BELMONT EDUCATION FOUNDATION INC

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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

1992

Legal Domicile

Principal Officer

MELISSA MCKENNA

Phone

6174847989

Tax Period

2023-07-01 to 2024-06-30

BELMONT EDUCATION FOUNDATION INC, founded in 1992, is a small nonprofit in the Education sector that reported $376K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 18% operating margin.

Mission

TO PROVIDE LEARNING EXCELLENCE AND SPECIAL INITIATIVES GRANTS TO TEACHERS AND ADMINISTRATORS AND TO PROVIDE EDUCATIONAL ENRICHMENT MATERIALS FOR THE BELMONT PUBLIC SCHOOLS SYSTEM, A SCHOOL SYSTEM WITH A STUDENT POPULATION OF APPROXIMATELY 4,500.

Program Service Accomplishments

Program 1

Expenses: $282,542

TO PROVIDE LEARNING EXCELLENCE AND SPECIAL INITIATIVES GRANTS TO TEACHERS AND ADMINISTRATORS AND TO PROVIDE EDUCATIONAL ENRICHMENT MATERIALS FOR THE BELMONT PUBLIC SCHOOLS SYSTEM.

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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 $342,240

Program Service Revenue $0

Investment Income $33,474

Other Revenue $0

TOTAL REVENUE $375,714

Expense Breakdown

Grants Paid $276,723

Salaries & Benefits $0

Fundraising Expenses $8,027

Program Expenses $282,542

Other Expenses $31,075

TOTAL EXPENSES $307,798

Year-over-Year Comparison

	2023	2022	Change
Revenue	$375,714	$253,727	+0.5%
Expenses	$307,798	$97,173	+2.2%
Net Income	$67,916	$156,554	-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

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
NATASHA BREGEL	DIRECTOR	1.00	Director	$0	$0	$0
AMY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GAO	VP PROGRAMS	2.00	Officer Director	$0	$0	$0
KYLIA GARVER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY GELFER	DIRECTOR	1.00	Director	$0	$0	$0
RUI GUO	DIRECTOR	1.00	Director	$0	$0	$0
MATIAS INFANTE	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY JAVEDAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JERREL JONES	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE KREMPUS	DIRECTOR	1.00	Director	$0	$0	$0
MAURO LANCE	TREASURER	2.00	Officer Director	$0	$0	$0
WENHONG LIU	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA LUBARSKY	VP FUNDRAISI	2.00	Officer Director	$0	$0	$0
MELISSA MCKENNA	CO PRESIDENT	2.00	Officer Director	$0	$0	$0
MARIA OLAGUNJU	CO PRESIDENT	2.00	Officer Director	$0	$0	$0
JESSICA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
SARA TOWNSEND	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	No data	No data	No data	No data
2024	$375,714	$307,798	$999,382	$67,916
2023	$253,727	$97,173	$939,839	$156,554
2022	$205,722	$61,442	$824,893	$144,280
2021	$198,771	$63,282	$745,866	$135,489
2020	$198,436	$233,586	$681,237	$-35,150