BONNEVILLE HOUSE ASSOCIATION (EIN 716062455) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

JOAN SNEED

Phone

4797827854

Tax Period

2023-01-01 to 2023-12-31

BONNEVILLE HOUSE ASSOCIATION, founded in 1974, is a micro nonprofit that reported $90K in total revenue in fiscal year 2018. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $125K exceeded revenue, resulting in a 39% operating deficit.

Mission

PRESERVE & MAINTAIN HISTORIC HOUSE ON NATIONAL REGISTRY.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,875

Program Service Revenue $65,878

Investment Income $1,001

Other Revenue $131,005

TOTAL REVENUE $203,759

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,677

Fundraising Expenses $0

Program Expenses $170,901

Other Expenses $133,224

TOTAL EXPENSES $170,901

Year-over-Year Comparison

	2023	2022	Change
Revenue	$203,759	$83,561	+1.4%
Expenses	$170,901	$108,577	+0.6%
Net Income	$32,858	$-25,016	-2.3%

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
LAURA BLYTHE	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN CALDARERA	DIRECTOR	1.00	Director	$0	$0	$0
CLIFTON CULPEPPER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE EPPINETTE	DIRECTOR	1.00	Director	$0	$0	$0
GALA FORSGREN	DIRECTOR	1.00	Director	$0	$0	$0
TIM GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
AMY GRIMES	PAST PRES	1.00	Director	$0	$0	$0
TOMMY HADLEY	DIRECTOR	1.00	Director	$0	$0	$0
JESS HANKINS	DIRECTOR	1.00	Director	$0	$0	$0
DEANA INFIELD	DIRECTOR	1.00	Director	$0	$0	$0
KATHY KARSTEN	DIRECTOR	1.00	Director	$0	$0	$0
MARCIE MCKINNEY	TRUSTEE	1.00	Director	$0	$0	$0
BARRETT MILAM	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ELIZABETH PARIS	TRUSTEE	1.00	Director	$0	$0	$0
DEVON PARKS	DIRECTOR	1.00	Director	$0	$0	$0
HOBE RUNION	DIRECTOR	1.00	Director	$0	$0	$0
BECKY SCHNEIDER	DIRECTOR	1.00	Director	$0	$0	$0
MARK SHAFFER	PRESIDENT	1.00	Officer Director	$0	$0	$0
WENDY SHARUM	IMMEDIATE PA	1.00	Director	$0	$0	$0
JOAN SNEED	TREASURER	1.00	Officer Director	$0	$0	$0
CINDI STEWART	DIRECTOR	1.00	Director	$0	$0	$0
SYDNEY WIGGINS WHITE	DIRECTOR	1.00	Director	$0	$0	$0
EMILY ZEIGLER	SECRETARY	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$203,759	$170,901	$1,200,217	$32,858
2022	$83,561	$108,577	$1,157,604	$-25,016
2021	$108,059	$145,830	$1,169,092	$-37,771
2020	$89,761	$119,702	$1,085,607	$-29,941
2019	$86,479	$177,068	$1,110,440	$-90,589
2018	$89,719	$124,627	$1,200,875	$-34,908

BONNEVILLE HOUSE ASSOCIATION