	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN H BREWER	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
DONNA S COLAN	DIRECTOR	0.50	Director	$0	$0	$0
ONEITA C ENOCH	DIRECTOR	0.50	Director	$0	$0	$0
STEHPANIE S MICAS	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN D STEVENS	DIRECTOR	0.50	Director	$0	$0	$0
PAMELA M GOGGINS	DIRECTOR	0.50	Officer Director	$0	$0	$0
ANN S BELK	DIRECTOR	0.50	Director	$0	$0	$0
BETTY N CRUTCHER	DIRECTOR	0.50	Director	$0	$0	$0
JANE U HAMILTON	DIRECTOR	0.50	Director	$0	$0	$0
CAROLINE L LOCKERBY	DIRECTOR	0.50	Director	$0	$0	$0
CATHRYN B TULLIDGE	DIRECTOR	0.50	Director	$0	$0	$0
DOROTHY C YOUNG	DIRECTOR	0.50	Director	$0	$0	$0
MARCIA H THALHIMER	DIRECTOR	0.50	Director	$0	$0	$0
VICKIE W BLANCHARD	DIRECTOR	0.50	Director	$0	$0	$0
LEIGH Y FARMER	DIRECTOR	0.50	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
2025	$926,980	$383,674	$4,136,668	$543,306
2024	$577,154	$565,626	$3,551,146	$11,528
2023	$549,433	$327,875	$3,436,002	$221,558
2022	$430,946	$297,074	$3,272,495	$133,872
2021	$399,797	$312,397	$3,368,054	$87,400
2020	$253,562	$333,127	$3,058,616	$-79,565
2019	$219,726	$321,904	$3,221,428	$-102,178
2018	$232,027	$275,195	$3,311,924	$-43,168

BOLLING HAXALL HOUSE FOUNDATION