Ballyneal Foundation (EIN 824596546) - 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

2018

Legal Domicile

Phone

9708545900

Tax Period

2025-01-01 to 2025-12-31

Ballyneal Foundation, founded in 2018, is a small nonprofit in the Education sector that reported $377K in total revenue in fiscal year 2025. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $249K, a strong 66% operating margin.

Mission

Granting of educational scholarships and awards to local nonprofit organizations.

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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 (2025)

Revenue Breakdown

Contributions & Grants $300,123

Program Service Revenue $0

Investment Income $40,081

Other Revenue $36,580

TOTAL REVENUE $376,784

Expense Breakdown

Grants Paid $121,224

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,224

Other Expenses $6,418

TOTAL EXPENSES $127,642

Year-over-Year Comparison

	2025	2024	Change
Revenue	$376,784	$268,632	+0.4%
Expenses	$127,642	$106,049	+0.2%
Net Income	$249,142	$162,583	+0.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Curlander	Chairman	1.00	Officer Director	$0	$0	$0
Scott Szabo	Vice Chairman	1.00	Officer Director	$0	$0	$0
Brian Vest	Secretary/Treas	1.00	Officer Director	$0	$0	$0
Russell Sprague	Director	1.00	Director	$0	$0	$0
Michael Underwood	Director	1.00	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
2025	$376,784	$127,642	$1,154,546	$249,142
2024	No data	No data	No data	No data
2023	$257,994	$98,616	$678,051	$159,378
2022	$189,790	$98,358	$474,933	$91,432
2021	$229,878	$57,490	$436,667	$172,388

Ballyneal Foundation