Historic Blakeley Foundation Inc (EIN 630692040) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

2000

Legal Domicile

Principal Officer

Mike Bunn

Phone

2516260798

Tax Period

2023-01-01 to 2023-12-31

Historic Blakeley Foundation Inc, founded in 2000, is a micro nonprofit in the Environment sector that reported $63K in total revenue in fiscal year 2023. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $98K exceeded revenue, resulting in a 57% operating deficit.

Mission

Operates a State Park

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $51,893

Program Service Revenue $0

Investment Income $10,829

Other Revenue $0

TOTAL REVENUE $62,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,235

Other Expenses $98,235

TOTAL EXPENSES $98,235

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,722	$154,397	-0.6%
Expenses	$98,235	$175,132	-0.4%
Net Income	$-35,513	$-20,735	+0.7%

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

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
Dwight Johnson	Fairhope, Al.	5.00	Officer Director	$0	$0	$0
Gregory Waselov	Stockton, Al.	5.00	Officer Director	$0	$0	$0
Mike Bunn	Spanish Fort, AL.	10.00	Officer Director	$0	$0	$0
Steven D Carey	Daphne, AL.	5.00	Officer Director	$0	$0	$0
Darrelyn Dunmore	Foley, Al.	2.00	Director	$0	$0	$0
Melinda Hankins	Robertsdale, Al.	2.00	Director	$0	$0	$0
Cheryl L Hatter	Daphne, AL.	2.00	Director	$0	$0	$0
Fred Nation	Daphne, AL.	2.00	Director	$0	$0	$0
Phil Savage	Fairhope, AL.	2.00	Director	$0	$0	$0
Sue Walker	Mobile, Al.	2.00	Director	$0	$0	$0
Alicia Smith	Auburn, Al.	2.00	Director	$0	$0	$0
Barry Booth	Montrose, Al.	2.00	Director	$0	$0	$0
Kip Robinson	Spanish Fort, Al.	2.00	Director	$0	$0	$0
Robin Delaney	Daphne, Al.	2.00	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
2023	$62,722	$98,235	$463,466	$-35,513

Historic Blakeley Foundation Inc