LF Bella Vista Apartments Inc (EIN 273373292) - 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

2010

Legal Domicile

Principal Officer

Alicia White

Phone

5208849920

Tax Period

2023-07-01 to 2024-06-30

LF Bella Vista Apartments Inc, founded in 2010, is a micro nonprofit in the Housing & Shelter sector that reported $85K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $214K exceeded revenue, resulting in a 152% operating deficit.

Mission

Operation of a 14 unit apartment complex for very low income persons with disabilities.

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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 $0

Program Service Revenue $80,988

Investment Income $2,298

Other Revenue $1,656

TOTAL REVENUE $84,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $187,247

Other Expenses $214,171

TOTAL EXPENSES $214,171

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,942	$111,290	-0.2%
Expenses	$214,171	$171,047	+0.3%
Net Income	$-129,229	$-59,757	+1.2%

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

$1,021,264

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Colleen McDonald	Chair	1.00	Officer Director	$0	$0	$0
Linda Lopez	Vice Chair	1.00	Officer Director	$0	$0	$0
Matt Kopec	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Craig Doyle	Member-at-Large	1.00	Director	$0	$0	$0
Alexandra Terry	Member-at-Large	1.00	Director	$0	$0	$0
Meghan Heddings	Member-at-Large	1.00	Director	$0	$0	$0
Daniel Ranieri	President/CEO	1.00	Officer	$0	$34,911	$473,048
Michael Prudence	Vice Pres/CFO	1.00	Officer	$0	$35,419	$274,380
Kathy Wells	Vice Pres/COO	2.00	Officer	$0	$23,233	$273,836

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
2025	No data	No data	No data	No data
2024	$84,942	$214,171	$1,650,222	$-129,229
2023	$111,290	$171,047	$1,666,098	$-59,757
2022	$103,433	$154,071	$1,724,886	$-50,638
2021	$108,719	$157,043	$1,782,651	$-48,324
2020	$111,172	$161,521	$1,836,272	$-50,349
2019	$109,244	$145,553	$1,891,139	$-36,309
2018	$109,819	$152,909	$1,935,534	$-43,090

LF Bella Vista Apartments Inc