MATTIE N BONHAM TRUST BRANCH BANKING & TRUST TRUSTEE

EIN: 546069241 501(c)(3) Unknown

WINCHESTER, VA

Total Revenue
$65,765
Total Expenses
$57,773
Total Assets
$1,159,501
Net Assets
$1,159,501
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
VA
Principal Officer
BB T TRUST
Phone
5406554200
Tax Period
2019-01-01 to 2019-12-31

MATTIE N BONHAM TRUST BRANCH BANKING & TRUST TRUSTEE, founded in 1995, is a micro nonprofit in the Unknown sector that reported $45K in total revenue in fiscal year 2018. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $56K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO SUPPORT THE JEFFERSON COUNTY TUBERCULOSIS ASSOCIATION, INC.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $65,765
Other Revenue $0
TOTAL REVENUE $65,765

Expense Breakdown

Grants Paid $36,568
Salaries & Benefits $18,405
Fundraising Expenses $0
Program Expenses $37,308
Other Expenses $2,800
TOTAL EXPENSES $57,773

Year-over-Year Comparison

2019 2018 Change
Revenue $65,765 $45,411 +0.4%
Expenses $57,773 $55,731 +0.0%
Net Income $7,992 $-10,320 -1.8%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
N/A
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 2.00
$0 $18,405 $18,405
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
2019 $65,765 $57,773 $1,159,501 $7,992
2018 $45,411 $55,731 $1,151,509 $-10,320
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