DINSMORE HOMESTEAD FOUNDATION INC (EIN 611111934) - 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

1986

Legal Domicile

Principal Officer

SUSAN SHUFFETT

Phone

8595866117

Tax Period

2023-01-01 to 2023-12-31

DINSMORE HOMESTEAD FOUNDATION INC, founded in 1986, is a small nonprofit in the Arts, Culture & Humanities sector that reported $462K in total revenue in fiscal year 2023. Revenue surged 143% from the prior year, signaling strong growth momentum. The organization ran a surplus of $325K, a strong 70% operating margin.

Mission

THE PRESERVATION OF THE DINSMORE HOMESTEAD, A KENTUCKY HISTORICAL SITE.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $405,797

Program Service Revenue $45,519

Investment Income $-5,032

Other Revenue $15,768

TOTAL REVENUE $462,052

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,981

Fundraising Expenses $6,861

Program Expenses $82,334

Other Expenses $82,242

TOTAL EXPENSES $137,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$462,052	$190,504	+1.4%
Expenses	$137,223	$146,803	-0.1%
Net Income	$324,829	$43,701	+6.4%

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

N/A

Independent Members

Employees

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	Role	Reportable Comp	Other Comp	Total
ROBERT HILL	BOARD MEMBER	Director	$0	$0	$0
STEPHANIE HUHN	BOARD MEMBER	Director	$0	$0	$0
PATRICIA RAVERTY	SECRETARY	Officer Director	$0	$0	$0
LORI MCGUIRE	BOARD MEMBER	Director	$0	$0	$0
SUSAN SHUFFETT	TREASURER	Officer	$0	$0	$0
DR BARBARA BARDES	CHAIR	Officer	$0	$0	$0
JAMES CRAWFORD	VICE CHAIR	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	$462,052	$137,223	$1,942,674	$324,829
2022	$56,935	$86,040	$1,400,579	$-29,105
2022	$190,504	$146,803	$1,573,385	$43,701
2021	$219,534	$80,020	$1,599,627	$139,514
2020	$128,753	$89,744	$1,435,674	$39,009
2019	$120,461	$79,018	$1,385,255	$41,443
2018	$126,007	$81,016	$1,294,603	$44,991

DINSMORE HOMESTEAD FOUNDATION INC