BLOUNT MEMORIAL FOUNDATION (EIN 621412287) - 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

1989

Legal Domicile

Principal Officer

GREG WILSON

Phone

8659775727

Tax Period

2023-07-01 to 2024-06-30

BLOUNT MEMORIAL FOUNDATION, founded in 1989, is a small nonprofit in the Health Care sector that reported $458K in total revenue in fiscal year 2023. The organization ran a surplus of $137K, a strong 30% operating margin.

Mission

TO PROVIDE SUPPORT AND ADVOCACY FOR PROGRAMS THAT PROMOTE THE HEALTH AND WELL-BEING OF THE ENTIRE COMMUNITY, AS WELL AS THE UNINSURED AND UNDERSERVED.

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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 $246,461

Program Service Revenue $0

Investment Income $134,602

Other Revenue $76,670

TOTAL REVENUE $457,733

Expense Breakdown

Grants Paid $8,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $274,960

Other Expenses $312,073

TOTAL EXPENSES $320,573

Year-over-Year Comparison

	2023	2022	Change
Revenue	$457,733	$424,205	+0.1%
Expenses	$320,573	$470,580	-0.3%
Net Income	$137,160	$-46,375	-4.0%

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

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
GREG WILSON	PRESIDENT	0.17	Officer Director	$0	$0	$0
TAMMI FORD	TREASURER/SE	0.23	Officer Director	$0	$0	$0
DENNIS DOCKERY	BOARD MEMBER	0.12	Director	$0	$0	$0
TONIA LATHAM	BOARD MEMBER	0.23	Director	$0	$0	$0
TERESA MCCAMMON	BOARD MEMBER	0.12	Director	$0	$0	$0
LINDSEY PLYLER	BOARD MEMBER	0.12	Director	$0	$0	$0
MEAGAN SEATON	BOARD MEMBER	0.12	Director	$0	$0	$0
LAURA BURCHFIELD	BOARD MEMBER	0.12	Director	$0	$0	$0
RICK SHEPARD	BOARD MEMBER	0.12	Director	$0	$0	$0
KERI PRIGMORE	EX OFFICIO M	N/A	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	No data	No data	No data	No data
2024	$457,733	$320,573	$3,349,394	$137,160
2023	$424,205	$470,580	$2,929,896	$-46,375
2022	$744,212	$237,125	$2,817,285	$507,087
2021	$1,397,521	$1,283,896	$2,997,838	$113,625
2020	$320,081	$219,243	$2,295,775	$100,838
2019	$350,402	$221,877	$2,217,420	$128,525
2018	$501,858	$527,565	$2,092,073	$-25,707

BLOUNT MEMORIAL FOUNDATION