BLUE MONARCH (EIN 820584070) - 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

2003

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

BLUE MONARCH, founded in 2003, is a community nonprofit in the Employment sector that reported $2.1M in total revenue in fiscal year 2023. The organization ran a surplus of $598K, a strong 28% operating margin.

Mission

BLUE MONARCH, A 1-2 YEAR RESIDENTIAL PROGRAM FOR DETERMINED TENNESSEE WOMEN AND THEIR CHILDREN, SEEKS TO PROVIDE A SAFE, NURTURING, AND CHALLENGING ENVIRONMENT WHERE THEY CAN OVERCOME ABUSE, UNHEALTHY CHOICES, AND EMOTIONAL WOUNDS, WHILE THEY RESTORE FAMILY BONDS.

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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 $1,971,490

Program Service Revenue $5,750

Investment Income $77,689

Other Revenue $48,914

TOTAL REVENUE $2,103,843

Expense Breakdown

Grants Paid $0

Salaries & Benefits $722,829

Fundraising Expenses $251,248

Program Expenses $1,014,200

Other Expenses $783,424

TOTAL EXPENSES $1,506,253

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,103,843	$2,037,534	+0.0%
Expenses	$1,506,253	$1,310,199	+0.1%
Net Income	$597,590	$727,335	-0.2%

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

125

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

$78,875

Total Directors

$78,875

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN BINKLEY	EXECUTIVE DIRECTOR	40.00	Officer Director	$78,875	$0	$78,875
TIFFANY VAUGHN	DIRECTOR	2.00	Director	$0	$0	$0
DONNA LODGE	DIRECTOR	2.00	Director	$0	$0	$0
JENNY ORR	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH BOWLING	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
HENRY CRAIS	TREASURER	5.00	Officer Director	$0	$0	$0
BRYAN MYERS	PRESIDENT	5.00	Officer Director	$0	$0	$0
DOUG CAMERON	SECRETARY	3.00	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	$2,103,843	$1,506,253	$6,635,495	$597,590
2022	$2,037,534	$1,310,199	$5,970,292	$727,335
2021	$1,626,287	$1,070,799	$5,144,646	$555,488
2020	$2,470,041	$924,560	$4,526,512	$1,545,481

BLUE MONARCH