BELOVED FOUNDATION (EIN 270718342) - 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

2009

Legal Domicile

Principal Officer

JAN HUDSON

Phone

9097923191

Tax Period

2023-01-01 to 2023-12-31

BELOVED FOUNDATION, founded in 2009, is a small nonprofit in the Human Services sector that reported $432K in total revenue in fiscal year 2023.

Mission

WE PROVIDE ASSISTANCE TO FAMILIES CARING FOR CANCER PATIENTS

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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 $235,093

Program Service Revenue $0

Investment Income $75

Other Revenue $197,074

TOTAL REVENUE $432,242

Expense Breakdown

Grants Paid $109,858

Salaries & Benefits $205,601

Fundraising Expenses $62,248

Program Expenses $245,184

Other Expenses $113,652

TOTAL EXPENSES $429,111

Year-over-Year Comparison

	2023	2022	Change
Revenue	$432,242	$427,565	+0.0%
Expenses	$429,111	$353,449	+0.2%
Net Income	$3,131	$74,116	-1.0%

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

Total Directors

$31,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERI BOGH	Executive Dir.	40.00	Director	$31,250	$0	$31,250
JAN HUDSON	President	5.00	Officer Director	$0	$0	$0
ERICA MILLER	Past President	0.25	Director	$0	$0	$0
JOE RICHARDSON	Vice President	0.50	Officer Director	$0	$0	$0
ROB CLIZBE	Treasurer	0.25	Officer Director	$0	$0	$0
JOE ALAN	Secretary	0.25	Director	$0	$0	$0
VICTORIA MARSHALL	Board Member	0.25	Director	$0	$0	$0
RYAN PEAKE	Board Member	0.25	Director	$0	$0	$0
MAYDA COX	Board Member	0.25	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
2024	No data	No data	No data	No data
2023	$432,242	$429,111	$263,631	$3,131
2022	$427,565	$353,449	$258,246	$74,116
2021	$350,563	$269,756	$173,467	$80,807
2020	$159,243	$165,814	$90,721	$-6,571
2019	$281,887	$245,022	$86,059	$36,865
2018	$234,059	$228,681	$46,169	$5,378

BELOVED FOUNDATION