BELLPOINT INDEPENDENT LIVING INC (EIN 201957797) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

DEBRA MCKENZIE

Tax Period

2025-01-01 to 2025-12-31

BELLPOINT INDEPENDENT LIVING INC, founded in 2005, is a micro nonprofit in the Housing & Shelter sector that reported $94K in total revenue in fiscal year 2018. Expenses of $133K exceeded revenue, resulting in a 41% operating deficit.

Mission

PROVIDE HOUSING FOR LOW INCOME ELDERLY AND DISABLED PERSONS AS STIPULATED UNDER U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT GUIDELINES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $123,950

Investment Income $136

Other Revenue $0

TOTAL REVENUE $124,086

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,219

Fundraising Expenses $0

Program Expenses $131,074

Other Expenses $126,208

TOTAL EXPENSES $151,427

Year-over-Year Comparison

	2025	2024	Change
Revenue	$124,086	$110,631	+0.1%
Expenses	$151,427	$146,637	+0.0%
Net Income	$-27,341	$-36,006	-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

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
JAY BEDNAR	BOARD MEMBER	N/A	Director	$0	$0	$0
AMELIA ELAM	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
TAWNYA HERRING	SECRETARY	N/A	Officer Director	$0	$0	$0
LYNN KELLAR	BOARD MEMBER	N/A	Director	$0	$0	$0
JULIE LANDRUM	BOARD MEMBER	N/A	Director	$0	$0	$0
DEBRA MCKENZIE	PRESIDENT	N/A	Officer Director	$0	$0	$0
JENNIFER WHITE	BOARD MEMBER	N/A	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	$124,086	$151,427	$441,687	$-27,341
2024	$110,631	$146,637	$471,006	$-36,006
2023	$109,736	$164,513	$512,060	$-54,777
2022	$105,309	$149,760	$565,563	$-44,451
2021	$105,632	$148,912	$607,531	$-43,280
2020	$102,500	$130,830	$653,404	$-28,330
2019	$97,921	$148,816	$681,511	$-50,895
2018	$94,283	$133,099	$731,205	$-38,816

BELLPOINT INDEPENDENT LIVING INC