MOUNTAINEER HBPA BENEVOLENT TRUST (EIN 556136547) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

JAMI POOLE

Phone

3043879518

Tax Period

2024-01-01 to 2024-12-31

MOUNTAINEER HBPA BENEVOLENT TRUST, founded in 1998, is a small nonprofit in the Community Improvement sector that reported $127K in total revenue in fiscal year 2024.

Mission

TO PROVIDE BENEFITS TO OWNER-TRAINERS AND OTHER INDIVIDUALS WHOSE PRIMARY COMPENSATION FOR THE PERFORMANCE OF SERVICES IS DERIVED FROM THE RACING, TRAINING AND CARE OF THOROUGHBRED RACE HORSES AT THE MOUNTAINEER PARK RACE TRACK AND GAMING RESORT LOCATED IN CHESTER, WEST VIRGINIA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $127,012

Investment Income $28

Other Revenue $0

TOTAL REVENUE $127,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,509

Fundraising Expenses $0

Program Expenses $127,970

Other Expenses $19,619

TOTAL EXPENSES $127,970

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,040	$123,849	+0.0%
Expenses	$127,970	$123,136	+0.0%
Net Income	$-930	$713	-2.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$20,533

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICIA L MEHAFFEY	TRUST ADMINISTRATOR	16.00	Officer	$20,533	$0	$20,533
TERRY CRAGO	TRUSTEE	10.00	Director	$0	$0	$0
JENNIFER JOHNSON	TRUSTEE	10.00	Director	$0	$0	$0
JAMI POOLE	CHAIRMAN	10.00	Officer Director	$0	$0	$0
GEOFFREY DIXON	TRUSTEE	10.00	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
2024	$127,040	$127,970	$198,348	$-930
2023	$123,849	$123,136	$199,116	$713
2022	$133,111	$119,532	$198,308	$13,579
2021	$132,206	$168,117	$185,948	$-35,911
2020	$94,839	$201,535	$207,047	$-106,696
2019	$131,365	$238,714	$325,795	$-107,349
2018	$94,244	$219,720	$418,837	$-125,476
2018	$107,687	$219,426	$432,280	$-111,739

MOUNTAINEER HBPA BENEVOLENT TRUST