BEVERLY-VERMONT COMMUNITY LAND TRUST (EIN 261117569) - 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

2008

Legal Domicile

Principal Officer

ARA KIM

Phone

2135377295

Tax Period

2023-01-01 to 2023-12-31

BEVERLY-VERMONT COMMUNITY LAND TRUST, founded in 2008, is a small nonprofit in the Housing & Shelter sector that reported $787K in total revenue in fiscal year 2023. The organization ran a surplus of $198K, a strong 25% operating margin.

Mission

BEVERLY VERMONT COMMUNITY LAND TRUST IS A COMMUNITY-BASED ORGANIZATION DEDICATED TO PROVIDING OPPORTUNITIES FOR LOW-TO-MODERATE INCOME RESIDENTS TO SECURE HOUSING THAT IS DECENT, AFFORDABLE AND CONTROLLED BY THE RESIDENTS ON A LONG-TERM BASIS. IT IS EQUALLY DEDICATED TO USING LAND AND NATURAL RESOURCES TO PROMOTE THE LONG-TERM WELL-BEING OF THE COMMUNITY AND THE ENVIRONMENT. OUR LONG-TERM GOAL IS TO ENSURE CONTINUED AND EXPANDED LONG-TERM AFFORDABLE RESIDENT-CONTROLLED HOUSING OPPORTUNITIES FOR LOW TO MODERATE INCOME RESIDENTS, ENVIRONMENTAL RESTORATION, PEDESTRIA-ORIENTED TRANSPORTATION, RECREATIONAL GREEN SPACE AND SUSTAINABLE SMALL BUSINESS.

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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 $524,097

Program Service Revenue $51,685

Investment Income $93

Other Revenue $210,690

TOTAL REVENUE $786,565

Expense Breakdown

Grants Paid $0

Salaries & Benefits $230,213

Fundraising Expenses $39,136

Program Expenses $485,088

Other Expenses $358,403

TOTAL EXPENSES $588,616

Year-over-Year Comparison

	2023	2022	Change
Revenue	$786,565	$750,314	+0.0%
Expenses	$588,616	$464,896	+0.3%
Net Income	$197,949	$285,418	-0.3%

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

$180,746

Total Directors

$180,746

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA REYES	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVEN SIMON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
AUDREY YOUNSOOK JANG	TREASURER	2.00	Officer Director	$0	$0	$0
YUKI KIDOKORO	DIRECTOR	2.00	Director	$0	$0	$0
IXCHEL HERNANDEZ	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE WONG	DIRECTOR	2.00	Director	$0	$0	$0
XITLALLI VELASQUEZ	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS CUELLAR	DIRECTOR	2.00	Director	$0	$0	$0
FAIZAH BARLAS	DIRECTOR OF FINANCE & OPER	40.00	Officer Director	$84,373	$6,000	$90,373
KASEY VENTURA	COMMUNITY ORGANIZER	40.00	Officer Director	$84,373	$6,000	$90,373

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
2024	No data	No data	No data	No data
2023	$786,565	$588,616	$5,587,747	$197,949
2022	$750,314	$464,896	$5,190,811	$285,418
2021	$3,863,769	$520,588	$5,123,613	$3,343,181
2020	$84,722	$72,002	$1,558,725	$12,720
2019	$83,204	$77,618	$1,257,924	$5,586
2018	$70,388	$76,004	$1,252,214	$-5,616

BEVERLY-VERMONT COMMUNITY LAND TRUST