BELLINGRATH-MORSE FOUNDATION

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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

1950

Legal Domicile

Principal Officer

PRESTON BOLT

Phone

2514388387

Tax Period

2023-01-01 to 2023-12-31

BELLINGRATH-MORSE FOUNDATION, founded in 1950, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.7M in total revenue in fiscal year 2023. The organization ran a surplus of $941K, a strong 17% operating margin.

Mission

PROVIDE FOR THE OPERATIONS AND MAINTENANCE OF BELLINGRATH GARDENS AND HOME FOR EDUCATION AND ENJOYMENT OF THE GENERAL PUBLIC AND TO PROVIDE CONTINUED SUPPORT FOR CERTAIN COLLEGES AND CHURCHES ALL AS PROVIDED IN THE ENTITY'S ORGANIZATIONAL DOCUMENTS.

Program Service Accomplishments

Program 1

Expenses: $3,799,831

DISTRIBUTION OF TOTAL RETURN DISTRIBUTABLE AMOUNT FROM TRUST TO TWO CHURCHES, THREE COLLEGES AND BELLINGRATH GARDENS & HOME FOUNDATION.

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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 $0

Program Service Revenue $0

Investment Income $4,146,896

Other Revenue $1,532,229

TOTAL REVENUE $5,679,125

Expense Breakdown

Grants Paid $3,799,831

Salaries & Benefits $126,688

Fundraising Expenses $0

Program Expenses $3,799,831

Other Expenses $811,980

TOTAL EXPENSES $4,738,499

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,679,125	$5,938,781	0.0%
Expenses	$4,738,499	$7,617,273	-0.4%
Net Income	$940,626	$-1,678,492	-1.6%

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

N/A

Employees

N/A

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

$79,840

Total Directors

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALTER EDGAR	TRUSTEE	1.00	Director	$1,000	$0	$1,000
GEORGE GARZON JR	TRUSTEE	1.00	Director	$1,000	$0	$1,000
PRESTON BOLT	CHAIRMAN	1.00	Director	$1,000	$0	$1,000
ROBERT BAKER JR	TRUSTEE	1.00	Director	$2,000	$0	$2,000
HELEN MEAHER	TRUSTEE	1.00	Director	$1,000	$0	$1,000
N/A	CORP. TRUSTEE	2.00		$0	$166,033	$166,033
SIDNEY WEINACKER	SECRETARY	40.00	Officer	$0	$7,312	$79,840
WILLIAM E BARRICK	FORMER TRUSTEE/EXEC DIR	0.00		$0	$0	$140,431

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	$5,679,125	$4,738,499	$99,105,944	$940,626
2022	$5,938,781	$7,617,273	$90,894,971	$-1,678,492
2021	$8,669,562	$6,361,296	$109,592,614	$2,308,266
2020	$9,772,001	$5,639,237	$103,842,292	$4,132,764
2019	$8,747,627	$6,067,466	$97,049,661	$2,680,161
2018	$4,207,018	$6,035,470	$86,002,364	$-1,828,452