GOVERNOR WILLIAM BLOUNT MANSION (EIN 620563293) - 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

1926

Legal Domicile

Principal Officer

JOHN MCCARTY

Phone

8655259568

Tax Period

2024-07-01 to 2025-06-30

GOVERNOR WILLIAM BLOUNT MANSION, founded in 1926, is a small nonprofit that reported $285K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $329K exceeded revenue, resulting in a 15% operating deficit.

Mission

WE PRESERVE AND PROMOTE THE UNIQUE HISTORIC VALUE OF BLOUNT MANSION.

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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 $246,222

Program Service Revenue $24,629

Investment Income $11,329

Other Revenue $3,290

TOTAL REVENUE $285,470

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,162

Fundraising Expenses $38,056

Program Expenses $218,382

Other Expenses $183,355

TOTAL EXPENSES $328,517

Year-over-Year Comparison

	2024	2023	Change
Revenue	$285,470	$261,912	+0.1%
Expenses	$328,517	$276,597	+0.2%
Net Income	$-43,047	$-14,685	+1.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN MARTIN	PRESIDENT	N/A	Officer Director	$0	$0	$0
JOHN MCCARTY	TREASURER	N/A	Officer Director	$0	$0	$0
DEAN BURRESS	PRESIDENT EL	N/A	Director	$0	$0	$0
BRIAN PITTMAN	DIRECTOR	N/A	Director	$0	$0	$0
SARA PHILLIPS	DIRECTOR	N/A	Director	$0	$0	$0
SAM PITTENGER	DIRECTOR	N/A	Director	$0	$0	$0
DEBBIE WOODIEL	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS MAGRA	DIRECTOR	N/A	Director	$0	$0	$0
NICOLE LEVERTON	DIRECTOR	N/A	Director	$0	$0	$0
MIRIAM BLOUNT BEATTY	DIRECTOR	N/A	Director	$0	$0	$0
COLE WHEELER	DIRECTOR	N/A	Director	$0	$0	$0
STACY OLFE	DIRECTOR	N/A	Director	$0	$0	$0
LINDSAY GEORGE	DIRECTOR	N/A	Director	$0	$0	$0
MELISSA HARRISON	DIRECTOR	N/A	Director	$0	$0	$0
DAVID HEARNES	EXECUTIVE DI	40.00	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
2025	$285,470	$328,517	$1,179,105	$-43,047
2024	No data	No data	No data	No data
2023	$266,388	$309,232	$1,241,683	$-42,844
2022	$273,737	$261,883	$1,282,807	$11,854
2021	$339,873	$235,198	$1,289,782	$104,675
2020	$142,427	$219,217	$1,176,722	$-76,790
2019	$182,677	$228,678	$1,242,712	$-46,001
2018	$175,062	$194,260	$1,375,127	$-19,198

GOVERNOR WILLIAM BLOUNT MANSION