BLACKBERRY FARM FOUNDATION (EIN 823457227) - 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

2017

Legal Domicile

Principal Officer

SAMUEL E BEALL III

Phone

8659848166

Tax Period

2023-01-01 to 2023-12-31

BLACKBERRY FARM FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $336K in total revenue in fiscal year 2023. The organization ran a surplus of $168K, a strong 50% operating margin.

Mission

TO RAISE AND ADMINISTER FUNDS TO BENEFIT CHARITIES FOR CHILDREN, LOCAL AND FOODWAYS-RELATED CAUSES.

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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 $305,294

Program Service Revenue $0

Investment Income $31,151

Other Revenue $0

TOTAL REVENUE $336,445

Expense Breakdown

Grants Paid $123,860

Salaries & Benefits $1,075

Fundraising Expenses $0

Program Expenses $123,860

Other Expenses $43,225

TOTAL EXPENSES $168,160

Year-over-Year Comparison

	2023	2022	Change
Revenue	$336,445	$320,771	+0.0%
Expenses	$168,160	$212,386	-0.2%
Net Income	$168,285	$108,385	+0.6%

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

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

Total Directors

$1,075

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY CELESTE BEALL	DIRECTOR, PRESIDENT	2.00	Officer Director	$0	$0	$0
SAMUEL E SANDY BEALL III	DIRECTOR, VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT ALEXANDER	DIRECTOR, SECRETARY AND TR	2.00	Officer Director	$0	$0	$0
RICHARD JOHNSON	EXECUTIVE DIRECTOR	10.00	Director	$1,075	$0	$1,075

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	$336,445	$168,160	$1,338,607	$168,285
2022	$320,771	$212,386	$1,167,441	$108,385
2021	$276,099	$199,227	$1,057,819	$76,872
2020	$385,911	$368,987	$981,026	$16,924
2019	$610,327	$423,075	$1,005,833	$187,252
2018	$849,201	$72,594	$788,380	$776,607

BLACKBERRY FARM FOUNDATION