BELLE MEADE MANSION

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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

2019

Legal Domicile

Principal Officer

SHEREE KELLEY

Phone

6153560501

Tax Period

2023-07-01 to 2024-06-30

BELLE MEADE MANSION, founded in 2019, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.8M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

TO CREATE INNOVATIVE AND INCLUSIVE GUEST EXPERIENCES, ENGAGING EDUCATIONAL OPPORTUNITIES, AND A FULFILLING TEAM ENVIRONMENT, WHILE PRESERVING THE HISTORIC RELEVANCE OF THE SITE FOR FUTURE GENERATIONS.

Program Service Accomplishments

Program 1

Expenses: $3,046,608 Revenue: $2,885,348

ADMISSION AND ACCESS TO OUR HISTORICAL HOME AND SITES FOR APPROXIMATELY 140,000 VISITORS ANNUALLY.

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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 $93,529

Program Service Revenue $2,885,348

Investment Income $55,555

Other Revenue $792,099

TOTAL REVENUE $3,826,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,190,252

Fundraising Expenses $0

Program Expenses $3,046,608

Other Expenses $1,951,438

TOTAL EXPENSES $4,141,690

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,826,531	$5,075,215	-0.2%
Expenses	$4,141,690	$4,097,369	+0.0%
Net Income	$-315,159	$977,846	-1.3%

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

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

$484,337

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAMON BYRD	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
FRANK WILK	BOARD MEMBER	1.00	Director	$0	$0	$0
LUVENIA HARRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN ROCHFORD	EXECUTIVE BOARD MEMBER	1.00	Director	$0	$0	$0
LYLE PATTERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF STEELE	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY E PROPST	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
BILL FORRESTER SR	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MENEFEE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL KIRBY	CFO	40.00	Officer	$248,204	$37,224	$285,428
SHEREE KELLEY	CEO	40.00	Officer	$187,838	$11,071	$198,909

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	No data	No data	No data	No data
2024	$3,826,531	$4,141,690	$6,911,825	$-315,159
2023	$5,075,215	$4,097,369	$7,118,800	$977,846
2022	$5,172,552	$3,720,508	$6,367,866	$1,452,044