BENTLEY VILLAGE FOUNDATION INC

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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

2016

Legal Domicile

Principal Officer

WAYNE ANTWORTH

Phone

2392384208

Tax Period

2024-01-01 to 2024-12-31

BENTLEY VILLAGE FOUNDATION INC, founded in 2016, is a small nonprofit in the Education sector that reported $765K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $356K, a strong 47% operating margin.

Mission

TO PROVIDE COMPETITIVE SCHOLARSHIPS FOR ELIGIBLE INDIVIDUALS AND TO SPONSOR AND/OR DONATE TO PROJECTS INTENDED TO ENRICH THE CULTURAL, INTELLECTUAL, EMOTIONAL, OR PHYSICAL INTERESTS OF THE RESIDENTS OF BENTLEY VILLAGE OR THAT ADVANCE THE INTERESTS OF THE FOUNDATION IN THE GREATER BENTLEY VILLAGE COMMUNITY AND SOUTHWEST FLORIDA.

Program Service Accomplishments

Program 1

Expenses: $355,167

SCHOLARSHIPS: IN COLLABORATION WITH THE COLLIER COMMUNITY FOUNDATION (CCF) AND USING FUNDS RAISED BY THE FOUNDATION, APPLICANTS WERE EVALUATED BY FOUR REPRESENTATIVES OF BENTLEY VILLAGE FOUNDATION...

SCHOLARSHIPS: IN COLLABORATION WITH THE COLLIER COMMUNITY FOUNDATION (CCF) AND USING FUNDS RAISED BY THE FOUNDATION, APPLICANTS WERE EVALUATED BY FOUR REPRESENTATIVES OF BENTLEY VILLAGE FOUNDATION (BVF) AND FIVE REPRESENTATIVES OF CCF. SINCE 2016, BVF HAS AWARDED " BENTLEY WINGS " COMPETITIVE SCHOLARSHIPS TO 89 STUDENTS ALLOWING STUDENTS TO PURSUE THEIR CAREER EDUCATIONAL GOALS AND IS THE LARGEST PROGRAM ADMINISTERED BY CCF. ALL SCHOLARSHIP FUNDS ARE DISBURSED DIRECTLY FROM COLLIER COMMUNITY FOUNDATION TO THE EDUCATIONAL INSTITUTIONS PER A WRITTEN AGREEMENT BETWEEN CCF AND THE BVF. AWARDEES ARE SELECTED VIA APPLICATIONS SCORED ON A MATRIX DEVELOPED COOPERATIVELY BETWEEN THE TWO ORGANIZATIONS. AWARDEES MAY RECEIVE ANNUAL RENEWALS UNTIL THEIR ORIGINAL COURSES OF STUDY ARE COMPLETED WITH (CONTINUED AT SCHEDULE O) UP TO SIX ANNUAL RENEWALS. THE APPLICATIONS ARE CONSIDERED FOR THE "BENTLEY WINGS" SCHOLARSHIP, PLUS 70 ADDITIONAL SCHOLARSHIPS AVAILABLE FROM CCF.

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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 $644,782

Program Service Revenue $0

Investment Income $122,752

Other Revenue $-2,472

TOTAL REVENUE $765,062

Expense Breakdown

Grants Paid $185,000

Salaries & Benefits $42,313

Fundraising Expenses $34,526

Program Expenses $355,167

Other Expenses $181,441

TOTAL EXPENSES $408,754

Year-over-Year Comparison

	2024	2023	Change
Revenue	$765,062	$506,593	+0.5%
Expenses	$408,754	$342,579	+0.2%
Net Income	$356,308	$164,014	+1.2%

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

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
WAYNE ANTWORTH	PRESIDENT	10.00	Officer Director	$0	$0	$0
WILLIAM WELBOURN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
CHASE BROOKE	TREASURER	10.00	Officer Director	$0	$0	$0
KEN LAMOTTE	SECRETARY AS OF 07/24	5.00	Officer Director	$0	$0	$0
WILLIAM BRETZ	ASSISTANT TREASURER	5.00	Director	$0	$0	$0
SHARON BAILEY	TRUSTEE	2.00	Director	$0	$0	$0
CYNTHIA G CARLSON	TRUSTEE	2.00	Director	$0	$0	$0
PAUL CICCARELLI	TRUSTEE	2.00	Director	$0	$0	$0
JOAN FREY	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM GRAFSTROM	SECRETARY TO 07/24	2.00	Officer Director	$0	$0	$0
DIANE V HALAS	TRUSTEE	2.00	Director	$0	$0	$0
SUE LEONARD	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD NORTZ	TRUSTEE	2.00	Director	$0	$0	$0
WENDY WILTSE	TRUSTEE	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
2024	$765,062	$408,754	$2,585,748	$356,308
2023	$506,593	$342,579	$2,120,405	$164,014
2022	$506,650	$361,059	$1,802,678	$145,591
2021	$638,965	$299,764	$1,877,058	$339,201
2020	$435,000	$300,553	$1,377,329	$134,447
2019	$504,413	$177,395	$1,135,372	$327,018
2018	$392,636	$125,436	$715,961	$267,200