BELLEVUE UNITED SELECTIVE FUND (EIN 237418730) - 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

1963

Legal Domicile

Principal Officer

DAVID SABO

Phone

4194835670

Tax Period

2020-01-01 to 2020-12-31

BELLEVUE UNITED SELECTIVE FUND, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $249K in total revenue in fiscal year 2020. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 28% operating margin.

Mission

THE BELLEVUE UNITED SELECTIVE FUND ACTS AS A COLLECTION AGENCY FOR DONATED FUNDS, WHICH ARE LATER DISBURSED TO VARIOUS NON-PROFIT 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 (2020)

Revenue Breakdown

Contributions & Grants $248,867

Program Service Revenue $0

Investment Income $486

Other Revenue $0

TOTAL REVENUE $249,353

Expense Breakdown

Grants Paid $175,119

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $175,244

Other Expenses $4,925

TOTAL EXPENSES $180,044

Year-over-Year Comparison

	2020	2019	Change
Revenue	$249,353	$194,556	+0.3%
Expenses	$180,044	$237,784	-0.2%
Net Income	$69,309	$-43,228	-2.6%

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
DAVID SABO	PRESIDENT	3.00	Officer	$0	$0	$0
JUDY JOURNAY	SECRETARY	2.00	Officer	$0	$0	$0
GLENN CUNNINGHAM	TREASURER	3.00	Officer	$0	$0	$0
DEBORAH HAWKINS	VICE PRESIDE	1.00	Officer	$0	$0	$0
JEREMIAH RAY	TRUSTEE	1.00	Director	$0	$0	$0
ROSE MARIE SARTOR	TRUSTEE	1.00	Director	$0	$0	$0
ERICA HAGER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES DAVIS IV	TRUSTEE	1.00	Director	$0	$0	$0
KYLE KRUPP	TRUSTEE	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
2020	$249,353	$180,044	$177,281	$69,309

BELLEVUE UNITED SELECTIVE FUND