Piedmont Council Inc BSA Endowment

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Principal Officer

Jessie C Bowes Jr

Tax Period

2023-01-01 to 2023-12-31

Piedmont Council Inc BSA Endowment, founded in 1923, is a micro nonprofit that reported $110K in total revenue in fiscal year 2023.

Mission

Maintain the endowment fund by being wise stewards.

Program Service Accomplishments

Program 1

Expenses: $156,282

To manage the endowment fund to ensure proper return on investments.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $106,030

Program Service Revenue $0

Investment Income $44,294

Other Revenue $-260,000

TOTAL REVENUE $-109,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $31,160

Program Expenses $156,282

Other Expenses $210,057

TOTAL EXPENSES $210,057

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-109,676	$-248,870	-0.6%
Expenses	$210,057	$60,478	+2.5%
Net Income	$-319,733	$-309,348	+0.0%

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
Jessie C Bowes Jr	Executive Director	40.00	Officer Director	$0	$0	$0
Mike Wallace	Endowment	1.00	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
2024	No data	No data	No data	No data
2023	$-109,676	$210,057	$6,688,363	$-319,733
2022	$-248,870	$60,478	$6,048,269	$-309,348
2021	$262,166	$20,532	$7,452,214	$241,634
2020	$357,350	$40,847	$6,651,390	$316,503
2019	$1,479,628	$36,977	$6,051,698	$1,442,651
2018	$-317,364	$45,182	$5,260,989	$-362,546