BLOUNT COUNTY MUTUAL INSURANCE (EIN 620132852) - Form 990 Financial Analysis & Trantor Score

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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

1913

Legal Domicile

Principal Officer

DAN BLEVENS

Phone

8659830402

Tax Period

2024-01-01 to 2024-12-31

BLOUNT COUNTY MUTUAL INSURANCE, founded in 1913, is a small nonprofit that reported $447K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $74K, a strong 16% operating margin.

Mission

TO PROVIDE INSURANCE PROTECTION TO ITS MEMBERS

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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 (2024)

Revenue Breakdown

Contributions & Grants $307,564

Program Service Revenue $801

Investment Income $120,933

Other Revenue $18,000

TOTAL REVENUE $447,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,007

Fundraising Expenses $0

Other Expenses $218,505

TOTAL EXPENSES $373,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$447,298	$399,058	+0.1%
Expenses	$373,512	$364,150	+0.0%
Net Income	$73,786	$34,908	+1.1%

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

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

$35,380

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN BLEVENS	PRESIDENT	6.00	Officer	$15,575	$0	$15,575
W T BOWERS III	VICE PRESIDENT	4.00	Officer	$9,935	$0	$9,935
CALVIN LYNCH	SECRETARYTREASURER	4.00	Officer	$9,870	$0	$9,870

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	No data	No data	No data	No data
2024	$447,298	$373,512	$4,271,279	$73,786
2023	$418,379	$566,144	$4,197,493	$-147,765
2022	$399,058	$364,150	$4,345,258	$34,908
2021	$395,168	$375,407	$4,309,273	$19,761
2020	$380,620	$382,045	$4,289,512	$-1,425
2019	$424,174	$541,947	$4,295,612	$-117,773
2018	$429,292	$353,756	$4,412,940	$75,536

BLOUNT COUNTY MUTUAL INSURANCE