OPIE R & HELEN A BENSON COMMUNITY IMPROVEMENT FOUNDATION (EIN 204913059) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

GREG WEISZ

Phone

6059287548

Tax Period

2025-01-01 to 2025-12-31

OPIE R & HELEN A BENSON COMMUNITY IMPROVEMENT FOUNDATION, founded in 2006, is a micro nonprofit in the Human Services sector that reported $7K in total revenue in fiscal year 2018. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 95% operating margin.

Mission

PROMOTION OF SOCIAL WELFARE

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $8,779

Program Service Revenue $0

Investment Income $11,528

Other Revenue $0

TOTAL REVENUE $20,307

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,276

Other Expenses $276

TOTAL EXPENSES $10,276

Year-over-Year Comparison

	2025	2024	Change
Revenue	$20,307	$20,127	+0.0%
Expenses	$10,276	$8,776	+0.2%
Net Income	$10,031	$11,351	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG WEISZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHAEL BOWAR	SEC./TREAS.	4.00	Officer Director	$0	$0	$0
MICHAEL V BRALEY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KIM MCCANN	DIRECTOR	2.00	Director	$0	$0	$0
VERNA KAY BORMANN	DIRECTOR	2.00	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	$20,307	$10,276	$376,468	$10,031
2024	$20,127	$8,776	$366,437	$11,351
2023	$17,849	$8,177	$355,086	$9,672
2022	$17,289	$18,555	$345,414	$-1,266
2021	$15,418	$10,473	$346,680	$4,945
2020	$7,023	No data	$341,735	No data
2019	$7,372	$229	$334,712	$7,143
2018	$6,842	$323	$327,569	$6,519

OPIE R & HELEN A BENSON COMMUNITY IMPROVEMENT FOUNDATION