1060 BELMONT INC (EIN 271619580) - 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

CAITLIN MADDEN

Phone

6179233505

Tax Period

2023-01-01 to 2023-12-31

1060 BELMONT INC, founded in 2009, is a small nonprofit in the Housing & Shelter sector that reported $579K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98K, a strong 17% operating margin.

Mission

TO PROVIDE FAMILIES AND PERSONS OF LOW-INCOME WITH HOUSING FACILITIES AND SERVICES.

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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 $399,028

Program Service Revenue $180,052

Investment Income $161

Other Revenue $97

TOTAL REVENUE $579,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $444,300

Other Expenses $481,510

TOTAL EXPENSES $481,510

Year-over-Year Comparison

	2023	2022	Change
Revenue	$579,338	$459,413	+0.3%
Expenses	$481,510	$417,471	+0.2%
Net Income	$97,828	$41,942	+1.3%

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

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

$149,681

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL BOUTON	PRESIDENT	0.30	Officer Director	$0	$0	$0
CRISTINA AYALA	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
MICHAEL SHERMAN	TREASURER	0.30	Officer Director	$0	$0	$0
ROBERT FLACK	SECRETARY	0.30	Officer Director	$0	$0	$0
MARIA EUGENIA CHAPARRO	DIRECTOR	0.30	Director	$0	$0	$0
MARY CORTHELL	DIRECTOR	0.30	Director	$0	$0	$0
DORENA WONG-DELEON	DIRECTOR	0.30	Director	$0	$0	$0
KALYANI DEVAJYOTI	DIRECTOR	0.30	Director	$0	$0	$0
PAULA DICKERMAN	DIRECTOR	0.30	Director	$0	$0	$0
THELMA TITUS	DIRECTOR	0.30	Director	$0	$0	$0
MELINDA WALKER	DIRECTOR	0.30	Director	$0	$0	$0
OLGA YASINNIK	DIRECTOR	0.30	Director	$0	$0	$0
CAITLIN MADDEN	EXECUTIVE DIRECTOR	1.00	Officer	$0	$6,298	$149,681

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	$579,338	$481,510	$3,721,151	$97,828
2022	$459,413	$417,471	$3,849,866	$41,942
2021	$466,883	$424,641	$4,021,563	$42,242
2020	$454,616	$359,815	$4,151,340	$94,801
2019	$441,838	$380,052	$4,254,435	$61,786
2018	$439,889	$378,090	$4,383,883	$61,799

1060 BELMONT INC