BELOVED ONES (EIN 272547368) - 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

2021

Legal Domicile

Phone

6614348759

Tax Period

2023-01-01 to 2023-12-31

BELOVED ONES, founded in 2021, is a community nonprofit in the Human Services sector that reported $8.9M in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $8.5M left a modest 5% surplus.

Mission

TO PROVIDE PHYSICAL GAMES AND ACTIVITIES AND NUTRITIONAL PROGRAMS TO LOW-INCOME STUDENTS K-12.

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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 $8,861,722

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,861,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,306,722

Fundraising Expenses $0

Program Expenses $7,592,502

Other Expenses $2,146,867

TOTAL EXPENSES $8,453,589

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,861,722	$5,784,972	+0.5%
Expenses	$8,453,589	$5,491,459	+0.5%
Net Income	$408,133	$293,513	+0.4%

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

N/A

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

$785,879

Total Directors

$614,379

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
THANDI SMITH	Executive Dir.	Officer Director	$614,379	$0	$614,379
LEKA SMITH	Secretary	Officer	$171,500	$0	$171,500
DEANNA HAMILTON	President	Officer Director	$0	$0	$0
LYNNE PLUNKETT	Vice President	Officer Director	$0	$0	$0
LEKA SMITH	Treasurer	Officer Director	$0	$0	$0
THANDI A SMITH	DIRECTOR		$0	$0	$0
LEKA G SMITH	TREASURER		$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	$8,861,722	$8,453,589	$410,083	$408,133
2022	$5,784,972	$5,491,459	$826,073	$293,513
2021	$2,520,623	$2,377,898	$213,755	$142,725

BELOVED ONES