BEL INIZIO INC (EIN 273577215) - 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

KENDRA ATKINS

Phone

2814367580

Tax Period

2023-01-01 to 2023-12-31

BEL INIZIO INC, founded in 2010, is a small nonprofit in the Human Services sector that reported $512K in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106K, a strong 21% operating margin.

Mission

BEL INIZIO HELPS INDIVIDUALS IN RECOVERY FROM ABUSE, DRUGS AND ALCOHOL, BUILD SELF-ESTEEM AND LIFE SKILLS THROUGH FITNESS AND NUTRITION EDUCATION.

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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 $298,319

Program Service Revenue $0

Investment Income $24,331

Other Revenue $189,158

TOTAL REVENUE $511,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $200,388

Fundraising Expenses $20,184

Program Expenses $353,992

Other Expenses $205,209

TOTAL EXPENSES $405,597

Year-over-Year Comparison

	2023	2022	Change
Revenue	$511,808	$342,402	+0.5%
Expenses	$405,597	$312,872	+0.3%
Net Income	$106,211	$29,530	+2.6%

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

137

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

$7,556

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH ZIESE	PRESIDENT	5.00	Officer Director	$0	$0	$0
CINDY KNOX	PAST PRESIDE	1.00	Director	$0	$0	$0
LILLY POWELL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
PATRICIA MARTIN	TREASURER	3.00	Officer Director	$0	$0	$0
JANA KOPECKY	SECRETARY	1.00	Officer Director	$0	$0	$0
MIMI BERKOWITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIELLE CARTER	BOARD MEMBER	1.00	Director	$0	$0	$0
MISTY CEY	BOARD MEMBER	2.00	Director	$0	$0	$0
SANDY HINDERLITER	BOARD MEMBER	3.00	Director	$7,556	$0	$7,556
JESSICA MCCREARY	BOARD MEMBER	3.00	Director	$0	$0	$0
JUANICE MIDDLETON	BOARD MEMBER	3.00	Director	$0	$0	$0
PAIGE MYRICK	BOARD MEMBER	1.00	Director	$0	$0	$0
STEFFIE TOMSON	BOARD MEMBER	2.00	Director	$0	$0	$0
DEBBIE VEGA	BOARD MEMBER	4.00	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	$511,808	$405,597	$434,651	$106,211
2022	$342,402	$312,872	$312,985	$29,530
2021	$310,173	$247,211	$271,963	$62,962
2021	$310,173	$247,211	$271,963	$62,962
2021	$310,173	$227,111	$302,548	$83,062
2020	$326,354	$265,228	$202,831	$61,126
2019	$266,255	$232,215	$144,226	$34,040
2018	$247,894	$217,597	$111,053	$30,297

BEL INIZIO INC